What Utilities, Energy, Industrials, and Banks Could Tell Stock Market
The bull market has broadened out, and several non-tech Investor Days, Analyst Days, and Business Updates could offer color on the Main Street economy
Improved...
AI Capex Clouds Tech Horizon, Even as Meta and Tesla Shine
With roughly a third of companies reporting thus far, S&P 500 EPS growth for Q4 2025 currently stands at 11.9%
This week, Alphabet, Amazon, and...
Euro Currency: 2026 Peak and Turn Lower (Elliott wave analysis)
The Euro is nearing important price resistance, and we believe there is potential for a downward reversal that would take it to new lows.
Today...
Why Steep Yield Curves Aren’t Always Good
If an inverted yield curve is a harbinger of a near-term recession, then a steeper yield curve must be good news, right? Not so...
Tech Stocks Rebound Soothing Greenland-Induced Shivers as Earnings Season Hits Stride
With only 13% of companies reporting thus far, S&P 500 EPS growth for Q4 2025 currently stands at 8.2%
The tech sector continues to dominate,...
Energy Stocks Steady Amid Macro Chaos; Sunday Night Earnings Surprise Ahead
Bond market stress, global geopolitical risk, and weather shocks at home have lifted Energy to the top sector spot YTD
Baker Hughes’ Q4 report this...
Energy Sector (XLE) Front Running Oil Prices
Last week I highlighted the U.S. Oil ETF (USO) and its set up to move higher.
Today, we look at the Energy Sector ETF (XLE)...
2026 Macro Economic Data Quiet, But Storylines Add Intrigue
Political noise, earnings momentum, and fresh economic data collide as markets recalibrate 2026 expectations
Conference commentary and bank earnings offer some clarity amid policy drama...
Will Crude Oil Supply Keep Price In Check?
The price of oil is pretty much near a five-year low, in a world where everything costs much more than it used to.
Thankfully, our cars...
