Research & News
Disruptors & Dominators
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By Tony Sagami On December 30, 202204:00 PM Eastern
If there is a recession, we’ll likely fall between a soft landing or a mild slowdown. Both are settings where the market can move higher.
By Jon D. Markman On December 30, 202202:54 PM Eastern
Friday saw the close of the worst year in more than a decade for global equities and bonds.
Weekend Windfalls
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We just wanted to quickly touch base before the long 3-day weekend and to wish you a Happy New Year!
By Tony Sagami On December 30, 202207:00 AM Eastern
Be ready to take advantage when stocks go on sale.
Strategic Options
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By Jon D. Markman On December 30, 202206:30 AM Eastern
Bulls finally got their ducks lined up on Thursday, and the Nasdaq 100 index sprinted to 10,951, a gain of 2.5%.
The rally for the benchmark NDX was all about kickback moves in Tesla (TSLA) and...
By Jon D. Markman On December 29, 202202:49 PM Eastern
Stocks rose and Treasury yields fell Thursday after data calmed fears of a more aggressive policy path.
By Jon D. Markman On December 29, 202211:20 AM Eastern
Bad news for biotech and solar stocks is also a possible opportunity for short sellers to turn a profit.
By Jon D. Markman On December 29, 202207:00 AM Eastern
A recent bleak report identifies 3 drivers you should know about. But fear not because I have a silver lining to share with you.
Strategic Options
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By Jon D. Markman On December 29, 202206:30 AM Eastern
There is a glut of some semiconductors, so investors are selling the stocks of all chip companies. Typical overreaction.
On Tuesday, The Wall Street Journal ran a feature about semiconductors,...
By Jon D. Markman On December 28, 202203:00 PM Eastern
Hopes for a year-end rally falter, causing stocks to fall and Treasury yields to tick lower on Wednesday.