S&P 500 Earnings Provide Another Upside Surprise
Second quarter earnings season is wrapping up and once again corporations delivered despite ongoing uncertainty.
The S&P 500 Index (INDEXSP: .INX), with about 90% of...
Will Strong Earnings and Favorable Inflation Readings Boost U.S. Equities?
We are now in the final peak week of the Q2 earnings season, S&P 500 EPS growth continues to improve, now at 11.8% YoY
A...
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...
UnitedHealth Stock (UNH) Pressuring Lower Price Support
As the stock market presses higher and several important indices are at new highs, one stock (and sector) continues to lag.
Stock: UnitedHealth Group (NYSE:...
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...