Risk of a Market Breakdown Is Building as Oil Pressure Continues
The market has been able to absorb several negatives but the pressure is intensifying.
A Chill Blows Through Wall Street
Summer fun has ended as we enter a seasonally tough month, a potentially volatile October, uncertainty in Iran, and an escalating trade fight with Canada.
These Two IPOs Could Decide the Fate of the Market Rally
So much is now riding on the success of Anthropic and OpenAI going public. That’s making me nervous.
Two Biotechs I’m Buying Amid an Overbought Market
As retailers get hit and AI-plays bubble over, I’ve got my sights on these two promising biopharma stocks.
Caution Ahead: Credit Markets Flash Yellow
As AI enters its mania stage, my focus is on deteriorating credit and debt markets and rising yields.
Of All Post-Earnings Worries, This One Keeps Me Up at Night
Fighting with Iran and threats the conflict could spread concern me. Another worry is Japan’s bond yields. But neither bother me as much as this.
With Doubts About Hyperscale Investment, Here Are 2 AI Plays I Like
As hyperscalers make the biggest infrastructure wager in history, there are two AI-related bets I believe in.
Can the AI Infrastructure Trade Keep Up the Momentum?
The the odds of no rate hike in 2026 have jumped to 28% from 11% a month ago.
From Microsoft to Oracle, Charting Software Stocks Amid Resurgence
Software stocks like Palantir and CrowdStrike are heating up as the sector regains favor with investors.
Once These Biotech Stocks Settle Down, I’m All Over Them
As second-quarter earnings powers the market higher, I’m waiting for a chance to add to these two stocks.