The Semis Did What They Were Supposed To. While Bonds Did Not.
On a weak day in the market, the semis rally while the others dive.
Chart of the Day: American Express Builds Energy for Its Next Move
AXP enters a period of rest and consolidation before we find out where it goes next.
Charting the S&P 500: Record Territory, But Is the Market Too Complacent?
Stocks continued their surge last week but one thing was absent.
Weekly Roundup: An Electric Week for the Market Was Also a Great One for the Portfolio
We added to one holding this week, and locked in outsized gains for two others.
Chart of the Day: SiTime Clocks in Some Bullish Moves
This EPS Diplomat name had a tremendous move last week and continues to hold the pop.
While Sentiment Chugs Upwards, Most Stocks Just Creep and Churn
It’s one of those markets where the indexes move ahead, but the breadth hasn’t broadened out.
AI Trade Looks Pretty Smart, For Now
CoreWeave’s earnings blow away expectations and FoxConn looks pretty sharp. Let’s see what these could say about the overall state of the AI trade.
Can Tomorrow’s CPI Release Shake Up This Dull Market?
I expect the market to get overbought this week, but it won’t happen with days like these.
Chart of the Day: Important Base for EGO as Gold Shines Bright Again
It seems a recent pullback to huge support has been completed.
After Rocket Lab Fires Off Solid Earnings, I’m Pulling the Trigger
Let’s dive into the most recent quarterly report and I’ll give my take on the stock now.