Site Map – This Week
Articles (254)
- Weekly Roundup: Chip Rout Tests the Market, but Here’s How We Aim to Capitalize
- Friday’s After-Hours Advancers and Decliners
- Closing Market Stats for Friday
- Indices Can No Longer Hide the Damage
- Recommended Reading (Part Deux)
- Here Comes the Weekend
- Spacey
- VIDEO: Our Game Plan for a Nervous Stock Market
- Contributor Comment of the Day
- Our Ocular Call Is Set to Expire as Market Struggles
- AI Tweet of the Day
- Recommended Reading
- New Netflix Price Target Amid Mobile-First Transition
- Sold My Nvidia Puts
- AI Giants Begin to Appear Defenseless
- Programming Note: A Break From the Pinball Game
- Cannabis Tweet of the Day
- Where We’d Buy Yum Brands Amid Food-Borne Illness Dip
- Out of Intel, SanDisk
- On Netflix and Financial TV
- Added Three Names on Weakness
- GRNY Covered
- Tweet of the Day (Part Deux)
- Netflix Sends Weak Message to Investors as Disappointment Drives Selloff
- Boockvar on China and AI
- Investors Have Fallen Victim to One of the Classic Blunders
- Leveraged ETFs Hike Market Volatility: 8 Key Items Shaping the Stock Market Friday
- Economics Calendar
- ETF Action in the A.M.
- Charting the Premarket Percent Movers
- Leverage and Market Structure Risks Abound
- Tech Trade Tumbles, Crude Climbs, Main Street Turns Mean
- Chips Enter Bear Market Territory Ahead of Big Tech Earnings
- Our Arguments Are Starting to Play Out
- From The Street of Dreams
- An Intel Trading Long
- Bought a Trading Long Rental in Sandisk in the Premarket
- More Tales From Nvidia: ‘The OpenAI Bubble’ (Issue #218)
- To Whom It May Concern…
- Tweet of the Day
- S&P Oscillator Update
- We Got the Selloff. So Where’s the Fear?
- Thursday’s After-Hours Advancers and Decliners
- Thursday’s Closing Market Stats
- Don’t Be Fooled. There’s Ugliness Hiding Under the Surface
- Until Tomorrow
- Past Posting Performance
- After-Hours Earnings Calendar for Thursday
- Another Marijuana Moment
- Chart of the Day: Don’t Look Now, But Amazon Is Making Its Move
- Gemini Launch Delayed
- Taiwan Semi’s Higher Spending Is Spooking Markets. It Shouldn’t.
- The Bloom Is Off
- IPO Update
- Howling About the Plunge in Home Sales
- Recommended Viewing
- Opportunities Are Developing as Rotation Action Hits Again
- Trimming One Holding, Adding to Another as We Boost Our Rating
- Covered My Short Basket!
- After a Tough Run for the $10K Portfolio, Time to Get Back in the Win Column
- Boockvar on the Housing Problem
- Here’s My Buy Price for GE After Stellar Report
- Late Morning Market Stats and Charts
- New Applied Materials Checkpoint as We Update Our Portfolio Table
- Phew!
- Time for a Critique
- The Infrastructure Trade Nobody’s Talking About
- We’re Eyeing Two Holdings as We Digest June Retail Sales Report
- MSOS Add
- Lilly Buys Psychedelic Drugmaker
- Out of MS Short
- Peter Boockvar on Inflation Data, Kospi, Earnings
- Treasury Auctions, Fed Speakers
- Upside, Downside Movers in the Morning
- ETF Action in the A.M.
- Subscriber Comment of the Day: Rolf Is on the ‘Money’
- Taiwan Semi Ups Spending Plans: 8 Key Items Shaping the Stock Market Thursday
- Economics Calendar
- Charting the Morning Percent Movers
- The Coming Company Profit Margin Decline?
- Tech Trade Gets Thorny; Hynix Hit; U.S. to Ramp Up Fight With Iran?
