There are a ton of earnings hitting us today and over the next few days - Mr. Toad’s Wild Ride. But that’s later. We need to push that aside. There are bigger things to be concerned about right now. The market went into its usual pre-FOMC holding pattern, drifting around sideways… until a “classic”
DeepSeek sent the big indexes anywhere from -1.5% to -3.1% “deeper” yesterday, but as we approach the closing bell today we’re now well into a recovery. At a time like this it’s important to remember that one day doesn’t break a trend. It doesn’t make one, either. In fact, there’s a lot to like in
We’re all adults; we all know there are no “sure things.” Just the same, for the past two years, all the talking heads out there have been sure AI was set to revolutionize, well, everything. Sure - AI has been revolutionary and has transformative potential, but its reliance on infrastructure is a hu
So we got a nice bump for the week, for the most part, as the market gets more and more comfortable with the new administration. I can’t say it’s all good, though. I’d be doing you a disservice if I didn’t point out that there are a few reasons not to get too comfortable here.
Plenty of traders and investors, particularly new ones, tend to want to avoid the bond market, with its emphasis on debt, not equity, and its sensitivity to interest rates. That’s understandable, but bonds are easier - and, with the income they bring - more lucrative than you might think. What’s mor
In a bullish opening salvo, the new Trump administration announced the opening of the Stargate project. Now, this isn't the Stargate that exported people from earth to an extragalactic planet, but rather a portal opening the way to artificial intelligence infrastructure investment in the United Stat
We’ve been through the “Trump rally,” the “Trump slump,” the “Trump bump,” and now… just Trump, as the first full trading day of the new administration comes to a close. Space stocks, which are in the Million-Dollar Challenge portfolio, did well, with big moves underway. Broadly speaking, many stock
We got strong rallies in the S P 500 and NASDAQ today; a little less power on the Dow and Russell 2000, but they came along for the ride. Seeing as this is the last trading day of the Biden administration, I’m seeing some talking heads out there calling this the “Trump Rally 2.0.” Thing is
Some weeks, you see it all… and this is one of those weeks. What had been a tape on life support roared back - violently - the second traders perceived inflation was cooling off. (Whether that perception is accurate… well, that’s a different story.) Bonds have staged a recovery, as well, which means
