Podcast Episodes

Software Leads Market Slide; Duolingo, PNC Financial, Lennar In Focus

Season 1

The stock market retreated Tuesday, with the Nasdaq giving up its Thursday-Friday gains to record highs. Software stocks were big losers Tuesday, including Duolingo. Bank stocks such as PNC Financial…

Published on 1 year, 10 months ago

Indexes Pause As Defensive Sectors Lead; BlackRock, Rollins, Samsara In Focus

Season 1

While the Nasdaq composite and S&P 500 took a little pause there were still some big movers under the surface. With Super Micro joining the S&P 500 it got a 25% boost but is wildly extended. BlackRoc…

Published on 1 year, 10 months ago

Nasdaq Hits Record High; Taiwan Semiconductor, Tidewater, Confluent In Focus

The stock market rally had a strong week, with the Nasdaq hitting a record high and small caps moving back above recent highs. That offered buying opportunities for leaders such as Taiwan Semi, but t…

Published on 1 year, 10 months ago

Indexes Do Victory Lap Into Close; AMD, Celsius, Duolingo In Focus

Season 1

With PCE data coming in as expected, indexes got a strong start. After some slow action midday they really ramped up into the close. AMD got a nice boost breaking out of tight area, Celsius rocked it…

Published on 1 year, 10 months ago

Stocks Dip Ahead Of Inflation Data; MakeMyTrip, Cava, ONON In Focus

The 10-year Treasury yield dipped 4 basis points to around 4.27% as the bond market ponders a “higher for longer” interest-rate scenario for the Fed. Amid some selling in the online travel group, Ind…

Published on 1 year, 10 months ago

Market Rally Showing Constructive Action; Embraer, AMD, Shift4 In Focus

Season 1

The major indexes are pausing at record highs while small caps are running back to two-year best, just what the market rally needs. There aren’t many stocks to buy, though Brazil’s Embraer flashed an…

Published on 1 year, 10 months ago

Is It Time For A Market Pause? Coinbase, DFH, Google In Focus

Season 1

The Personal Consumption Expenditures report is due out on Thursday and earnings are winding down. Is this the time for the market to pause? Bitcoin play Coinbase doesn’t seem to be ready for a pause…

Published on 1 year, 10 months ago

Market Rally At Record Highs; Lennar, Manhattan Associates, AMD In Focus

Season 1 Episode 251

The S&P 500 hit record highs thanks to Nvidia earnings with the Nasdaq almost there. The market rally is already looking stretched again. Breadth has been so-so, though leadership remains robust. Len…

Published on 1 year, 10 months ago

Stocks Surge After Nvidia Earnings; ServiceNow, Kinsale, FTI In Focus

Season 1 Episode 250

The Nasdaq composite closed less than 200 points from its all-time high of 16,212 set in November 2021. But market breadth was suspect again, with advancers beating decliners on both exchanges by a s…

Published on 1 year, 10 months ago

Techs, Small Caps Extend Losses; PANW, TOL PLTR In Focus

Season 1

The Nasdaq composite and Russell 2000 lagged but rallied off lows during the 30 minutes of trading. Earnings and weak guidance from Palo Alto Networks weighed on sentiment, but homebuilder Toll Bros.…

Published on 1 year, 10 months ago