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Consumer sentiment is cratering.
Apr 14, 2025

Consumer sentiment is cratering.

Q1 earnings season poses next big test for the S&P 500.

Stocks AND bonds dive again with fear over Trump’s unpredictability.
Apr 11, 2025

Stocks AND bonds dive again with fear over Trump’s unpredictability.

Has the US become uninvestible?

Part 2: The rebound
Apr 10, 2025

Part 2: The rebound

The world has 90 days to negotiate with Trump, or the levies will come back.

You can’t put the toothpaste back in the tube.
Apr 09, 2025

You can’t put the toothpaste back in the tube.

Uncertainty makes it uninvestable.

The market is pricing in a global recession.
Apr 08, 2025

The market is pricing in a global recession.

"End of the tariff clown show"?

"An economic nuclear winter."
Apr 07, 2025

"An economic nuclear winter."

The global sell off is spreading around the planet.

The Mag7 collapsed more than 6% as a whole, wiping out $1 trillion in market cap.
Apr 04, 2025

The Mag7 collapsed more than 6% as a whole, wiping out $1 trillion in market cap.

Are you not entertained?

Stock market in the toilet after closing.
Apr 03, 2025

Stock market in the toilet after closing.

Trump’s "discounted" tariff chart tanks stocks...

A typical "Turnaround Tuesday".
Apr 02, 2025

A typical "Turnaround Tuesday".

Yardeni, the biggest bull on Wall Street, cuts his S&P 500 target again on growing recession risks.

Goldman slashes S&P 500 target again on tariffs.
Apr 01, 2025

Goldman slashes S&P 500 target again on tariffs.

S&P 500 suffers largest quarterly underperformance relative to the rest of the world in 37 years.

Sell the rally or buy the dip?
Mar 31, 2025

Sell the rally or buy the dip?

The market remains on a buy signal.

April is typically the best month of the year for European stocks.
Mar 28, 2025

April is typically the best month of the year for European stocks.

Positioning is now much cleaner in the US, though dip-buying has been limited.

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