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
…
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,
…
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
…
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
…
Geoff Bysshe | July 12, 2026
Summary
- Despite higher inflation, weaker GDP forecasts, and rising interest rate expectations, the market continues to climb on confidence in corporate earnings.
- This earnings season may determine whether investors continue rewarding strong results—or begin viewing them as "peak earnings."
…
Geoff Bysshe | July 5, 2026
The bearish fears surrounding the SPY as it tests its 50-day moving average are well grounded if you look beneath the surface of the major indexes.
For example, the MAG 7 darlings of the recent past are now being referred …
Geoff Bysshe | June 28, 2026
The market’s leading sector, Semiconductors, SMH, closed the week below its prior week after trading at all-time highs. This is the second week in the last four that this key reversal pattern has shown up.
When this pattern follows through …
