Market’s continue to rally but the increase in option implied volatility signals the end may be near.
Stocks Make New Highs Again – But Traders Pay To Hedge Downside
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Stocks Make New Highs – Fed Rate Cut Seen as Certain
Boy are these valuations worrisome.
Jobs Data Disappoints but Stocks Don’t
The stock market tends to go up over time. That is something permabears forget (or ignore).
“Old Economy”? Yes! AI? Not so much.
It will be a fun week for traders.
Four Down Days, One Big Up Day Thanks to the Fed
The Fed’s Powell saves the week with talk of rate cuts.
Stocks Make New Highs Thanks To Megacap Tech
A rate cut will help stocks continue to rally but….
Stocks Make New Highs And Manage To Hold That Level This Week
Be long but be watchful.
Stocks Make New Highs Then Give It Back as Jobs Data Disappoints
That got ugly in a hurry.
Stocks Make New Highs Thanks to Earnings as Tariff Fears Ease
Traders hate being long volatility during August but watch for China to induce some spasms of volatility in the tariff battle.
Stocks Rally, Earnings Impress…but Inflation
My favorite stock right now is…GOOGL
Stocks Pull Back Slightly As Tariffs Return, Earnings Loom
My favorite stock right now is…GOOGL
Stocks Make New Highs, More New Jobs Than Expected – Corrected
The 90-day pause on new tariffs is due to end soon.
Peace Breaks Out, Inflation Is Tame, Stocks Love It.
Option prices in a number of the names we cover have gotten very cheap.
Inflation is Tame and the Fed Is on Hold. What’s Next For Iran?
Investors can stand a setback. But not many of them if they are self-inflicted.
It’s Never Good When Traders Have to Look at a Map
Last week I commented that, “So the two things that will worry me this summer? Tariffs and the tax bill with its impact on the bond market.” War did not make my list. I was wrong.
