I’ve long been interested in Snapchat (SNAP) because of its popularity with young people and its large user base. But I threw in the towel on my small position this morning after yesterday’s 2Q25 earnings report. My thesis was that…
The stock market continues to move higher since its April 9 low with the S&P now up more than 30% since then. The move is starting to defy logic as there are risks around tariff policy, the deficit and debt,…
When a stock is up 77% YTD I start to wonder if it’s time to take some profits. But after reviewing Newmont’s (NEM) 2Q25 results after the close Thursday, I believe investors are still skeptical about gold and the gold…
The S&P closed Thursday only a few points shy of a new All Time High. With Futures currently in positive territory, it appears the market will make another run at it Friday. While everyone loves a bull market, there are…
It’s been a long 2 1/2 years for Dollar General (DG) investors but there appears to be light at the end of the tunnel. A few minutes ago DG reported better than expected 1Q25 earnings. Comps increased 2.4% while operating…
The market was cruising along until a weak 20 year treasury auction in the middle of the day Wednesday sent interest rates soaring and stocks stumbling. Early Friday President Trump spooked markets once again by calling for a 50% tariff…
I have been going back and forth over the last week or two: Bear Market Rally or Correction In An Ongoing Bull Market? In the wake of the strong bullish reaction to Google’s (GOOG/GOOGL) 1Q25 earnings report on Thursday April…
The market has recouped all of its losses suffered in the wake of Liberation Day. It looks like a V-bottom but I’m skeptical for a couple of reasons. One, there is still tremendous uncertainty about the outcome of the trade…
Wednesday night I suggested that 5,650 might be the limit for the S&P if the recent bounce is in fact a bear market rally. And that’s exactly how things played out in Thursday’s session with the S&P reaching a high…
It’s been quite a rally the last few weeks as Trump has walked back the outrageous tariffs he announced on Liberation Day and 4 of The Magnificent 7 have reported solid earnings over the last week. 5,500 represents a significant…