As Semis Soar, I’m Upping Price Targets for AMD, Intel
INTC and AMD ran up big Monday on the sudden popularity of Meta’s Muse AI agent. Let’s chart where these two stocks could be headed.
Call Me Foolish, But I See Some Potential Market Catalysts Emerging
Ahead of a big China meeting, and what could be a meeting with Iran’s leadership, let’s see why clouds appear to be parting over Wall St.
The Sun Rises on Wall Street
We didn’t expect the kind of market strength we saw on Thursday as yields and oil fell. The big question now: Can it keep up?
Feeling the Weight of the Market
Investors must now adapt to a changing environment as we approach the midterms, the fighting with Iran continues, and we’re getting AI warnings.
Tech vs. Financials and Mag 7 Divergences
Tech ($XLK) vs Financials ($XLF)
Some Divergences in Mag 7
Position: None
AI Alarm Rattles the Cages as a Big Fed Decision Awaits
Amid dystopian worries and calls for a slowdown, AI leaders speak out. Oh, and we’ve got some other stuff happening too.
Bessent’s Big ‘Bazooka’ Not Big Enough, Trump’s $5G Promise, Debt Woes
Let’s see why the $6B repurchase plan let down investors and bond traders, check the math on Trump’s $5G ‘dividend’ promise, and … a Nvidia probe.
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.
Something’s Not Working Out
When’s the last time you got a call from the Bureau of Labor Statistics? Let’s look at employment and why I kinda agree more with Christopher Waller than Kevin Warsh right now….
Fighting Flares Up Again in Iran, Warsh Turns Hawkish, Treasury Yields Climb
The U.S. hits Iran over the weekend in renewed fighting and Fed chair vows to go after inflation; also, let’s check the week ahead.