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Stock Market ETFs Watch: Retail Sector (XRT) and Russell 2000 (IWM)

Resiliency Is the Headline Thursday’s market action can be summed up in one word: resiliency. Granddad Russell 2000, represented by IWM, held its 200-day moving average,...
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Q1 2026 Dividends: Highest Quarterly Hike Percentage Since 2019

Dividend-increase announcements in Q1 2026 reached their highest level since 2019, reflecting broad boardroom optimism despite macroeconomic uncertainty. A sharp divergence has emerged as mega-cap...
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Is a Stock Market Bottom Forming? Or Just a Bounce?

Markets Are Starting to Align Today’s price action brings together several themes we’ve been discussing in recent videos. Bonds are rallying  Small caps are strengthening  Retail is attempting...
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Stock Market ETFs: Retail Sector vs Russell 2000

When Markets Disagree, Pay Attention In today’s modern version of “Family Feud: Market Edition,” we’re looking at a classic internal battle within the market: “Granny” Retail...
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Stock Market Update: The Impacts of War

As hostilities broke out in the Middle East, markets were initially rather resilient. This resilience was likely supported by the view it could be...
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Stock Market Update: One Consumer Signal Markets Cannot Ignore

Who is “Granny Retail”? “Granny Retail” is not an individual, it is a concept. It represents the everyday consumer, the steady, consistent participant in the economy...
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From AI to Consumer Spending: Five Analyst Days Investors Should Track

Analyst Days ramp up as companies outline strategy, growth initiatives, and long-term financial targets Generac, Quanta Services, Constellation, Hershey, and FedEx events could offer clues...
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Is Google Stock Warning of Large Cap Selloff?

Google is one of many large cap tech stocks that may be warning of a prolonged selloff. So far, things seem orderly. That means that...
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Mixed Housing Data Amid Iran War and Tariff Turmoil

The U.S. housing market is experiencing a significant supply-demand imbalance, with housing starts reaching a one-year high even as existing home inventory remains sluggish...

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