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2026›August›19

Articles

• Bonds Rallied. Stocks Rallied. Just Not In the Way We Like.
• Scott Bessent’s Surprise Bond Move Helped, But Moderna Does the Heavy Lifting
• Wednesday’s Closing Market Data
• Earnings Calendar After the Close and Before the Open
• Chart of the Day: Who Needs AI When You Have United Rentals?
• We’re Picking Up More Shares of This Discount Retailer
• Subscriber Comments of the Day
• Caution Ahead: Credit Markets Flash Yellow
• The Treasury Announcement: What It Is and Isn’t
• Key Observation
• Late Morning Market Stats and Charts
• The Treasury Steps In, and I Ring the Register
• Marvell Tie Up With Google Brings Big Potential
• Ron Insana on The Treasury’s Actions This Morning
• SPY Add
• Two Funds vs. Six: Do More ETFs in Your Portfolio Make It a Better One?
• Boockvar on Treasuries
• Tech (XLK) and Financial (XLF)
• Trading Around PEP Core Long
• Covered QQQ Short for Profit
• More Tales From Nvidia: OpenAI’s Unraveling Has Begun (Issue#239!)
• Boockvar on Chinese Innovation, Tech Credit, Housing
• Costco’s Healthcare Move Turns Heads. We’re Buying These Pharma Stocks Instead.
• Charting the ETF Action in the A.M.
• Upside, Downside Movers in the Morning
• I Am Shorting the Indexes on the Treasury Move
• Charting the Premarket Percent Movers
• Nvidia Surprises in Return to China: 8 Key Items Shaping the Stock Market Wednesday
• My Tweet of the Day
• Treasury Auctions, Economics Calendar
• More on the Consumer
• Not Broadening
• Recommended Reading
• Jim Chanos
• Programming Note
• Who Are You Going to Believe?
• A Shift in Market Character, Not a Collapse
• The Outlook for the Consumer Is Deteriorating
• Intel Breaks Price
• Bullish Investor Sentiment
• Declining Home Prices and the ‘Wealth Effect’
• We Built This City…
• Is the Stock Market Due for an ‘Everything Day?’
• Oscillator Now Modestly Oversold
• Tweet of the Day

Authors

• Bob Lang
• Bret Jensen
• Chris Versace
• Doug Kass
• Ed Ponsi
• Helene Meisler
• James "Rev Shark" DePorre
• Kate Stalter