Stocks are selling off hard this morning. This is no surprise and if your strategist hasn’t been warning of a correction, you need to get a new strategist. In investing,…
Stocks remain blissfully unaware of the problems in the debt/ credit markets. While stocks get most of the attention from the media due to their greater volatility (greater volatility means…
Something BAD is brewing in the regional banks. And before we shrug it off, we need to consider that regional banks: Put simply, this is NOT a small, insignificant industry.…
Is the U.S. about to experience another banking crisis? Shares in banks, and particularly regional banks, imploded yesterday. At one point the regional bank index (KRE) was down 7%. The…
Stocks are now in danger of a serious sell-off. The Trump administration is currently negotiating its single most important trade deal with China. The President and his team have been…
Cracks are beginning to form in the real economy. And the markets know it. The overall stock market has been extraordinarily strong since the April lows. And for the most…
Stocks collapsed on Friday when President Trump threatened another trade war. In this particular instance, the President claimed that China was threatening to impose export controls on numerous items that…
While yesterday’s sell off was ugly, there were multiple warnings that stocks were due for a pullback. For one thing, the S&P 500 has been in a confirmed uptrend for…
On Friday, I wrote, “buckle up, the Fed is about to make a MAJOR announcement. I wasn’t joking. Stocks EXPLODED higher to new all-time highs on Friday when Fed Chair…
It’s said that “they don’t ring a bell at the top.” Well, there sure seem to be a LOT of bells coming from the AI revolution. First and foremost, OpenAI…
I warned time and again that a correction was coming. The signals were all there. Market leading metrics were rolling over. Multiple asset classes were signaling that a “risk off”…
The correction is finally here. Over the last week, I’ve been warning that stocks were due for a pullback, if not a correction. Some of the red flags I noted…
By Graham Summers, MBA | Chief Market Strategist Today will be a critical day for the markets. Stocks are rallying hard this morning on Meta’s (META) and Microsoft’s (MSFT) fantastic quarterly results.…
In our last two articles, we’ve noted that now is NOT the time to be aggressively deploying capital into the stock markets. Sure, stocks have hit a series of new…
By Graham Summers, MBA | Chief Market Strategist As I warned yesterday, this market rally is extremely tired. Stocks have gone straight up for three months. Trough to peak the…
By Graham Summers, MBA | Chief Market Strategist The Trump administration has announced multiple trade deals in the last few weeks. Last week it was Japan, Indonesia and the Philippines.…
By Graham Summers, MBA | Chief Market Strategist The Fed is in the political crosshairs. As I outlined previously, there is ample evidence that the Fed, particularly Fed Chair Jerome…
By Graham Summers, MBA | Chief Market Strategist As I keep emphasizing, the labor market is cracking. Yesterday, ADP released its employment numbers for June. And they were UGLY. According…
By Graham Summers, MBA | Chief Market Strategist Fed Chair Jerome Powell has no idea what he’s doing. I’m not saying this for dramatic effect. Powell’s ignorance of basic macroeconomics…
By Graham Summers, MBA | Chief Market Strategist Two days ago, I wrote an article titled “Are the Markets Signaling a Peace Dividend?” Fast forward to today, and something of…
