Understanding Why Tech Stocks Have Exploded Higher (And...
What’s in Today’s Report: Understanding Why Tech Stocks Have Exploded Higher (Again) and If It Is a Bubble This Time and more...
Is This An “Earnings vs. Everything Else” Market?
What’s in Today’s Report: Is This An "Earnings vs. Everything Else" Market? Weekly Market Preview and more...
Monthly Bitcoin & Crypto Update (May)
What’s in Today’s Report: Monthly Bitcoin & Crypto Update (May) and Futures are sharply lower as rising Treasury yields.
New ETFs for Your Watchlist (April Launches)
What’s in Today’s Report: New ETFs for Your Watchlist (April Launches) and Futures are modestly higher on strong CSCO earnings.
MMT Levels Chart: Concentration Risks Rise Again
What’s in Today’s Report: Market Multiple Targets – S&P 500 Chart and “Concentration” Approaches ATHs Amid Overbought Conditions.
May MMT: Fundamental Improvement But What’s Next?
What’s in Today’s Report: May Market Multiple Table: Fundamental Improvement But What’s Next? Futures are lower and more...
What Could Go Wrong for This Market?
What’s in Today’s Report: What Could Go Wrong for This Market? Weekly Market Preview: Does the ceasefire finally happen?
Jobs Day
What’s in Today’s Report: Jobs Day, Can a Run Hot Economy Turn into Stagflation? Futures are modestly higher this morning.
Jobs Report Preview: Goldilocks, Stagflation or Run Hot?
What’s in Today’s Report: Jobs Report Preview: Goldilocks, Stagflation or Run Hot? Futures are little changed and more...
What Is a “Run-Hot” Economy (And What Does...
What’s in Today’s Report: What Is a “Run-Hot” Economy and What Does It Mean for Markets? ISM Services PMI Takeaways and more...