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2026›July›2
Articles
- June Monthly Roundup: The Market Stumbled in June. The Portfolio Didn’t.
- Positive Seasonality Fails as AI Trade Sees a Shift
- Happy Fourth of July!
- New Upside Target for Expeditors of Washington as Inside Ownership Rises
- The Credit Strategist: ‘Maxxing Out’
- I SPY’ed a Big Gain
- Chart of the Day: Ciena Is Just ‘Hanging Out’
- Zitron on the Bear Case for AI
- Subscriber Comment of the Day
- Down to Tag Ends on My High-Tech Short Basket
- Viva Las Vegas, Viva Consumer Staples
- Back to Small-Sized on SPY
- VIDEO: Palantir Upgrade Draws Connection to Nvidia Valuation
- Covered More of My Tech Short Basket
- A Confident Buy
- Memory Stocks Made Us Some Cash, Then Came Wednesday. Now What?
- And … Another Subscriber Question of the Day (And My Response)
- Financial Services Shorts
- We’re Adding This Under-the-Radar AI Infrastructure Play
- Taking in Some Memory Shorts
- Sorry, GRNY!
- Recommended Viewing
- Stunning South Korea Stock Shock Triggers Circuit Breaker as Semi Names Strike FOMO
- PE Additions
- SPY Short, a Size Up
- Warn Me … in the Comments Section
- SPY Moves
- Another Subscriber Question (And My Response)
- Sticking With This Evolv Technologies Price Target as Swing Crowd Wakes Up
- Subscriber Question (And My Response)
- Apple’s Foldable iPhone Plan: 8 Key Items Shaping the Stock Market Friday
- SanDisk Slashed, Micron Mashed; Jobs Day Forecast; And Are You at Your Desk?
- All Systems Go on Cannabis
- Over There
- ‘Big Short’ Michael Burry Shorts the AI Trade
- More Nvidia Headwinds
- More Tales From Nvidia: Open AI Considers Giving the US A Stake (Issue #210)
- Quoth The Raven
- The Less Obvious Observation
- Momentum Lost
- This Week in Charts
- Oscillator Continues to Be Slightly Overbought
Authors
- Alex Frew McMillan
- Bob Lang
- Chris Versace
- Doug Kass
- Ed Ponsi
- James "Rev Shark" DePorre
- Louis Llanes, CFA, CMT
- Stephen Guilfoyle