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The Market Is About To Break
On August 24, I argued in “The Bear Market Rally Is Over” that the outperformance of The Magnificent 7 was masking weak overall market internals and that the bear market was over. About a month later on September 20, the…
February CPI, ORCL Is Growing Again, NVDA
This morning at 8:30am EST the BLS will report the February CPI. As you can see in table above, estimates are for headline to be +0.4% and core +0.3% month over month. Anything notably higher than that is likely to…
NVDA Delivers A Huge Quarter
In “All Eyes On NVDA” I wrote that Nvidia’s quarterly report due out Wednesday afternoon would be the first big test of the idea that this is an “iPhone moment” for Artificial Intelligence (AI). Well: NVDA passed the test, exceeding…
The Roadmap Ahead: Taking Inflation’s Measure
Ahead of the important March CPI this morning it seems like a good time to take a look at the road ahead for the next bunch of weeks. The first thing is that the rally off the March 14 lows…
