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 ...
Tag: bearish
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 Anatomy of a Sector With No Weak Links
I’m not going to beat around the bush. My system has identified one sector that stands far above the rest. ...
The AI Bill Is Coming Due
For the third straight week, energy led the pack. The State Street Energy Select Sector ETF (XLE) climbed another 3.4%, making it ...
Earnings Report Card: Seven Stocks Carried the Market… The Other 493 Just Got the Memo
Every quarter, the same question lands in my inbox: Is this finally the one where the “Magnificent Seven” hand the ...
Earnings Report Card: Reading Between the Earnings Mirage
Every earnings season has one number that looks almost too good to be true. This quarter, it’s coming from the ...
Will AI Spending Send Materials Stocks Higher?
As I wrote yesterday, materials stocks took a beating last week. Even so, the sector remains one of the market’s strongest performers ...
Earnings Report Card: The AI Trade Faces Its Next Test
As we approach the start of earnings season next week, something is stirring in the earnings per share (EPS) guidance ...
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 ...
How Did THAT Stock Get on the List?
Today is Thursday, and you know what that means. I’ll be reviewing the stocks that recently passed the “Bullish” threshold ...
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