Economic data this week has not been positive for stocks
Economic data this week has not been positive for stocks and while it hasn’t invalidated any of that bullish mantra, it has weakened it, Tom Essaye, founder of Sevens Report Research, said.
The fundamentals are positive but they still don’t justify current valuations
While the fundamentals are positive, they still don’t justify current valuations — making the market vulnerable to a negative surprise.
Fed Preview
What’s in Today’s Report: FOMC Preview: Hawkish-If vs. Dovish-If and 10-Yr Treasury Note Yield Hits 2024 High: Chart.
It’s All About Growth
What’s in Today’s Report: Cut Through the Noise: It’s All About Growth and Weekly Market Preview – Fed Decision and Forecasts in Focus
Why Yesterday’s Data Was Worse Than the Market Reaction
What’s in Today’s Report: Why Yesterday’s Data Was Worse Than the Market Reaction and more.
The AI craze is a modern gold rush
The AI craze is a modern gold rush, and the tech ‘picks and shovels companies’ are seeing earnings explode as companies buy chips and cloud space to fuel the boom…said Tom Essaye.
Renewed Rotation Risks (Smart Money Is Getting Defensive)
/in Investing, Reports/by Tom EssayeWhat’s in Today’s Report: Recent Sector Performance Points to Smart Money Getting Defensive