The good news is that October 2022 just registered the best monthly returns for the DJIA since 1976. The DJIA... read more →
Today is Halloween, and so far it’s been a very spooky year for investors. Inflation, rate hikes, geopolitical conflict and... read more →
The market has done a reasonably good job this week shaking off some big, large cap tech earnings misses. Weak... read more →
Inter-market relationships have been much more important for stocks than in past years. I have been highlighting in meetings, and... read more →
Despite overwhelmingly bearish investor sentiment (or perhaps because of it), the S&P 500 index managed to rally 4.75% last week... read more →
Roughly 20% of companies in the S&P 500 index have reported Q3 results as of this morning. So far, the... read more →
While the Fed continues to maintain its focus squarely on slowing inflation and employment, in the meantime it’s the housing... read more →
Lots of bank earnings the past few days. I don’t see many surprises so far in what has been released: M&A... read more →
When positioning is historically bearish you get reversal days like we saw yesterday. Intraday, the S&P 500 moved from a... read more →
Last Friday’s strong payroll report noted a robust and healthy labor market – which is the last thing the market... read more →