Are Energy Prices Signaling a Recession, and Time to Bet on “Old Tech”? 11/18/22
Energy prices dropped nearly 10% this week and took oil stocks with them. And they weren’t the only commodity lower. So are these markets pricing in the true risk of recession, and what does it mean f...
18 Nov 202224min
A Mixed Message for Markets, and Sheila Bair Weighs in on FTX 11/17/22
Markets dropped on Thursday after some hawkish talk from Fed officials raised the prospect of a recession and sent interest rates higher. So were we too quick to celebrate the recent reads on inflatio...
17 Nov 202243min
What’s Target Doing Wrong, and a Dire Warning on the Housing Market 11/16/22
Shares of Target plunged more than 13% after its latest earnings report, its fourth worst day on record and a stark contrast to the strength seen in Walmart yesterday. So is this a Target-specific pro...
16 Nov 202243min
Markets’ Wild Ride, and a Retail Industry Veteran Weighs in on Walmart 11/15/22
Major indexes managed to eke out gains on Tuesday, after losing most of their early gains midday. What the action says about where markets are going, and how the Fed is watching everything that takes ...
15 Nov 202243min
What Walmart Earnings Could Mean for the Market, and Two Takes on Meta’s Momentum 11/14/22
Retail earnings kick off tomorrow with Walmart and Home Depot. The stock market hasn’t had the best reaction to results over the past few quarters. Will this time be different? Plus, Meta shares are u...
14 Nov 202241min
Markets Close Out a Strong Week, But Is There Trouble Under the Surface? 11/11/22
Major stock indexes were able to keep up the momentum after yesterday’s stellar rally, with the Nasdaq closing out the week with an 8% gain. But one of our traders cautions, “Not so fast!” It might be...
11 Nov 202222min
Market’s Big Post-CPI Surge, and the Side-Effects of the FTX Crash 11/10/22
The Nasdaq posting its best day since March 2020 after a cooler than expected CPI report calmed investor fears. But will the rally run on, and how traders should navigate these seemingly stabilizing s...
10 Nov 202243min
A Crisis of Confidence for Crypto, and Countdown to CPI 11/9/22
Binance walking away from its deal to buy FTX’s non-U.S. assets in a stunning fall from grace for crypto’s one-time savior, Sam Bankman-Fried. What it means for the future of the digital currency spac...
9 Nov 202244min
