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SanDisk Slashed, Micron Mashed; Jobs Day Forecast; And Are You at Your Desk?

Avatar photo Stephen Guilfoyle on July 2, 2026

Let’s look at the beating taken by memory stocks yesterday, the shot at a September rate cut, jobs day , and how July 4 week used to work for traders.

Peace Sells … And the Markets Are Buying It

Avatar photo Stephen Guilfoyle on June 15, 2026

Stocks in Asia and Europe get boost as markets appear to believe the Iran peace agreement. Also, let’s check the S&P’s chart and the week ahead.

Wall St. Cashes Out, Peace Deal Crashes Out, Semiconductors Smashed Up

Avatar photo Stephen Guilfoyle on June 11, 2026

Let’s check the fighting with Iran, why Wall St. is cashing out, how far the semis fell, and why inflation numbers are more nuanced than they appear.

Wall St. Takes Hit on Iran Fire, SpaceX Takes Off, Middle-Class ‘Struggle’

Avatar photo Stephen Guilfoyle on June 4, 2026

Iran ceasefire looks near collapse; SpaceX valuation at $1.75 trillion; Beige Book sees some in middle-income bracket ‘struggling more.’

A Ceasefire With Lots of Fire; OECD’s Dire Warning, Another Tariff Try

Avatar photo Stephen Guilfoyle on June 3, 2026

Let’s check the latest from Iran, the OECD’s dire forecast, another round of tariffs … and my Marvell miss.

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