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Disappointing guidance from Walmart (WMT) may have hurt the stock market on Thursday sending the broader indexes lower. But something is churning beneath the...
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Amazon and Nvidia say AI data center demand isn’t slowing
Amazon and Nvidia say AI data center demand is not slowing down
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Stock
When I consider the equity markets from a macro perspective, I begin with the analysis of the price of the S&P 500. Then I...
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It’s Wednesday, and markets rose sharply as President Trump walked back his comments on removing Fed Chair Jerome Powell and Treasury Secretary Bessent admitted...
Stock
When the stock market is turbulent, it makes sense to hedge some of your valuable equity positions. One way to do it is through...
Politics
A federal judge in Washington, D.C., on Thursday blocked a portion of President Donald Trump’s executive order on election integrity, specifically provisions related to...
Politics
The Trump administration is applauding a major move by a key South American ally in the global fight against terrorism. On Thursday, the U.S....
Editor's Pick
Editor's Pick
Stock
With the market selling off into the close today, it’s too early to write my usual “best five sectors” article. The risk of ranking...
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The market declined heavily on Friday likely setting up for more downside ahead. We had already begun to notice that mega-cap stocks were beginning...
Stock
On Wednesday, the Federal Reserve released minutes from its January 28–29 meeting. There weren’t any surprises — the Fed wants to see inflation go...
Stock
I was taught that the most bullish thing the market can do is go up. And while the major equity averages are yet again at...
Stock
Super Micro Computer, Inc. (SMCI) stock surged over 50% after reporting earnings last week. The top and bottom line results weren’t stellar. The guidance,...
Stock
It was another mildly bullish week as our major indices climbed very close to new, fresh all-time highs. We also saw a return to...
Stock
It was another mildly bullish week as our major indices climbed very close to new, fresh all-time highs. We also saw a return to...
Stock
Shifting Sands in the Top Five At the end of last week, there were some interesting shifts in sector positioning, though the composition of...
Stock
It was another mildly bullish week as our major indices climbed very close to new, fresh all-time highs. We also saw a return to...