Searching for Strength Beyond Silicon Valley… New Bulls for the Week
Is the sell-off in tech over? It may be too early to say. But it’s certainly been a rough month. ...
Tag: AI
The Gritty Underbelly of the AI Economy
As I wrote yesterday, the technology sector has been on fire this year. Unfortunately, it’s off to a rougher start ...
Western Digital and the Return of ‘Irrational Exuberance’
Hard drive maker Western Digital (WDC) has been on a tear all year. It rose 41% last week… and is ...
The Tale of Two Solars
Picture two guys having coffee this morning. The first is a residential solar salesman in Phoenix. He used to close ...
The Quiet Bull Market You Missed
2026 has been completely dominated by two major investment themes. The first is the explosion in AI infrastructure spending that ...
Earnings Report Card: Oil Is Quietly Reentering the Market Narrative
For the past two years, corporate America had basically stopped talking about oil. Earnings call after earnings call, executives were ...
Retail Turnarounds to International Value Plays… New Bulls This Week
Today is Thursday, and you know what that means. I’ll be reviewing the stocks that recently passed the “Bullish” threshold ...
The Country That Doesn’t Exist
There’s a country with no flag, no capital and no seat at the United Nations. It has no government, no ...
The Bullish Case for Energy Just Got Stronger
Yesterday, I wrote about energy’s return to the top of the leaderboard. After a particularly strong week, the State Street ...
Feeling Whipsawed Yet?
This time last week, technology shares had just come off of one of their best weeks in recent history, up ...
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