- Expect the Massive Performance Schism Between Hyperscalers and Semis to Narrow Soon
- Chips Under Pressure as Rotation Remains the Key Market Theme
- ‘All Gas, No Brakes’
- Not Broadening
- The Gamification of South Korea’s Stock Market
- A Rising Debt Load
- SpaceX
- Korean Retail Investors
- The Price-to-Sales Ratio Is the Highest In History
- As the Semis Teeter on Support, Let’s Check in on Sentiment
- Ed Zitron on OpenAI and Oracle
- Oscillator Becomes More Overbought
- A Pop in PayPal Despite a Sloppy Market
- Wednesday’s After-Hours Advancers and Decliners
- Wednesday’s Closing Market Stats
- The Chips Are Down, the Mags Are Up as the Pendulum Swings
- We’re Maintaining These 2 Price Targets — for Now
- Beautiful Game On!
- This ETF Says It Beats the Market. Here’s the Catch.
- Howling About PPI
- Tune in ‘Trade To Black’
- Abby Normal… Another Market Structure Warning
- Data Center Tweet of the Day (Part Deux)
- Re-shorting the Russell
- VIDEO: Assessing the Pressure on 2 Portfolio Holdings
- The Memory Rout
- Lost in Space
- ASML’s ‘Bull Flag’ and Guidance Has My Attention: Here’s My Plan
- Subscriber Comment of the Day (Part Deux)
- This Micro-Cap Just Got Big News: A Deal With Amazon. Here’s How to Trade It
- Covering Index Shorts
- 3 Dividend Plays for Traders ‘Behind in the Count’
- Chart of the Day: Can Apple Get Some Praise?
- The Casino Is Open
- A Good Trade That Didn’t Work
- Sizing Up to … Small on Index Shorts
- Whither the SEC?
- Two Charts, Three Buys and a Fourth Attempt
- Cashing in on a Second-Level Short
- IMHO: Bonds in ‘Danger Zone’
- The Price Discovery Mechanism Is Broken
- ASML Plans Capacity Additions: 8 Key Items Shaping the Stock Market Wednesday
- Second-Level Shorting
- Subscriber Comment of the Day (And My Response … and More Responses)
- Cool CPI, Sharp Warsh, Booming Banks
- More Tales From Nvidia: ‘Generative AI Is an Engineering Disaster’ (Issue #217)
- Inflation Cools, but the Market Still Lacks Leadership
- It’s Chinatown
- K-Shaped (in Income and Wealth)
- On Market Concentration…
- On the Semis…
- Data Center Tweet of the Day
- Tweet of the Day
- Beware the Growing Equity Risk DISCOUNT
- Howling About ‘Foreign’ Ownership of U.S. Treasuries
- Software Tweet of the Day
- Not to Be Cringey, but an Awful Lot of Stocks Are Down an Awful Lot
- Oscillator Is Still Modestly Overbought
- Early Morning Trading (5 AM)
- Nvidia Is Back in Charge, but the Rest of the Market Isn’t Following
- Tuesday’s After-Market Advancers and Decliners
- Closing Market Stats for Tuesday
- A Market Tale Full of Sound and Fury Signifying Nothing
- This Week in Charts
- Until Wednesday
- Premarket Earnings Calendar for Wednesday
- What Can We Expect as Asia’s Largest Company Readies Earnings?
- Now Large Short Granny
- Bi-Weekly Sentiment Survey: Mixed But Leaning Bearish
- Digging Into Comments from IBM and JPMorgan Chase
- Things I Did Today
- We’re Raising Our Price Target on This Cybersecurity ETF
- Chart of the Day: ‘All-Star’ Gets Caught Up in Sector Selling Storm
- The Software Bear Case Begins to Crystallize
- Recommended Cannabis Viewing
- Another Marijuana Moment
- Dan Niles
- Broken Charts, Bullish Analysts: How I’m Trading Data Center Stocks
- Late Morning Market Stats and Shorts
- A Key Observation
- Holding My Nose and Taking a Quantum Leap of Faith on IBM
- Back Shorting JPM
- Back Shorting JPMogran
- Subscriber Comment of the Day: IBM, What!?
