Tom Essaye Quoted in Barron’s

 

All the market cares about is ‘no more further escalation


The VIX Falls Below 30. Latest Iran Headlines Calm the Market’s Fear Gauge for Now.

“All the market cares about is ‘no more further escalation,'” Sevens Report Research’s Tom Essaye told Barron’s. “As things are now, we can live with. The fear is it continues to escalate, and now we’ve got attacks all over the place in the Persian Gulf. And this appears to take the teeth out of that—although it is sort of impossible to figure out what the ‘truth’ is going to be in a few hours.”

Also, click here to view the full article published in Barron’s on March 31st, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


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Sevens Report: IGV Weakness Raises Tech Market Concerns

Tom Essaye warns lack of rebound in software ETF is a caution signal


IGV: If this Software ETF Can’t Rally, be Wary of Trading Tech Stocks

Fears that AI could have broader economic consequences weighed on software stocks in Q1, and that pressure remains evident in the iShares Expanded Tech-Software Sector ETF (IGV). The fund has not staged a meaningful rebound and continues to trade only modestly above its 2026 low, observes Tom Essaye, president of the Sevens Report Research.

Geopolitical tensions, including the Iran conflict, recently drove defensive flows into mega-cap tech. While that rotation supported broader indices, IGV did not participate and remains below recent highs.

Fundamentals have not materially deteriorated. AI concerns have not intensified, and recent software earnings were generally stable. However, the absence of upside momentum is notable.

A break below the February low would be a negative technical signal for tech and could weigh on the broader market. Even with potential geopolitical easing, AI uncertainty and private credit risks remain unresolved headwinds.

Also, click here to view the full article on Moneyshow.com published on March 27th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


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 The oil market is showing signs of exhaustion says Tyler Richey

The oil market is showing signs of exhaustion, says Tyler Richey


Oil prices end at highest since August 2022, then fall in electronic trading

The oil market is showing signs of “exhaustion in the squeezy, geopolitically fueled oil-market advance,” said Tyler Richey, co-editor at Sevens Report Research. West Texas Intermediate crude has climbed 41% month to date, according to Dow Jones Market Data. “That doesn’t necessarily mean more upside is out of the question,” just that the market is consolidating the unprecedented rally in U.S. oil prices since the start of March, Richey noted.

As far as the very-near-term price outlook goes, Richey said he “would push back on the idea that ‘the sky is the limit for oil prices'” for now. The most pronounced price gains have been concentrated in the spot month contracts, and that has yet to “spill over into longer-term contracts” beyond the end of 2026, he said.

Also, click here to view the full article published in MarketWatch on March 10th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


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Price volatility in oil futures remains historically extreme says Tyler Richey

Price volatility in oil futures remains historically extreme right now said Tyler Richey


Oil futures lose more than 11%, as energy ministers consider release of emergency crude reserves

“Price volatility in oil futures remains historically extreme right now,” said Tyler Richey, co-editor at Sevens Report Research. It is “safe to expect more volatility in the sessions ahead regardless of the direction, as the market has become almost entirely headline-driven with keen focus on the Middle East,” he told MarketWatch.

Also, click here to view the full article featured on Morningstar published on March 10th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.


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The Market Remains In A Risk-Off Dynamic Says Tyler Richey

The market remains in a risk-off dynamic


Stocks Are Falling as Oil Prices Head Higher

“The market remains in a risk-off dynamic but positioning is beginning to become stretched with any positive geopolitical news likely to spark a significant relief rally,” said Tyler Richey of The Sevens Report.

However, should the news flow not improve, Richey expects “the pain on Wall Street to continue with small-caps continuing to take the brunt of the selling pressure amid rising interest rates.”

Also, click here to view the full article published in Advisor Perspectives on March 9th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


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Focus Will Remain On Geopolitical Headlines

Focus today will remain on geopolitical headlines


Stocks Are Falling as Oil Prices Head Higher

“Focus today will remain on geopolitical headlines and any progress towards a cease-fire or increased transit through the Strait of Hormuz will be a positive for stocks,” writes Sevens Report Research’s Tom Essaye.

