The Q2 Market Kickoff and Where We’re Heading in April 3/31/23

The Q2 Market Kickoff and Where We’re Heading...

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Semis At An Inflection Point… And Navigating An ‘Expensive’ Market 9/18/26

A potential inflection point for semi stocks, as the group underperforms the software space this quarter. The divergence in the tech trade, and how it could set up the chip trade in Q4. Plus, an iPhone sales test for Ternus, how AI could take center stage at next week’s Trump-Xi ...  Show more

Stocks Climb as Oil, Yields Retreat… And Impact Of Fed Rate Hike On Housing Market 9/17/26

Stocks rallying on Wall Street as oil prices and bond yields pull back after yesterday’s Fed-induced sell-off. The sectors seeing the biggest bounce, and where one market strategist sees the 10-year heading next. Plus the nuclear trade goes radioactive, the technical take on cybe ...  Show more

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