March 5, 2026Things you need to know Eco data comes in STRONG and that is good. Investors going after TECH (again!). The…- March 4, 2026Things you need to know Trump promises Insurance and Escorts thru the Strait Volatility is alive and well – Oil…
- March 3, 2026Things you need to know US stocks bucked the trend on Monday, but Tuesday is a different story. The conflict…
- March 2, 2026Things you need to know This is not the time to panic and make emotional decisions – quite the contrary…
- 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…
