Earnings Report Card: Peak Profitability Meets Peak Uncertainty
Earnings season is a tale of two markets right now. And depending on which side of the ledger you’re watching, ...
What My System Says Today
Dialysis and Chinese Beer: New Bulls for the Week
I can’t tell you exactly when the Strait of Hormuz will open and gas prices get back to something resembling ...
The Chip Rally Isn’t Over Yet
126%. That’s how much the Philadelphia Semiconductor Index ($SOX) has returned since last May. The S&P 500 Index, over that ...
Just What the Doctor Ordered
This has not been a great year for the health care sector… The State Street Health Care Select Sector SPDR ...
The Crap Stock Rally, Part II
Last week, I wrote about the “crap stock rally,” noting that many of the market’s biggest winners scored poorly on ...
Earnings Report Card: The Mag 7 Illusion
Let’s be honest, when you hear “Magnificent Seven earnings growth,” your brain probably conjures up an image of seven tech ...
New Bulls: Banks, Chips and Chinese Cars
It’s Thursday, and you know what that means… I’m doing my weekly review of stocks that have officially crossed over ...
The Cosmos on a Brokerage Screen
For most of this century, “investing in space” meant buying Boeing (BA) and squinting. You owned a defense contractor, pretended ...
Strength at the Top, Strain Below
As I wrote yesterday, technology stocks have been ripping higher, pulling the market along to new all-time highs. On the ...
The Crap Stock Rally
Technology stocks exploded higher last week. The State Street Technology Select Sector ETF (XLK) was up a monster 8.2%. After ...
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