NVIDIA, Caterpillar & Nike: Three Corporate Events That Could Move Markets
Market volatility rose following the midterms, putting the AI trade and data center buildout under renewed scrutiny
NVIDIA, Caterpillar, and Nike headline next week’s corporate...
Mid-Q4 Investor Conferences Update: After AI Selloff, Wall Street Searches for Answers
The Nasdaq 100 shed 7% in October as investors rotated into defensive and real-economy sectors, with Health Care at record highs and Consumer Staples...
Tracking the AI Buildout
This isn’t our first bubble. In fact, we have invested through many bubbles from dotcom, energy trading, China (2x), commodities, housing, mobile, fracking, cloud,...
4 Stocks to Watch This Earnings Season (Beyond Big Tech and AI)
AI jitters and rising rates are fueling a market rotation into once beaten-down defensive and real-economy stocks
Steel Dynamics, Nucor, Kroger, and Kimberly-Clark face key...
Real Estate Sector (XLRE) Reeling On Rising Interest Rates
It's been a rough couple of months for the Real Estate sector. And this has manifested itself through a steep decline in its highly...
ETF Survival of the Fittest: Record Launches Meet Accelerating Delistings
The US ETF market is pacing toward a historic launch record in 2026, driven by 1,023 new product debuts in the first eight months...
Real-Economy Corporate Events Investors Should Watch This Month
AI drama and jumpy Treasury yields pressure tech stocks with the Fed in play within a macro-focused tape
Salesforce, FedEx, General Mills, McDonald’s, Darden Restaurants,...
Dodging the September Slump: Inside the 2026 IPO Rebound
2026 is pacing toward the strongest IPO performance since the 2021 boom, logging 331 new filings and 280 completed offerings YTD, already exceeding full...
Interest Rates Look Poised To Hit 5 Percent
US Treasury Bond Yields (interest rates) have risen nearly 1 percent since spring.
This has the 10-year US Treasury Bond Yield around 4.8%.
Inflation and global...
Silver ETF (SLV) Posts Bearish Engulfing Candle
Silver prices have bounced nicely, giving precious metals bulls something to cheer about. Finally (or so it seems).
The past year has been a long...
