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As the majority of market commentary focuses on the collapse of AI tech-related stocks, there’s a new bull market making new highs. To be clear, the market and its index...

continue to trade within a structured bullish consolidation as prices rotate around the VC PMI daily mean near 4,982. The market’s ability to hold above the Buy-1 daily level at...

continue to trade within a defined mean-reversion structure, with the VC PMI identifying the weekly mean at $77.61 as the pivotal equilibrium level controlling short-term momentum. The market recently tested...

Key Highlights: Japanese stocks surged after PM Sanae Takaichi’s historic election win, fueling expectations of increased government spending on defense and AI. The jumped as much as 4.2% to a...

As the polar vortex generates arctic blasts around the US, things are about to heat up on the economic data front. The week ahead includes arguably the two most consequential...

Before we start the Chicken Little dance, given that bearish emotions are high, let’s take a quick, objective trip down memory lane first. 1) In our late-November update, we explained,...

just dropped the number that made the rest of Big Tech’s spending spree look like a warm-up act. The e-commerce giant announced $200 billion in planned capital expenditures for 2026...

U.S. jobs report, CPI inflation data, retail sales, and more earnings will be in focus this week. Cisco is projected to deliver strong earnings and solid guidance, making it a...

Market cycles are once again at the center of the investment narrative as we head into 2026. The optimism is familiar as earnings held up in 2025, the economy avoided...

After a meaningful pullback this week, we’re ending on a high note. We went through a period of caution where the outperformer was consumer staples and dividend stocks, driven by a sell-off...