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 ...
Tag: bullish
New Bulls for the Week: Homebuilders, Water Bottles and Africa’s Target
Today is Thursday, and you know what that means. I’ll be reviewing the stocks that recently crossed into “Bullish” territory ...
A Belated Bobby Bonilla Day… and New Bulls for the Week
We just passed the halfway point of 2026… and of the baseball season! So, let me take a moment to ...
The Anti-Tech Trade
Let’s talk about health care. It was last week’s best-performing sector by a country mile. Some of that strength reflected ...
Earnings Report Card: These Sectors Are Leading a Subtle Shift in Wall Street Confidence
Picture a Wall Street analyst in late March, staring at a screen full of red. Tariff noise, rate uncertainty, a ...
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. ...
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 ...
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 ...
Peace at Last. What’s Next for Energy Stocks?
Is it really over? President Donald Trump announced yesterday that America had reached a ceasefire deal with Iran, punctuating the ...
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 ...
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