Tag: stock market analysis
Q1 2026 Dividends: Highest Quarterly Hike Percentage Since 2019
Dividend-increase announcements in Q1 2026 reached their highest level since 2019, reflecting broad boardroom optimism despite macroeconomic uncertainty.
A sharp divergence has emerged as mega-cap...
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...
Stock Market Update: One Consumer Signal Markets Cannot Ignore
Who is “Granny Retail”?
“Granny Retail” is not an individual, it is a concept.
It represents the everyday consumer, the steady, consistent participant in the economy...
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...
Why Professional Traders Run Portfolios of Strategies (Not One System)
I get emails every week from traders who've spent months perfecting a single strategy. Great backtest. Smooth equity curve. Impressive Sharpe ratio. They go...
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)...













