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Mid Week Update
Good Morning! And just like that, oversold has been erased. Anything much further from the Wednesday open here is just pure strength. Junk bonds will be…
20 hrs ago
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Mid Week Update
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Stock To Watch
Good Morning! What incredible world we live in. Super Micro Computer basically crashed Friday on not pre announcing an earnings beat. Not sure i’ve ever…
Apr 22
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Stock To Watch
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The Great Hallucination
TLDR: There are some decent spots out there, but there are a lot of good reasons to be patient as we chew through the meat of earnings season. The big…
Apr 22
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The Great Hallucination
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The Taiwan Semi Problem
What’s up people? Good morning! Happy Options Expiration. We saw some market volatility on Israel retaliation overnight and now those moves have been…
Apr 19
1
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The Taiwan Semi Problem
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4 Piece Nuggets (update 9am EST)
Hello Friends! Not too much is changing on the market front other than rumors of Israel not responding to Iran until after passover. Which apparently…
Apr 18
1
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4 Piece Nuggets (update 9am EST)
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The Doji Report
Good Morning! It was a very interesting change in tune from Powell yesterday talking about having to fight inflation. If that’s truly the priority, good…
Apr 17
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The Doji Report
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The 4/16/24 Morning Note
Goor Morning! Finally it appears the giant index divergence is playing out. The Nasdaq 100 is closing in on nearly 2 month lows and the short tech/fang…
Apr 16
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The 4/16/24 Morning Note
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The WWIII Report
Hello Friends! I hope you all had a great weekend ignoring this war and markets shit show. It’s always fun when the media is telling you WWIII is just…
Apr 15
1
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The WWIII Report
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Golden Nuggets
Hello Friends! Bank earnings have begun as the Bank Index re-tests the old breakout level. JP Morgan had plenty to say. In fact, you might attribute…
Apr 14
1
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Golden Nuggets
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The Thank God Inflation Prints Are Out Of The Way Report
Good Morning Friends! You know it’s a very tricky moment here and the first thought that comes to mind is do no harm. Case in point: Every time we get a…
Apr 11
1
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The Thank God Inflation Prints Are Out Of The Way Report
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The 👀 Report
Hello Friends and good morning. All eyes are on Wednesday’s inflation data. All eyes are on treasury rates. Lots of talk about how 3 inflation print…
Apr 9
1
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The 👀 Report
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Stock Charts
Good Morning! You know, one idea that just may be wrong is higher rates = lower stock prices across the board. After all, the biggest problem market…
Apr 8
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Stock Charts
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