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Technology
26 posts
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New Risk: Powell Stoking Risk-On Trades
Fed Chair Jerome Powell's dovish congressional testimony yesterday and today stoked the hot trades in the financial markets…
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Nvidia For Fun & Profit
As a result of the AI gold rush, billions of dollars are being spent on Nvidia’s GPUs. They seem…
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38,000
The DJIA rose to a new record high of 38,001.81 today (chart). The DJTA is lagging behind the…
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Market Call: Three Scenarios
We now see three possible historical precedents for the economy, the Fed, and the stock market's performance ahead:…
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NVIDIA Leads The Way
Nvidia led the stock market higher today after the world's most valuable chipmaker announced new desktop graphics processors…
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Are Stock Valuations Rerating?
The economic news today was very good. But the stock market sold off sharply for the second day in a…
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Another Tech Wreck?
The market chose to go down today on Google's disappointing Q3 earnings report rather than Microsoft's…
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Bull Market or Rally in a Bear Market?
Our short answer to the question posed in the title: "Bull market." The S&P 500 rose…
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Chips Are Hot Despite Recession Fears
Semiconductor investors didn't get the recession memo. They have anticipated the industry’s improvement for many months. The…
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Disintermediation: New Problem For The Fed
Yesterday's sell-off in the stock market was led by bank stocks. It was mostly triggered by fears that…
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US Production and LEI Signaling Softish Landing
There was a tiny hint of a manufacturing recession in May's industrial production index, which was reported today.…
