News
Threat of Bond Vigilantes Strikes Fear in Wall Street
4+ hour, 35+ min ago (221+ words) If yields continue to rise as the bond vigilantes make their voices heard, expect the market to start running. "I used to think that if there was reincarnation, I wanted to come back as the President or the Pope. But…...
Trump on Warsh's Independence and Potential Iran Timing
1+ day, 1+ hour ago (388+ words) Uncertainty remains in play and that is likely to spur our portfolio discipline. Trump's response was the following: "I'm going to let him do what he wants to do" He's a very talented guy, he's going to be fine, he's…...
Kevin Warsh Might Want to Study This Mike Tyson Quote
2+ day, 3+ hour ago (205+ words) As Warsh steps into the ring as Fed chair, he'll have to dodge punches from economy, war on Iran and possibly the president. The yield on the 30-Year treasury just surged decisively above the 5% level for the first time since…...
This Market Can't Keep Pricing in Good News as China, Iran Updates Disappoint
2+ day, 3+ hour ago (910+ words) The market cannot continue to be surprising by semiconductor earnings. You've read 1 of 1 free Pro articles. The conflict in Iran took a backseat to President Trump's recent summit in China and we had relatively low expectations for that summit. Neither…...
Has Inflation Rung the Bell on a Stock Market Top?
2+ day, 9+ hour ago (476+ words) A sharp rise in PPI could be the signal that bears have been looking for. Should investors care? I saw a terrific statistic over the weekend. Basically, all the times in market history that inflation (PPI) was up this much…...
Markets Close With a Warning Sign That Shouldn't Be Ignored
4+ day, 23+ hour ago (477+ words) The S&P 500 closed at the lows of the day for the first time since March. A weak bond market and a spike in interest rates provided an easy excuse for some profit taking on Friday. The two-tiered action that…...
Treasury Department Draws Financial Crisis Parallel With $25 Billion Move
5+ day, 3+ hour ago (319+ words) I am feeling greater empathy for Warren Buffett and his record-breaking decision before retirement. The markets continue to generally rally even as the Strait of Hormuz has been effectively closed for two-and-a-half months now." The Treasury Department sold $25 billion in…...
6 Steps for Navigating an Extended Market With Major Underlying Weakness
6+ day, 8+ hour ago (1014+ words) The real issue for investors is the gap between the indexes and the average stock. Here's how to handle it. Stocks pushed to new record highs on Wednesday, with the S&P 500 up 0. 58% and the Nasdaq up 1. 2%, but, once again,…...
As Treasury Yields Signal Danger Ahead, Keep 3 Tips in Mind
1+ week, 5+ hour ago (633+ words) With AI stocks continuing to rise, investors must keep complacency in check. Is the market in an AI/tech bubble? Shares of chipmaker Nvidia (NVDA) "have gained 10% in the past week. Competitor Advanced Micro Devices (AMD) "has climbed 81% over the…...
The Inflation Excuse Is Waiting in the Wings
1+ week, 8+ hour ago (515+ words) Chip stocks are rebounding, but nervousness about inflation is building as momentum cools. S&P 500 futures are up 0. 2% on Wednesday'morning,'due to a rebound in semiconductors after President Trump's last-minute call to Jensen Huang to join the China delegation. Nvidia…...