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.
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.
Is More U.S/Iran Fighting a Real Negative for...
What’s in Today’s Report: Is More U.S/Iran Fighting a Real Negative for the Market? Futures are slightly higher on reduced geopolitical fears.
July MMT Levels: S&P 500 Chart
What’s in Today’s Report: July MMT Levels: S&P 500 Chart and NY Fed Inflation Expectations (slight hawkish surprise).
July Market Multiple Table
What’s in Today’s Report: July Market Multiple Table: Expected Earnings Growth Supports the Markets, But Valuations Still Stretched.