Category: Daily Wrap

We know that with the light macroeconomic week, Nvidia is the week’s fulcrum event. What we didn’t know (although perhaps...

There’s a little of everything in today’s mix. First, Ukraine got the most attention after getting the go-ahead from Washington...

Beyond the initial election knee-jerk reaction, we’re starting to see the enthusiasm cool and investors starting to ask more questions...

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Nothing much has changed from this morning, except the rate of change of decline slowed while making lower lows. Unless...

While PPI came in pretty much at consensus, a deeper dive revealed that the last mile is often the hardest...

It took a little more time than usual this morning to see what the impact of CPI was. I didn’t...

While there could be some factors that I think are too early to call (such as recent weaker 3C charts),...

***Quick note – I hope you can make it through the entire post as there are tidbits scattered throughout that...

The election is such a key event and should drive rotation among the big boys, but most of the moves...

The most interesting aspect of the market’s reaction last night (election night) was shortly after the first polls closed on...

I’m not going to waste your time tonight trying to make more of the market than what it was. It...

Mega Caps and chipmakers had an outsized impact today following Meta Platforms and Microsoft earnings. Sharply rising market rates this...

After Alphabet’s (GOOG +2.9%) earnings after the bell yesterday, you might have expected a strong day in the Nasdaq-100. It didn’t...

This heatmap of the S&P mostly encapsulates the day… There’s a lot of green, but that’s all the heavily weighted...

Israel launched its much anticipated retaliation against Iran over the weekend and as far as I can tell, it was...

Market rates have increased from pre-market from down 2 bp to now Up +4bp. Buying activity in the equity market...

This hasn’t been a good week for the stock market with stocks dropping for the 3rd consecutive day, which is...