My 2023 Call On Stagflation Is Now Taking Shape
In the summer of 2023, I wrote a piece for See It Market titled “What Happens to Interest Rates When the Chinese Consumer Recovers?”
The...
Snap Earnings vs Meta and Zillow: Scale Matters
First, it’s hard to get too negative when capital expenditures for companies building out AI infrastructure are running near $400 billion annualized, growing roughly...
August Stock Market Trading Not For The Faint Of Heart
August is a tough month to trade in the stock market.
There has been seasonal weakness over the past 35 years.
Liquidity is diminished and the...
Is The Stock Market Only As Strong As Its Weakest Link?
The rally to start the week is quite promising that once again, Friday’s selloff was an overreaction to headlines.
Yet, for the sake of consistency,...
Strong Q2 Earnings Profits Cannot Overcome Macro Fears
As we enter the second week of peak earnings season for Q2, S&P 500 EPS growth continues to improve, now at 10.3% YoY
We’ll get...
Stock Market Correction and July 6-Month Calendar Range
On July 13th I wrote a market update on how the July 6-month Calendar Range Resets.
To refresh your memory.
The July Stock Market PatternThe Six-Month Calendar...
Vanity Stocks: Apparel Adapting to Shifting Body Sizes
As GLP‑1 weight-loss drug adoption grows 12–15% of U.S. adults are currently or planning to use them—food, wellness and fashion brands are pivoting to address...
Why the Stock Market Is At Record Highs
The S&P 500 (NYSEARCA: SPY) and Nasdaq 100 (NASDAQ: QQQ) continue to drive this market higher.
Note how far above the price is from their...
Energy Sector ETF (XLE): Creating Bullish Divergence?
Here are the top 10 holdings of the S&P Energy Sector ETF (NYSEARCA: XLE) as of July 24, 2025, along with their respective weightings:
Data according...
Russell 2000 Index Looking Up At Resistance
It's been a nice comeback story for the stock market.
Early in the year, stocks were down and uncertainty high. But from there the 'wall...
