February 27, 2026Things you need to know NVDA strong, just not strong enough. A narrative shift is not a breakdown. Transports are…- February 26, 2026Things you need to know Apparently ‘beats are no longer enough’ , Now it’s about ‘terminal values’ Stocks rose, but…
- February 25, 2026Things you need to know From Panic to Pleasure – Stocks rally! The AI Infrastructure story is alive and well.…
- February 24, 2026Things you need to know AI scare slams IBM and continues to cause angst. Gold surges up thru $5200, Dollar…
- February 23, 2026Things you need to know Markets ignored the noise on Friday – but not today. Supreme Court Decision and Administration…
- February 20, 2026Things you need to know WMT is not the problem….Guidance was realistic. Private Credit? BOOM – Blue Owl light the…
- February 19, 2026Things you need to know FED Shocker! Rates might RISE? Eco data continues to show a robust economy. Oil and…
- February 18, 2026Things you need to know Indexes mask internal rotation. Algo’s test investor conviction. Look at the prior industrial revolutions –…
- February 17, 2026Things you need to know Same CPI – 2 very different stories. Are investors, traders and algo’s trading the narrative…
- February 13, 2026Things you need to know It was another RISK OFF day – as the AI hype turns to hysteria. It’s…
