Anatomy of a Meltdown
Let’s examine the responses to Alphabet’s and Amazon’s earnings and the other factors that led to last week’s ugliness. Also, a bright spot on the charts?
Tech’s Capital Problem
As more and more funds are raised for the AI buidout, is there a scarcity of capital?
A Look Back on a Very Dark Day on the Market
Remembering Oct. 19, 1987; also an AI warning from Wall Street Journal and a check on the market’s charts.
The Week Ahead: Buckle Up
We finally got our broadening in equities as yields softened but a packed calendar including CPI, bank earnings and Warsh will put it to the test
As Hormuz Deal Collapses, Hope Fades on Market… And So Does Rationality
Let’s look at how high-speed, keyword-reading algorithms have taken needed skepticism — and rationality — out of the market.
Several Signs Point to a Potential Blowout Earnings Season
As the doom and gloom crowd frets over Treasury yields, those yields in addition to other data, might be hinting at something positive.
Anatomy of a Bond Market Selloff
Let’s break down what’s happening with bonds and how things unfolded Wednesday. Plus, two items from the ‘What the Heck’ department.
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 Best Rallies Take Place When Investors Are Bearish, Not Complacent
Perhaps we’ll get a change in direction following the Fed’s press conference tomorrow. Until then, this market feels complacent, which is not productive.
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.