Collapsing Stock Prices Should Not Surprise Investors.
Wall Street Is Losing Faith in the Hyperscalers' Growth Story.

Geoff Bysshe | November 1, 2026

 

It takes more than strong earnings to make a growth stock go higher. Investors need to expect the stock's growth story to attract new buyers going forward. This expectation is the "E" in the PRIME factors that drive durable …


Is The Bull Market A Bargain or Broken?

Geoff Bysshe | October 26, 2026

Over the last two weeks, the market narrative behind the most influential sector (semiconductors, SMH) in the AI driven bull market has shifted significantly.

This week's earnings reports from AAPL, GOOGL, and MSFT are likely to add fuel to volatility …


What Does This Record Correlation In Bonds & Oil Mean For Stocks?

Geoff Bysshe | October 18, 2026

Last week ended with SMH closing down for a 9th consecutive day. On paper, this bearish streak is its longest in 25 years, but as we’ll see below, it may not be as bearish as many think.

It also only …


Big News For Stocks Under The Bond Market

Geoff Bysshe | October 11, 2026

 

Last week, stocks (SPY) got off to the bullish start we were looking for, but then the roller coaster of news events took over.

Click here for the live SPY chart

 

The most impressive part of stocks’ Monday …


The Stock Market Is NOT Ignoring The Bond Bear Market

Geoff Bysshe | October 4, 2026

It’s been all too common to read that “stocks ignored the bearish move in bonds.”

While that's been true at times, the bigger picture doesn’t support it, and ignoring it could be costly.

The cost could come from both being …


September Changed The Market Narrative, and
Hopefully Taught AAPL A Big Lesson!

Geoff Bysshe | September 27, 2026

September Wasn’t Nice To Stocks

Since the tech trade (SMH) peaked earlier this year, the market demonstrated its resilience as the equal-weighted S&P 500 (RSP) and the IWM moved higher, while SMH moved lower.

Nothing lasts forever, and with ample …


Stocks Didn’t Really Rally Because Of The Rate Hike.
But SMH and HOOD Are Ready To Run.

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
…

Can Stocks Overcome These 3 Bearish Narratives?

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 …


Are The Mag 7 Looking To Lead The Market Again?

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 …


Clear Market Moves From A
Clear Message From Chair Warsh

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 …