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Stock Market
The stock market is driven by two key variables: the earnings estimates of industry analysts and the valuation multiple that investors are will to pay for those expectations. These QuickTakes monitor the latest developments relevant to stock investors.
191 posts
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Rotating Market Betting On Pivoting Powell
This is what Fed Chair Jerome Powell is likely to say at his presser tomorrow: "The economy has been…
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Market Call: Burning Or Churning?
Geopolitical risk increased on Saturday after a rocket strike from Lebanon killed 12 people in Israel's Golan Heights.…
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Valuation-Led Selloff Led by Magnificent-7
Today's stock market rout was led by the Magnificent-7. The Roundhill Magnificent Seven ETF (MAGS) was down 6.…
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Market Call: Ups & Downs of the Stock Market Cycle
The S&P 500 is down 2.9% from its record high of 5667.20 on Tuesday, July 16.…
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Market Call: Earnings Reporting Season Likely To Broaden The Stock Market Rally
We've previously written that our number one concern for the stock market is unsettling domestic and global political…
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Meltup!
We are raising our yearend target for the S&P 500 to 5800 from 5400. We are still targeting…
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Market Call: The Bull Market's Alleged Vulnerabilities
The stock market's bull run since October 12, 2022 has raised some concerns lately. According to the naysayers,…
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Market Call: Is The Stock Market Hazardous?
The stock market rose to another record high last week. It has been doing so in recent weeks led by…
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Technology Now & Then
Are stock market valuations too high? There is no obvious answer to the valuation question. So we are dependent on…
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Market Call: Momentum Meltup, Blowoff Top, Or Both?
Consumer price disinflation is raising expectations for a Fed rate cut, which is fueling a meltup in stock prices. This…
