Geoff Bysshe | September 20, 2026
Summary
- “It ain’t what you don’t know that gets you into trouble.
It’s what you know for sure that just ain’t so.” The most bullish part of the FOMC meeting wasn’t the rate hike; it was the clarity it
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Geoff Bysshe | September 13, 2026
Before this week’s Market Outlook, we’d like to take a moment to remember all those impacted by 9/11 and share a personal experience from that day.
Never Forget — Remembering Ari Jacobs
September 11 will always be deeply personal to …
Geoff Bysshe | September 6, 2026
While over the last several months, as the market has been coming to grips with likelihood of a higher Fed Funds rate and the reality of higher long-term rates, the ETF for the Mag 7 has been improving its technical …
Geoff Bysshe | August 30, 2026
With so much talk about what the Fed Chairman, Kevin Warsh, is saying he won’t say in the way of offering guidance, I decided to organize what he did say. I think it offers quite a bit of guidance into …
Geoff Bysshe | August 23, 2026
Summary
- Basic Materials (XLB) broke out of a multi-month consolidation, with unusually broad strength in copper and agricultural input stocks creating several attractive trend-trading setups.
- The strength in economically sensitive Materials supports the narrative of a healthy economy with persistent
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Geoff Bysshe | August 16, 2026
Last week was filled with bullish developments, but on Friday the focus was bearish news in retail sales, so let's start there.
Retail sales was expected to be up +.1% but as shown by the chart, it came in with …
Geoff Bysshe | August 9, 2026
Last week was filled with significant information in earnings, investor sentiment, inflation, interest rates, economic growth, geopolitics, and important technical milestones. However, often times, it’s what doesn’t happen that matters more than what does.
Weekly Market Outlook — Key Takeaways…
Geoff Bysshe | August 2, 2026
- Higher long-term interest rates are becoming a more meaningful headwind, even as the major indexes remain resilient.
- Market momentum has become increasingly selective, suggesting the rally may be less broad than the indexes imply.
- This week's earnings from Meta,
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Geoff Bysshe | July 26, 2026
Three trends are going to shape the rest of the year.
- The July Calendar Ranges are revealing an important market rotation. Semiconductors are weakening, while energy, industrials, transportation, and healthcare are emerging as leaders.
- Strong earnings reports from several important
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Geoff Bysshe | July 19, 2026
Summary:
- The 3-2-1 crack spread has reached an extreme, with important implications for inflation, Fed policy, gasoline prices, and refining stocks that recently broke out to all-time highs.
- IBM’s historic 25% collapse demonstrates how rising memory costs and concentrated AI
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