The Stealth Bull Market Nobody Is Talking About
Six weeks. That’s how long U.S. bank stocks have been winning — quietly, consistently and almost entirely under the radar. ...
Tag: tech
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 ...
The Bull Market Didn’t Die… It Just Moved
Stocks are getting hammered. Or are they? It depends on where you look. Last week, the State Street Technology Select ...
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 ...
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 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 ...
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 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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