The WORST Way to Trade the AI Power Crunch
Here’s a number that will blow your mind: On average, ground is broken on a new hyperscale datacenter every two ...
What My System Says Today
AI Just Hit Its Next Bottleneck
Tech stocks absolutely killed it last week, taking virtually the entire stock market along for the ride. The State Street ...
The Earnings Story Hiding in Plain Sight
A magician doesn’t fool you with speed. He fools you with your own eyes. He gives his right hand a ...
Crocs, Power Tools and Taco Bell
Rumors of the AI trade’s death have been greatly exaggerated… Over the past few days, we have received repeated confirmation ...
Take the Stairs (Not the Elevator) to Steady Green Zone Gains
There’s an old trading-desk line that stocks take the stairs up and the elevator down. Slow to climb, quick to ...
Not Quite Dead Yet…
I have British comedy on my mind today… Because when I look at the U.S. shopper in 2026, I can’t ...
Last Week’s Trash = This Week’s Treasure
Consumer discretionary stocks screamed higher last week, with the State Street Consumer Discretionary Select Sector ETF (XLY) up a monster 6.1%. ...
Earnings Report Card: The 15-Cent Story Wall Street Keeps Missing
Walk into any supermarket, and you’re standing inside one of the toughest businesses on Earth. The average grocery store keeps ...
Wall Street Just Voted Against the Fed
New Fed Chairman Kevin Warsh talked a good game about fighting inflation. He promised discipline. He projected confidence. He sounded ...
The Market’s Best Defense Is Hiding in Its Scariest Neighborhood
I ran a defensive screener this morning before my coffee had even finished brewing. I knew what I was going ...
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