Why Are “AI Stocks” Trading at Such Low...
What’s in Today’s Report: Why Are AI Semiconductor and Memory Stocks Trading at Such Low Multiples? Ask ORCL (The Bear Case).
Another Busy Week (Geopolitics and the Fed)
What’s in Today’s Report: Weekly Market Preview: Two Headwinds Possibly Removed? U.S./Iran War and Fed Rate Hikes and more...
Why the NFIB Small Business Survey Matters to...
What’s in Today’s Report: Why the NFIB Matters to You and Your Clients, PPI Takeaways – More Evidence Inflation Will Prove to Be “Transitory”.
How to Capitalize on the World Cup (5...
What’s in Today’s Report: How to Capitalize on the World Cup – 5 Top ETFs to Buy, CPI Takeaways – Inflation Rises, But Core...
June MMT Chart: Three Technical Caution Signals
What’s in Today’s Report: June MMT Levels: S&P 500 Chart-Three Caution Signals, Futures are lower after the latest geopolitical escalations.
June MMT: Positive News vs. Stretched Valuations
What’s in Today’s Report: June Market Multiple Table: Positive News Drives Stocks Higher, But Valuations Are Stretched and More...
Is There a Potential AI Oversupply Problem?
What’s in Today’s Report: A Potential AI Oversupply Problem? Weekly Market Outlook – Looming IPOs and Key Inflation Data in Focus.
Jobs Day
What’s in Today’s Report: Jobs Day, Is AI Friend or Foe to the Labor Market? Futures are modestly lower this morning.
Jobs Report Preview: More Evidence of a Run...
What’s in Today’s Report: Jobs Report Preview: More Evidence of a Run Hot Economy? Futures are modestly lower this morning.
Understanding Where Earnings and Revenue Growth Is Coming...
What’s in Today’s Report: Understanding Where Earnings and Revenue Growth Is Coming From, Visual – Money Is Moving From the Hyperscalers.