The Bond Market Delivered the Verdict, and It Isn’t Pretty
The 30-year yield hit a 19-year high, and the earnings reports split the hyperscalers.
Weekly Roundup: When Earnings, Rates, and Oil Collide
We closed out a profitable position, added to two others, and adjusted several price targets. Here’s what we’re watching next.
Watch These Key Levels for the Nasdaq, Treasuries, Tesla, and Alphabet
Tesla and Alphabet pulled the Nasdaq lower, while Treasury yields continued to climb.
Intel, Defense Are Bright Spots as Market Descends Into Ugliness
Oil, yields, and earnings from Tesla and Google create a stench on Wall Street as war and tariffs pave way ahead with looming perils.
Chart of the Day: This All-Star Is Waiting for a Catalyst
Strong EPS growth will help buoy the company through a stormy mortgage market.
Charting the Markets: Can the Russell 2000 Push Things Higher?
Small-cap stocks are surging and if rates fall even further it might stoke a further rally.
Your Bond Slice Just Got Interesting
The 30-year Treasury just hit a 20-year high of 5%. That resets the math on the bond part most portfolios ignore. Here’s how to check yours.
Threat of Bond Vigilantes Strikes Fear in Wall Street
If yields continue to rise as the bond vigilantes make their voices heard, expect the market to start running.
Treasury Yield Signals Major Shift in Market Focus
Markets have moved on from President Trump and Iran and are now clearly focused on inflation.
Higher Interest Rates Will Make It Even Harder for Nvidia to Satisfy Investors
A clean beat-and-raise that would have been enough three weeks ago may not be enough now.