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MARKET CALL: Meltup Again? (Do We Have Nothing To Fear But Nothing To Fear?)
The stock market has become tariff-scare-proof now that the S&P 500 is only 2.3% below its February…
Market Call
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MARKET CALL: Let's Make A Deal
Dealmaking is in the air. American and Chinese delegations met this past weekend to discuss how they might deescalate their…
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MARKET CALL: ‘Mission Control, We Have Thrust’
Today, we are lowering our subjective odds of a recession from 45% to 35% following last week's news…
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MARKET CALL: Death Cross Versus Zweig Breadth Thrust
Only a few days ago, some stock-market-chart watchers warned that Trump's Tariff Turmoil (TTT) set up a bearish…
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MARKET CALL: Contrarian Indicators Showing Too Many Bears
We don't recall this ever happening before. During the past three weeks, The Economist has featured three very…
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MARKET CALL: Follow The Bouncing POTUS
In our December 17 Morning Briefing, we wrote: "With bullishness abounding, contrarian indicators are flashing red, and we see…
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MARKET CALL: 'There Will Be Flexibility'
When President Donald Trump was asked on Friday about his tariff policies, he said: "I didn’t change my…
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MARKET CALL: The Best Trump Trade
So far among the best Trump trades has been to short the S&P 500 since February 19 through…
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MARKET CALL: Riding A Bucking Bull
In recent weeks, many news headlines have suggested that the US economy is tanking and that so is the Old…
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MARKET CALL: Still In Choppy Waters Or Going Over A Waterfall?
Our answer to the title's question is that the stock market is still in choppy waters. Admittedly, it…
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MARKET CALL: Unexceptional Performance Of US Stocks So Far In 2025
US stocks haven't been exceptional since Donald Trump won the presidential election on November 5, 2024. That'…
