Last week’s news headlines were filled with records of bullish records like consecutive up days, the biggest one-month market recovery, and more. At the same time, bearish records related to Trump’s first 100 days, consumer sentiment, inflation expectations, and more …
Forget about looking for a “Trump Put.” There’s a much more reliable market ally in the White House.
Last week, we experienced another volatile “Bessent Bounce.” Perhaps this one has the potential to be the confirmation of a reversal in …
Why The Market Roller Coaster May Feel Much Worse Than Reported
The media will constantly remind us that the S&P is down about 10% and the Nasdaq is down about 13% for the year, but you may be feeling a …
This week’s commentary is the Big View bullets.
Every week we review the big picture of the market's technical condition as seen through the lens of our Big View data charts.
The bullets provide a quick summary …
The end of last week was one of the most tumultuous two days in the market in decades for price action, fiscal policy, and uncertainty among investors.
However, let’s start with the good news.
U.S. companies and citizens are …
Friday’s market plunge capped off a bearish week and most likely the worst quarter since 2022. Tariffs are the news headline, and the Mag 7 are the biggest drag on the index price declines. This week, we’ll add the employment …
Last Wednesday, Fed Chair Powell delivered the best news he’s presented on a FOMC day since last July, as measured by the market’s reaction. This is illustrated in the chart below.
Was the Fed really bullish?
Interestingly, the data that …
Last week, the S&P 500 joined the Nasdaq 100, earning the designation of being in a “Correction” by declining 10% from the high.
It’s tempting to look for reasons to believe that the market is near the bottom, but first, …
Last week, the news flow around tariffs rocked the markets like small craft in stormy seas, and the end result has become an uncomfortable trend.
The SPY closed with the worst 3-week slide since Dec 2022. This makes it the …
Last week the market said that it has a new #1 concern, and it’s not inflation.
It is, however, one of the most effective remedies for inflation, but also one of the least popular among consumers and investors.
Fortunately, the …
The Investors' Paradox of Uncertainty and Time:
Is This Holding Back Your Returns?
September 21, 2025
