About a month or so ago, we discussed a company that was left for dead by institutions.
It had back-to-back nasty earnings reports, and institutions kept dumping it all through March.
But during the bloodletting, we started to see some …
About a month or so ago, we discussed a company that was left for dead by institutions.
It had back-to-back nasty earnings reports, and institutions kept dumping it all through March.
But during the bloodletting, we started to see some …
If you've followed the past year’s macroeconomic developments, you’d know the Federal Reserve’s in a sticky situation.
They denied that inflation would be structural for most of 2021 — they kept saying it would be transitory and tied it to …
My watchlist’s largest move today was Twitter (TWTR), which is up over 25%.
Was there any news? Any material changes to the company?
Well, one thing you’ll find interesting…
Everyone’s favorite billionaire serial entrepreneur — Elon Musk — just became …
SPY Chart
The S&P put in a final stop-run this week. We’ve been keying off the 454-457 zone and expecting some selling to come back in…
But it's rarely a "clean" level to work with.
Instead, we see a …
I have a very robust network of investors and traders I talk to…
And everyone’s minds’ are stuck on the same topic:
Whether or not the Fed’s stuck on the wrong foot.
Here’s the basic idea:
After 2020’s bear market, …
After a quiet 2021, the market finally saw a hard reset in risk assets.
In hindsight, we know what drove this move:
Continually sticky inflation numbers are forcing central banks to adjust their expectations on future interest rate actions, leading …