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The Trend In Technology and Ai Stocks Appears Technically Strong

Signals the AI Stock Rally Could Continue Into Year End

Tom Essaye at The Sevens Report highlighted opportunities within the Magnificent Seven, software, and chip maker names

“The trend in technology and Al stocks appears technically strong going into the fall,” Essaye said.

Also, click here to view the full article published in Barron’s on September 22nd, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


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Tom Essaye Quoted in Barron’s on September 22nd

Stock Futures Waver Near Flatline as Wall Street Craves Diplomacy

“Today focus will stay on geopolitics and if there’s any confirmation of progress towards a ceasefire between the U.S. and Iran, look for oil and yields to fall further and for stocks to rally,” Tom Essaye at The Sevens Report wrote.

Also, click here to view the full article published in Barron’s on September 22nd, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.


Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Focus Will Remain Primarily On Geopolitics | Tom Essaye Quoted in Barron’s

Dow Futures Bounce Back as Tech Stocks Struggle for Direction

“Today focus will remain primarily on geopolitics and any positive headlines about ceasefire progress should pressure oil and yields and help stocks lift,” Tom Essaye of The Sevens Report says ahead of the market open.

Also, click here to view the full article published in Barron’s on September 2nd, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.


Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Tom Essaye Analyzed Three ETFs Launched In July

Small-Caps, Bitcoin, and a Cathie Wood Buffer: 3 New ETFs

Strategist Tom Essaye analyzed three exchange-traded funds launched in July: Wasatch Small/Mid Cap, T. Rowe Price Active Crypto, and ARK DIET Q3 Buffer.

Small-caps, crypto, and Cathie Wood. That trio caught the attention of top strategist Tom Essaye.

Two are the themes of new exchange-traded funds. The other is a new ETF run by the savvy money manager Wood.

Tom Essaye, editor of The Sevens Report newsletter, often takes a look at ETF launches and other actively managed funds in the news.

Also, click here to view the full article published in Barron’s on August 26th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.


Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

The Market’s Just Waiting For The Light To Turn Green

The Stock Market Is at a Stop Light. Wall Street Awaits ‘Green Light’ on Iran, Inflation.

“We really are at a little stoplight on the drive higher, and the market’s just waiting for the light to turn green on Hormuz and on CPI, and then I think the rally will resume,” says Sevens Report Research’s Tom Essaye.

For the market, the on-again-off-again nature of supposed talks to reopen the Strait of Hormuz have become a “nuisance” for markets, Essaye says, though he thinks Wall Street sees an agreement as inevitable. In the meantime, WTI crude oil futures were up 1.3% to $83.20 a barrel.

“That’s not on the forefront of the market’s radar, but it should be,” Essaye says. “Because if we get a hot CPI tomorrow, they’re going to take a run toward 5%, probably by the end of the week. And that would be a new negative for markets.”

Also, click here to view the full article published in Barron’s on August 11th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.


Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Earnings Growth Is Really Acting As A Massive Support For The Market

Tech Stocks Slide Again Ahead of Key Inflation Reports

Sevens Report Research’s Tom Essaye told Barron’s that Wall Street is viewing the mixed signals over the key energy shipping choke point as “a nuisance.”

“All the market cares about is transit through the Strait getting back to normal, and that is going to happen,” says Essaye. “This sort of mindless delay that we’re going through, and back and forth, is now just sort of an annoyance more than anything else.”

The attention will turn to inflation starting with the Wednesday release of the consumer price index for July, followed the respective update on wholesale prices on Thursday. Essaye doesn’t expect the data to spark a broader stock market swoon.

“The earnings growth is really sort of acting as a massive support for the market, so for that to be overcome, we have to have really significantly negative macro risks,” says Sevens Report Research’s Tom Essaye. “And they’re just not there.”

Also, click here to view the full article published in Barron’s on August 11th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.


Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Tom Essaye Argues The Risks Will Be Worse In The Case Of A Too Hot Report

Dow and Nasdaq Head in Different Directions

Wall Street is holding its collective breath ahead of tomorrow’s July nonfarm payrolls report. The threat of higher interest rates have traders holding out hope for a report that’s not too hot, but not too cold, either. Sevens Report Research’s Tom Essaye argues the risks will be worse in the case of a “too hot report.”

“A very strong jobs report could boost wage-driven inflation fears, which could cause the 10-year yield to rise (that would clearly be a headwind on stocks),” Essaye writes. “Conversely, even if the jobs report is soft (and the August release can sometimes be), it’s just one bad labor market indicator (while all the rest are showing stability).”

Also, click here to view the full article published in Barron’s on August 6th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.


Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Tom Essaye Described The Central Banker As “A Very Glib Man”

Review & Preview: Warsh’s Credibility

Sevens Report Research’s Tom Essaye told me it felt like Warsh was lecturing market participants about his plans to dial back communication and reshape the central bank. Essaye described the central banker as “a very glib man.”

“I’m not saying that he’s not going to be the greatest Fed chair in the world—maybe he will be—but you’ve introduced a radical change to one of the most important parts of the market,” Essaye said. “It’s not a game. People are trying to not lose money. And we’re trying to manage where interest rates are going, so it just seems to me like a very radical communication alteration.”

Essaye adds that Warsh “lost a little bit of inflation credibility” from the bond market, where some traders are concerned that rising inflation caused by the Iran war could be challenging for the central bank to navigate. Odds of a hike were north of 30% just 20 minutes before the Fed released its decision, according to the CME FedWatch Tool.

Also, click here to view the full article published in Barron’s on July 29th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.


Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Tom Essaye Quoted in Barron’s on July 28th, 2026

Dow Rises, But Nasdaq Drops on Global Chip Selloff

“A heavy selloff in Asian chipmakers, including in a ~10% drop in the South Korean KOPSI index, is dragging broader equity markets lower amid valuation and capex worries,” writes Sevens Report Research’s Tom Essaye. “Today, focus is likely to be on whether the pre-market selloff in tech stocks accelerates or stabilizes as trading gets underway on Wall Street.”

Also, click here to view the full article published in Barron’s on July 28th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.


Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Tom Essaye | Investors Will Be Looking For Goldilocks Data

Dow Opens Higher, but Heads for Third-Straight Weekly Decline

“There are no Fed speakers or Treasury auctions today so investors will be looking for Goldilocks data (resilient, steady growth and cooling inflation trends) and easing geopolitical tensions in order for this morning’s rebound to hold,” writes Sevens Report Research’s Tom Essaye.

Also, click here to view the full article published in Barron’s on July 24th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.


If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.


Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.