Is the market trusting the Fed or fading it?
This week offered a revealing look at how different sectors are interpreting the Federal Reserve's tone.
With JOLTS data showing a labor market cooling and inflation still hovering above comfort levels, …
Nivida gets a downgrade.
Super Micro Computer Inc. crashes on weaker earnings.
Amazon is in the political crosshairs on tariffs.
Apple turns to India to assemble iPhones.
MSFT, META, QCOM, KLAC, EQIX, CP, AFL, ALL, MET, PSA, CCI, and HOOD …
On April 28th, I sat down with Maggie Lake on her show, Maggie Lake Talking Markets.
While we covered a lot of topics on my mind lately, the consumer is the ultimate test on the next market and economic direction. …
The semiconductor sector is a huge piece of the what-happens-next puzzle.
Those who know me know that I have talked a lot about the end of the bullish cycle in tech and many tech stocks since July 2024.
I rarely …
This past week I wrote a lot about the relationship between silver, gold, bonds, the dollar and S&P 500.
I also spoke in the media about those relationships as they are key right now to ascertain whether we are remaining …
The Tuesday Daily was about as timely as possible.
Here are some quotes from the piece
“When asked about buying gold here, after years of consistently talking about the bullish case for it, I answer the same way-
I am …
When asked about buying gold here, after years of consistently talking about the bullish case for it, I answer the same way-
I am now more interested in the gold to silver ratio and potentially buying more silver.
In 2022, …
With earnings scheduled for the 23rd, Viking's first-quarter investor call is expected to center around key pipeline updates.
The spotlight will be on three clinical candidates: VK2735 (targeting obesity), VK2809 (for non-alcoholic steatohepatitis, or NASH), and VK0214 (for X-linked adrenoleukodystrophy, …
Friday the markets are closed, and I am taking a brief hiatus beginning Thursday the 17th, back Monday the 21st.
In the past week I covered the 20+ year long bonds, a few picks that are holding up very well, …
Many analysts are still out there touting the great opportunity in the MAG7 stocks.
For context, here are the top Holdings as of 04/14/2025
While there is some green as of today, the overall ETF is down close to 1% …
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