paid GDP • 3 min read Lots of Moving Parts The stock market started to rotate out of LargeCaps and into SMidCaps after June's CPI was released on…
paid Economy • 2 min read Valuation-Led Selloff Led by Magnificent-7 Today's stock market rout was led by the Magnificent-7. The Roundhill Magnificent Seven ETF (MAGS) was down 6.…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 7/24/24 Characterizing the investing backdrop at this juncture are big unknowns about the near-term future, such as which administration will be…
paid Dow Theory • 2 min read Dow Theory Is So Yesterday The DJIA is down 2.1% from its record high of 41,198 reached last Wednesday (chart). The DJTA was…
paid Earnings Season • 3 min read An Earnings-Driven Bull Market Yesterday, we suggested that the stock market selloff since the July 16 record high in the S&P 500…
paid Stock Market • 2 min read Market Call: Ups & Downs of the Stock Market Cycle The S&P 500 is down 2.9% from its record high of 5667.20 on Tuesday, July 16.…
paid Week Ahead • 3 min read The Economic Week Ahead: July 22-26 The week ahead is jampacked with key economic indicators, including the first read on Q2's real GDP and…
paid 4 min read DEEP DIVE: Immaculate Disinflation During the spring of 2022, Debbie and I predicted that inflation was peaking: “In our scenario, the PCED headline inflation…
paid Unemployment • 3 min read Stock Market Rotates To Interest-Rate Sensitive Sectors The bull market in stocks has been quite volatile in recent days as it rotates and broadens. The triggering event…
paid Breadth • 2 min read Is The Bull Market Broadening Or Rotating? Many investors are wondering if the recent outperformance of the S&P 400 and the S&P 600…
public LargeCaps & SMidCaps • 3 min read Fed Pivot, Trump 2.0, SCOTUS Chevron Ruling & Earnings Broaden Stock Market Meltup We've been predicting a broadening stock market meltup in the event that the Fed starts cutting the federal…
paid China • 3 min read Panda In A China Shop China just loaned two young pandas to the San Diego Z00. In the past, such Panda Diplomacy suggested that relations…