The Banking Crisis Eases As Q1 Earnings Season Heats Up - April 18, 2023

US economic data continues to look resilient despite the risks of more Fed hikes; Airbnb and US travel are doing just fine despite bogus claims of an Airbnb rental collapse --- Connect with me on Twit...

29 Jun 20235min

The housing market and US economy remain surprisingly resilient despite jawboning from the Fed about higher rates; Homebuilder stocks and big tech stocks are still looking quite strong despite a pullb...

23 Jun 20239min

Stocks remain resilient despite worries about liquidity, the Fed, and the economy; Next week the CPI report and Fed meeting could usher in more volatility; the SEC goes after crypto exchanges; I take ...

8 Jun 202319min

Markets move higher after a debt ceiling resolution that doesn't force austerity on the economy; AI remains a hot theme in the market and the Fed remains a key risk; Energy and retail stocks are laggi...

1 Jun 20237min

Breaking down the shockingly good numbers and guidance for Nvidia, which is seeing its stock price rise another 25%+ today; The debt ceiling crisis is moving closer to a climax; Retailer earnings are ...

25 Mai 20238min

Tech stocks in the NASDAQ, especially Nvidia, continue to rip higher despite the prospect of a US government shutdown in June or July due to the debt ceiling; Yields are on the rise as well but stocks...

18 Mai 20237min

A recap of earnings season, the banking crisis, interest rates & inflation, the Fed, and more. Stocks and the economy have been resilient but will that continue? And what areas might be interesting to...

11 Mai 202317min