2026 Market Update: A Tale of Two Consumers
Most investors have likely come across the concept of the K-shaped economy — our industry does love to put letter shapes on things. In...
Bridging the Earnings Void: Key Interim Reports to Watch Next Week
Upcoming interim reports will provide insights into corporate health during the quiet gap between Q1 and Q2 earnings seasons.
Data from Costco, Ford, and The...
Bullish or Bearish? Retail vs The Russell 2000: Critical Market Levels To Watch
The Retail Sector ETF (XRT) is flashing warning signs as the consumer continues to struggle under the pressure of rising costs and slowing momentum.
Meanwhile,...
Emerging Markets ETF (EEM): Important Breakout Retest
There have been several storylines within the U.S. equity markets rally.
Some show up front and center (AI stocks). Others not so much.
One oldie but...
Investor Patience Pays Off
It never was my thinking that made the big money for me. It always was my sitting.
- Jesse Livermore from Reminiscences of a Stock...
Investor Conference Calendar Update: New Leaders, Same Trends, Big Profits
What a difference half a quarter makes. Step back in time to the end of March, and surging oil prices, rising bond yields, and falling...
Shareholder Meeting Month: AI, Oil, and the Consumer Are In Spotlight
A busy docket of Annual General Meetings follows what has been a very strong Q1 earnings season
Global companies across sectors meet with stockholders to...
Q1 Corporate Earnings Strength Takes Center Stage as Busiest Week Arrives
This week marks the busiest of the Q1 2026 earnings season with 3,213 companies expected to report.
The S&P 500 is projected to deliver its sixth...
Berkshire Hathaway at Crossroads: No Buffett, Record Markets, Big Questions
It’s the first Omaha without the Oracle this Saturday
Berkshire Hathaway's annual shareholder meeting comes as its stock lags the S&P 500 by the most since...
