Countdown to Bank Earnings, and Can AI Pick Your Portfolio? 4/13/23
JPMorgan, Citigroup and Wells Fargo kick off Q1 earnings season tomorrow, and stocks are rallying into the prints. But will the numbers support the recent strength? Plus a new study found ChatGPT isn’...
13 Apr 202343min
The Warning From the Fed, and Landry’s CEO Tilman Fertitta 4/12/23
Markets dropped after minutes from the latest Fed meeting suggested the latest banking crisis could push the economy into a recession. What does this mean for policy makers and their rate hike agenda?...
12 Apr 202343min
Is the Market Telling Us the Fed Has Peaked? And Digging in on the Latest Congressional Trades Around the Bank Crisis 4/11/23
Signs of strength in the rate-sensitive housing sector as builders and home improvement companies jump today. So is the market telling us the Fed is done with its rate hike cycle. Plus new reporting o...
11 Apr 202343min
Two Red Flags From Big Tech, and the Danger Lurking in Bank Balance Sheets 4/10/23
Taiwan Semi posting its first monthly drop in revenue in nearly four years, and Apple seeing a huge drop in PC shipments for the latest quarter. What these two data points could signal about Q1 tech e...
10 Apr 202343min
What’s Changed Since The Banking Crisis, and What to Expect From the Jobs Report 4/6/23
From rising layoffs to spending pressures, there are plenty of clouds looming over the markets these days. Yet markets, and especially big tech are holding strong. How do you make sense of the moves. ...
6 Apr 202344min
Three Bad Omens for the Market? And Big Tech and Hollywood Tackle U.S./China Tensions 4/5/23
Gold is soaring, rates are dropping, and the banks are hitting new lows. Does all this suggest more pain to come for the market? The relationship between Beijing and D.C. taking center stage as lawmak...
5 Apr 202344min
Markets Wake Up to Reality, and Has Nvidia Come Too Far Too Fast? 4/4/23
Major markets all closing lower today as investors start to heed the warning signs in the market, with industrials, cyclicals, financials and energy all closing lower. So have the warning signs from i...
4 Apr 202343min
Stocks Shrug Off Inflation Concerns, and How High Crude Oil Is Going 4/3/23
Oil prices surged Monday after OPEC+ announced a surprise output cut over the weekend. And while that may have increased inflation concerns, major markets still held up relatively strongly, with the D...
3 Apr 202343min
