Is a Stock Market Bottom Forming? Or Just a Bounce?
Markets Are Starting to Align
Today’s price action brings together several themes we’ve been discussing in recent videos.
Bonds are rallying
Small caps are strengthening
Retail is attempting...
Stock Market ETFs: Retail Sector vs Russell 2000
When Markets Disagree, Pay Attention
In today’s modern version of “Family Feud: Market Edition,” we’re looking at a classic internal battle within the market:
“Granny” Retail...
Stock Market Update: The Impacts of War
As hostilities broke out in the Middle East, markets were initially rather resilient. This resilience was likely supported by the view it could be...
From AI to Consumer Spending: Five Analyst Days Investors Should Track
Analyst Days ramp up as companies outline strategy, growth initiatives, and long-term financial targets
Generac, Quanta Services, Constellation, Hershey, and FedEx events could offer clues...
Is Google Stock Warning of Large Cap Selloff?
Google is one of many large cap tech stocks that may be warning of a prolonged selloff.
So far, things seem orderly. That means that...
Mixed Housing Data Amid Iran War and Tariff Turmoil
The U.S. housing market is experiencing a significant supply-demand imbalance, with housing starts reaching a one-year high even as existing home inventory remains sluggish...
Gold Prices: Risks of a Lower High
Gold has been an out-performer. Surging higher and faster than most assets in a sea of global uncertainty.
In January, however, the Gold ETF (GLD)...
25 Years Later Software is Dying, Or Maybe It’s Growing…
25 years later… software is dying.
Or maybe it’s growing.
Or maybe what’s actually dying is the seat-based model.
But then again, OpenAI and Anthropic still charge...
Stock Market Update: Crude Oil, Chip Stocks, and Critical Data In Spotlight
Oil prices soared to kick off March after weekend military strikes on Iran, raising geopolitical tensions and inflation expectations
Earnings are also in focus as...