Also, click here to view the full article published in Barron’s on March 5th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


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Tom Essaye joins Opening Bid host Brian Sozzi to discuss the latest data.

Tom Essaye joins Opening Bid host Brian Sozzi to discuss the latest data.


Jobs data disappointment fueled by AI displacement & more

Sevens Report founder Tom Essaye, Yahoo Finance Senior Reporter Brooke DiPalma, and Yahoo Finance Senior Reporter Ines Ferré join Opening Bid host Brian Sozzi to connect the dots on the latest data.

Everybody’s sort of making the assumption that the economy is fine, and I get it. Most of the data is showing pretty solid growth. But the reality is that we are still in a labor market that’s a bit in flux. Now, I don’t think the negative 92,000 number is necessarily exactly correct. I think that there was a strike that added 30, I think 1,000, and then the weather did have some sort of impact. But the reality is we are in a no hire, no fire labor market. and that’s fine as long as it’s stable. But if all of a sudden it can quickly go to a firing and layoff labor market, then we have an economic problem and that is exactly what we do not need given all the other headaches we have.

Also, click here to view the full video published on Yahoo Finance on March 6th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


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Sevens Report: AI Optimism Is Giving Way to Existential Fears

Tom Essaye says investors now worry AI could undermine entire business models.


Big Moves Have Rocked Stocks. There Might Be More to Come.

Yet “now investors fear it’ll go too far,” as Sevens Report President Tom Essaye writes. “Put simply, the concern now is that AI will boost productivity so much that it won’t just lead to reduced head count, it will lead to the elimination of the entire company and business!”

“AI spending is damaging the financial footing of the biggest tech companies in the markets and with no end to the spending in sight, this is making investors nervous that free cash flow from these companies will be depressed for years, all on the massive bet that AI is widely and aggressively adopted by the population,” writes Essaye. And don’t forget the rapidly growing Chinese competition.

Also, click here to view the full article published in Barron’s on February 25th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


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Tom Essaye Talks About The Legitimacy of These AI Fears with Yahoo Finance

Tom Essaye Talks About The Legitimacy of These AI Fears with Yahoo Finance


AI scare: Citrini’s report is just a ‘thought experiment’ for now

Sevens Report Research founder Tom Essaye, Yahoo Finance Markets and Data Editor Jared Blikre, and Yahoo Finance Senior Reporter Ines Ferré assess the legitimacy of these AI fears as disruptions ripple across the software landscape. IBM (IBM) shares dropped yesterday while Wall Street investors adjust their price targets on Workday (WDAY).

So the whole AI enthusiasm, AI bull market has been driven on the idea that AI is going to make companies much more productive, right? Which means better margins and more earnings. But now, the thought is going beyond that. It’s saying, wait, it’s going to become so productive that we’re actually not even going to need all of these industries. And there won’t be jobs for people.

Also, click here to view the full video published on Yahoo Finance on February 24th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


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Tom Essaye Explains Tariff Uncertainty Live With Yahoo Finance

Tom Essaye explains what the tariff uncertainty means for companies, consumers, and markets with Yahoo Finance


FedEx is latest company to sue Trump admin. for tariff refunds

Sevens Report Research founder Tom Essaye joins the live show with Yahoo Finance Markets and Data Editor Jared Blikre and Yahoo Finance Senior Markets Reporter Ines Ferré to break down what the tariff uncertainty means for companies, consumers, and markets.

I don’t think it’s going to impact markets. Look, in the short term, the tariff chaos is just adding to the general uncertainty that AI anxiety has brought on the markets.

Here’s the key about tariffs. The markets are not worried that the Trump administration is going to do something so, for lack of a better word, dumb that it’s going to hurt the economy on trade. Trump and the administration have backed off numerous times. The market continues to think they will. The refund thing is going to be a mess for years. The lawyers are going to be the biggest winners from that, not the consumers. I don’t think tariffs are a major issue for this market.

Also, click here to view the full video published on Yahoo Finance on February 24th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


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