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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…
Technicals
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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: Bad Breadth Again
The stock market has a bad breadth problem again. For a while, it seemed to be attributable to the outperformance…
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Market Call: The Magnificent One?
Stock market pundits have been bemoaning the narrowness of the current bull market that started on October 12, 2022. It…
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Powell & Co. Remain Dovish
Powell & Co. were more dovish today than we (and stock investors) expected. The FOMC's Summary of Economic…
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Market Call: Investing Is For Teenagers
Contrary indicator alert! On Sunday, the WSJ posted an article titled "These Teenagers Know More About Investing Than You…
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How To Spot A Meltup
We are sure that Fed Chair Jerome Powell has recently reread former Fed-Chair Alan Greenspan's December 5, 1996…
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Not-So-Narrow Bull Market
Have the S&P 500’s eight largest-capitalization stocks, the so-called MegaCap-8, been eating all the jellybeans, starving the…
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Short-Term Caution Signs
The S&P 500 and Nasdaq 100 rose to fresh record highs today. That's great. Not so…
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Stock & Bond Prices Flying With The Fed's Doves
Today's Summary of Economic Projections (SEP) released by the FOMC after the committee's meeting was dovish.…
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Stock Prices Are Jumping Again
After the stock market closed on Friday, Moody’s reduced the US government's credit rating from “stable” to…
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Ackman's Big Short
“There is too much risk in the world to remain short bonds at current long-term rates,” Bill Ackman said in…
