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Oct 24, 2026
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8 min read
Good earnings aren’t enough when expectations run this high
Oct 18, 2026
1 min read
Crowded Positions Unwind While New Opportunities Face a Higher Bar
Oct 11, 2026
Narrow Stock Leadership Meets a Potential Turning Point in Treasury Yields
Oct 4, 2026
Breadth Got Better. It Still Stinks.
Sep 27, 2026
Market breadth is approaching capitulation lows.
Sep 20, 2026
The Fed Hike Is Behind Us. The Breadth Problem Is Still Here
Sep 13, 2026
Treasury Messaging, Bond Market Reactions & The Fed's Election Calendar
Sep 6, 2026
Traders Want Their Dinner, While The Fed Is Still Ordering.
Aug 30, 2026
New New 52 week highs on the NYSE continue to decline
Aug 23, 2026
Oil and Yields Flash Warnings While Small Index Buy Patterns Emerge
Aug 16, 2026
The Lowest Volume Week for S&P Futures Since Christmas
Aug 9, 2026
Synthetic Easing Can Help, But It Cannot Do Everything
Aug 2, 2026
The Bond Market Is Warning, Though Indexes Could be A Buy Next Week.
Jul 26, 2026
Google, Intel, & Rising Yields Show Why Headlines Rarely Tell Enough
Jul 19, 2026
A Complicated Rotation Rewards Discipline Rather Than Forced market Activity
Jul 12, 2026
Bigger Rotations Opening Up Opportunities In Neglected Areas Of The Markets
Jul 5, 2026
Defensive Sectors May Be Flashing A Broader Market Warning
Jun 28, 2026
Crude Weakness May Change The Inflation Story Fast
Jun 21, 2026
Yields Dropped The Inflation Trade. They Kept The Deficit Trade.
Jun 14, 2026
Gold's message is about real yields, not just CPI.
Jun 8, 2026
Mid-Week Trade Alert
Jun 7, 2026
The Selloff Mattered, But The Secondary Bounce May Matter Even More
May 31, 2026
Price is improving, but breadth still needs work.
May 24, 2026
Yields, Oil, & Breadth Are Sending Mixed Signals
