paid
New Risk: Powell Stoking Risk-On Trades
Fed Chair Jerome Powell's dovish congressional testimony yesterday and today stoked the hot trades in the financial markets…
Technology
25 posts
paid
paid
Nvidia For Fun & Profit
As a result of the AI gold rush, billions of dollars are being spent on Nvidia’s GPUs. They seem…
paid
38,000
The DJIA rose to a new record high of 38,001.81 today (chart). The DJTA is lagging behind the…
public
Market Call: Three Scenarios
We now see three possible historical precedents for the economy, the Fed, and the stock market's performance ahead:…
paid
NVIDIA Leads The Way
Nvidia led the stock market higher today after the world's most valuable chipmaker announced new desktop graphics processors…
public
Are Stock Valuations Rerating?
The economic news today was very good. But the stock market sold off sharply for the second day in a…
paid
Another Tech Wreck?
The market chose to go down today on Google's disappointing Q3 earnings report rather than Microsoft's…
paid
Bull Market or Rally in a Bear Market?
Our short answer to the question posed in the title: "Bull market." The S&P 500 rose…
paid
Chips Are Hot Despite Recession Fears
Semiconductor investors didn't get the recession memo. They have anticipated the industry’s improvement for many months. The…
public
Disintermediation: New Problem For The Fed
Yesterday's sell-off in the stock market was led by bank stocks. It was mostly triggered by fears that…
paid
US Production and LEI Signaling Softish Landing
There was a tiny hint of a manufacturing recession in May's industrial production index, which was reported today.…
public
Tech Has Had a Rough Year, but What Comes Next?
The front cover story of the May 30 BusinessWeek is titled THE GREAT TECH ROUT (linked below). Might this be…
