Podcast Episodes
Back to SearchIndexes 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 b…
1 year, 11 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.…
2 years 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…
2 years 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 …
2 years 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…
2 years 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 ad…
2 years 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 Network…
2 years ago
Techs Retreat Ahead Of Nvidia; Manhattan Associates, ServiceNow, GigaCloud In Focus
Season 1
Techs led Tuesday’s market retreat, especially AI names ahead of Nvidia earnings. The Nasdaq undercut its 21-day moving average. Manhattan Associates…
2 years ago
Market Rally Faces Nvidia Test; Super Micro, Lennar, Weatherford In Focus
Season 1
Stocks had a mixed week, but held up near highs despite hot inflation. Nvidia earnings loom as a huge test for the AI-led rally. Super Micro suffered…
2 years ago
Stocks Rally, S&P 500 Reclaims 5,000; JLL, ABNB, CVLT In Focus
Season 1
The bull run continued Wednesday, helped by another round of strong earnings reports, even as January retail sales came in much worse than expected. …
2 years ago