Category: Daily Wrap

The next two weeks into year end are going to increasingly see fewer and fewer market participants as trading desks...

In this quick addendum to the Afternoon Update, I’m wondering just what the heck is happening at the Fed? Powell’s...

The S&P was up 6 consecutive days coming into today and 7 weeks in a row. I think this pendulum...

***I’ve had a lot of 12 to 16 hour days the past few weeks and I don’t like posting the...

Stocks initially traded in a cautious manner today despite some welcome disinflation seen in the November Producer Price Index. Market...

The stock market started the session on a mixed note. Initially, Treasury yields moved higher and stocks struggled near yesterday’s...

Monday’s trade was a brief window of calm before things really pick up with economic data, several central bank policy...

I was going to put out a video this weekend. I spent most of Sunday outlining the key points to...

I’ve had a LOT of content this week so I’m just going to add a few notes and events coming...

Each night I find have so much information to share with you as things went from extremely dull a couple...

I’ve been putting in more than a few 16 hour days over the last week. Dull markets are often a...

The key features of today’s trade include: No Short Squeeze in equities. That resulted in clear underperformance of the indices,...

Bifurcated! I don’t get to use that word a lot. Another word I’ll throw out there, “Euphoric.” Macroeconomic data was...

I have a lot for you again tonight. I’ve always said that “Dull markets cause me the most work”. I...

My apologies for the late hour of this post. I have been working pretty much non-stop since the close. There’s...

I am still working on tonight’s Daily Wrap. I think it’s an important one and there’s a lot to cover....

First, God Bless Charlie Munger. He passed peacefully today at 99 years old. I love the common sense of this...

Talk about a dull day in the market! It felt the same as Friday’s half day on this Cyber Monday,...

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This is going to be my last post of the day so I can do last minute shopping for Thanksgiving....