The Market’s Best Defense Is Hiding in Its Scariest Neighborhood
I ran a defensive screener this morning before my coffee had even finished brewing. I knew what I was going ...
Tag: tech
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 ...
The AI Capex Hangover Has Arrived
Google parent Alphabet (GOOGL) absolutely crushed earnings estimates yesterday after the closing bell. Revenues climbed 24%– a massive jump for a company ...
The AI Gold Rush Just Faced Its First Real Test
The AI trade is officially in a bear market. Wait… what? That can’t be right. Can it? Believe it or not, it’s true. ...
AI Faces Its Biggest Test Yet
Is the AI spending boom running out of steam? We’re about to find out. The next two weeks will be ...
Banks, Books and Beer: New Bulls for the Week
Today is Thursday, and you know what that means. We’ll be examining stocks that recently crossed into “Bullish” territory by ...
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 ...
The Overlooked Edge in American Energy
Three weeks in a row? Not this time. Health care relinquished the top spot after leading the market for the ...
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