Jan 161 min readMorning Market ReviewNYSE breadth -2000 : Worst since October low Nasdaq breadth -1400 All major U.S. sectors lower as of 10:15am Within Tech, semiconductors...
Jan 162 min readWeek 2: Earnings UpdateAccording to this article today in the Wall Street Journal, the earnings recession is behind us now. That fact, coupled with declining...
Jan 152 min readHousing Bubblicious 2.0This is my initial blog post in the new category I call "Housing Bubblicious". In this post I will discuss the events that have...
Jan 151 min readRED ALERT: Indian Melt-UpOnce again, what is perceived as bullish has more to do with what happened in the past than what happens next. For some reason we see...
Jan 151 min readStocks Are 2007 Level OvervaluedIf as so many pundits believe, the Fed is going to imminently ease then that would mean stocks are 2007 level overvalued relative to...
Jan 151 min readNVIDIA: The Magnificent OneJanuary 14th, 2024: "Nvidia Corp. is off to its strongest-ever start to a year by one measure...the artificial-intelligence darling has...
Jan 151 min readWSJ Article Review: QT Wind DownJanuary 15th, 2024 "By slowing the pace at which its balance sheet shrinks, the central bank aims to prevent a messy disruption to the...