- Stocks & Markets Podcast: Regenerative Medicine’s Next Leap with Conexeu Sciences CEO
- Jim Chanos
- Upping GRNY Short
- The Business Media Could Do Better
- Here’s Our New Apple Price Target Amid OpenAI Controversy
- Financials at Open and Tech (XLK) Vs. Financials (XLF)
- Don’t Drink The Kool Aid
- SPY Cover
- Shorting GRNY, JOET
- The CNBC Panelists Said What? (Issue #10)
- Adding to 3 Portfolio Holdings, Resetting 2 Checkpoint Levels
- Boockvar on CPI
- Adding to 2 Names as We Hope Third Time’s a Charm on a Sale
- Upside, Downside Movers in the Morning
- Fed Chair Warsh Congressional (House) Testimony Released
- Charting the Premarket Percent Movers
- My Comment of the Day: Shorting Indexes Again
- More Tales From Nvidia: OpenAI Looking More and More like WeWork (Issue #216)
- IBM and the Market’s Mood: 8 Key Items Shaping the Stock Market Tuesday
- Treasury Actions, Fed Speakers
- High-Stakes Fighting in Hormuz; Hostage to Hynix; Fading ‘Memory’ Basket?
- Ed Zitron
- From Hedgeye
- A Profitable Short
- My Tweet of the Day
- Inflation Concerns Explode as Oil Surges and AI Spending Worries Jump
- Superficial Instant ‘Analysis’
- See No Evil, Hear No Evil, Speak No Evil
- Sarge and Me
- Changes…
- Rates… Higher for Longer
- ‘Artificial Bloom’
- The Slop Factor: Oil Surges, Semis Stabilize, and Market Internals Remain Mixed
- Just Another B.S. Narrative
- Oscillator Drops Back Toward Neutral
- Back to Work With a Key Market Level You Should Be Watching
- 3 Inflation Drivers Are Making the Market Weaker Than it Looks
- Monday’s After-Hours Gainers and Decliners
- Monday’s Closing Market Stats
- We’re Raising Our Apple Price Target After iPhone Share Gains
- Earnings Calendar for Pre-Open Tuesday
- Abie From Brooklyn Chimes in On Market Structure
- JPMorgan Lifts Price Targets for 2 Portfolio Holdings as Iran Tensions Rise
- Subscriber Comment of the Day
- Our SpaceX Short
- Cannabis Tweet of the Day (Part Deux)
- Boockvar on Waller, Treasury Yields
- It’s Better to Be Looked Over Than Overlooked
- Timber!
- Chart of the Day: Morgan Stanley Is Ready for Prime Time
- Basket Case
- AI Hype Is Obscuring Some Pretty Dire Warning Signs
- VIDEO: Our Roadmap for Big Bank Earnings
- I Remain Bearish as Investors Are Mispricing Risk
- New AMD Price Target as Earnings Estimates Grow
- Late Morning Market Stats and Charts
- Tech (XLK) Vs. Financials (XLF)
- Apple Is the One Bright Spot on a ‘Dismal’ Day. This Is Why.
- Fin TV Cheers SpaceX, Now … Crickets
- Reason for the Dip…
- 7 Inflection Points Investors Shouldn’t Ignore Right Now
- Cannabis Tweet of the Day
- Boockvar on ChangXin Memory Technologies, Hynix, Oracle, Delta
- Selling Rackspace, Buying Ondas Ahead of Earnings Season
- MSOS, MSOX Additions
- Upside, Downside Movers in the Morning
- Someday (And That Day May Never Come) Hyperscaler and Memory Stocks Will Both Decline
- From The Street of Dreams
- Tweet of the Day (Part 4)
- Strait Traffic Falls to Multi-Week Low: 8 Key Items Shaping the Stock Market Monday
- ETF Action in the A.M.
- Treasury Auctions, Fed Speakers, Economic Calendar
- Charting the Premarket Percent Movers
- My View on Disney
- Whispers of Black Monday as S. Korean Stocks Sink, Iran Fighting Resumes
- Another Lesson Learned
- Tweet of the Day (Part Trois)
- Charting the S&P 500: New Highs Are Very Close as Bulls Regain Control
- From Hedgeye
- Chips and Inflation Set Up a Difficult Week
- Dead Air Time
- Housing Affordability
- Doubling Up on Nvidia Puts
- Gundlach
- Tweet of the Day (Part Deux)
- Still Short My High-Beta, High-Tech Basket
- Tweet of the Day
- Oscillator Barely Budges
- Sunday Night Trading
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