Nearly 2-to-1 EPS increases vs. decreases thus far in Q3, with 63% of reporting companies topping their prior EPS print, well above the 54%...

While earnings may be finding it hard to keep the pace of past success, the global economy remains in good shape. Our market cycle indicators...

The Nasdaq 100 shed 7% in October as investors rotated into defensive and real-economy sectors, with Health Care at record highs and Consumer Staples...

From Ukraine to the Middle East, global conflicts have been a tailwind for Defense stocks. But sometimes things get priced in (price discovery). Case in point:...

The market moves through cycles, which we can observe by measuring trends and what types of stocks are starting to outperform. We call this...

5 corporate events ahead: Oracle, NVIDIA, Moderna, Anthropic, and Nike. Each could trigger significant stock-price swings AI spending concerns, earnings updates, and a potential Anthropic...

Precious Metals have been hit hard 2026. After reaching a low this past summer, both silver and gold bounced into August where a high was...

This isn’t our first bubble. In fact, we have invested through many bubbles from dotcom, energy trading, China (2x), commodities, housing, mobile, fracking, cloud,...

Meta moved its Q3 report to October 21, a full week earlier than expected, a historically bullish move backed by surging enthusiasm for its...