Saturday, September 7, 2024

Breakouts and Breakdowns: Forgotten Industries Like Financials and Autos Are Leading in 2021

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Sentiment has changed dramatically in 2021 as investors position for a surge of economic growth. This has caused some big pivots between former leaders...

Is a Monster Earnings Season About to Begin?

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Stocks could be on the verge of a monster earnings season as negativity fades and the economy shines. Per-share profits could increase as much as...

Will Homebuilders Have a Cold Summer?

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Homebuilders are getting squeezed on several fronts, even as Americans go house-hunting this spring.

Here come the central banks

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Now that the North Korean summit is finished, attention turns to major central bank meetings on both sides of the Atlantic. Both are expected...

PCs Rebound: Are Dinosaurs Rising in Tech?

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This week saw surprising news for the technology sector. PCs are growing again. Yesterday, two major research firms both announced that PC shipments rose in...

So Much for Inflation Running Wild This Summer

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This week brought a trio of reports on inflation. None of them seemed to flash any warning signs about prices spiraling out of control. ...

Another Strong Day in Housing

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Last week we highlighted a rare green shoot in housing. Today it might have sprouted a little higher. Homebuilders, believe it or not, are the...

Tracking the Bears in China

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Global economic and financial issues are back in the forefront. Turkey's been the main story in the last week, but today China has some...

Fed Signals Potentially ‘Dovish’ Turn

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After years of steady rate hikes, theĀ Federal Reserve may be signaling a change of course. The U.S. central bank's top two policymakers made potentially "dovish"...
Stocks Have Their Worst Week Since Election as General Motors Out-Dazzles Tesla

Suddenly, People Are Worried About a Slowdown

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The U.S. economy has been resilient, but recent events have raised worries about a slowdown. Let's review some of the new forces at work. The...
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