The S&P 500 has fallen into official correction mode, 10% on the nose from its intraday high of 6101 to 5490. While we have long…
Is the Market Bottoming or Starting a New Leg Down? The Weight of the Evidence Read Post »
We wrote recently that it was 15 years ago when the Great Recession market collapse ended. In another recent post, I also addressed the overwhelmingly…
Are Green Shoots Emerging from this Market Drawdown? Read Post »
An Update on One of the Darlings, Palantir (PLTR) On February 3rd, Palantir (PLTR) reported earnings for the 4th quarter of 2024 with a triple…
Still a Darling or a Falling Knife? An Update on Palantir (PLTR) Read Post »
“It was 20 years ago today…” Oops, I meant it was 15 years ago yesterday. Many are familiar with the opening line of the Beatles’…
Remembering Scary Headlines and What They Mean for Stocks Read Post »
Trusted advice frequently says ignore the noise. This can be difficult anytime, but in the current environment it is exceptionally trying. We all have hard…
Bearish Investor Sentiment Extremes: What to Make of Them? Read Post »
This is the final installment of our five-part series. Readers can view the previous posts here: Part I / Part II / Part III /…
Yardeni’s Roaring 2020s, Part V: Technology as a Universal Investment Theme Read Post »
What does the concept of a warm weather reprieve mean to you? The winter in the northeast has been especially trying this year. Enduring the…
My 2025 Winter Reprieve Read Post »
Ed Yardeni, president of Yardeni Research, has famously predicted a “Roaring 2020s” fueled by technological innovation and strong corporate earnings. I share his optimism, and…
Yardeni’s Roaring 2020s, Part IV: We Won’t Be Derailed by a Debt Crisis Read Post »
Despite the commentary and occasional explainers, even regular readers probably have a hard time making heads or tails from the Point & Figure charts we…
Despite the Recent Bounce, Intel is Still an Agressive Bottom-Fish Read Post »
Ed Yardeni, as I explained in Part 1 and Part II of this series, has a pretty optimistic view of the current decade. He calls…
Yardeni’s Roaring 2020s, Part III: Could the Fed Fuel the Bull Market? Read Post »
