Tech Decline Part Two: Staying Long With Less...
What’s in Today’s Report: Tech Decline Part Two: Ways to Stay Long Tech But Reduce AI Infrastructure and more...
Tech Decline Part One: Five Reasons Tech Has...
What’s in Today’s Report: Tech Decline Part One: Five Reasons Tech Has Dropped and Futures are higher as global tech shares rebound.
Did Markets Pass or Fail the Three Tests...
What’s in Today’s Report: Did Markets Pass or Fail the Three Tests Last Week? Weekly Market Preview: Focus on Earnings This Week.
What is the Copper-Gold Ratio Telling Us About...
What’s in Today’s Report: What is the Copper-Gold Ratio Telling Us About This Market? Futures are sharply lower as selling in tech continued.
Tom Essaye Interview on Yahoo Finance
Tom Essaye discuss the CPI report and what it means for the outlook on inflation, the Federal Reserve, and the path forward for interest...
How to Talk to Clients About the Latest...
What’s in Today’s Report: How to Talk to Clients About the Latest in Iran and futures are lower following disappointing tech earnings.
Are Bad IBM Earnings a Warning for Broader...
What’s in Today’s Report: Are Bad IBM Earnings a Warning for Broader Tech? Takeaways From the “Cool” June CPI Report.
Evolution of the AI Trade: ROCs, SOCs and...
What’s in Today’s Report: Evolution of the AI Trade: ROCs, SOCs and SaaS and Futures are flat despite a continued rise in oil prices.
Three Tests for the Rally This Week
What’s in Today’s Report: Three Tests for the Rally This Week and Weekly Market Preview: A Critical Week for Inflation, AI and the Fed.
Monthly Bitcoin/Crypto Market Updates
What’s in Today’s Report: Monthly Bitcoin/Crypto Market Updates and Futures are little changed following a quiet night of news.