Ticker Appearances
First to Market
IBM's Selloff Overlooks the MIPS Meter
CHART OF THE DAY GOOD MORNING! By now everyone knows about IBM's version of a "Terrible, Horrible, No Good, Very Bad Day" that saw its...
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Daily Technical Strategy
Semiconductor weakness postpones SPX, QQQ breakouts, but July's rotation from Growth to Value looks normal
US EQUITY TRENDS REMAIN BULLISH, AND WEDNESDAY'S WEAKNESS DID NOTHING TO CHANGE THE TRIANGLE CONSOLIDATIONS THAT HAVE RULED ^SPX -0.35% AND QQQ 0.12% OVER THE LAST MONTH....
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Daily Technical Strategy
Russell 3k Advance/Decline hits new all-time highs; Growth favored
NEAR-TERM US EQUITY TRENDS ARE POSITIVE BUT OVERBOUGHT FOLLOWING SPX, IWM, AND QQQ’S RECENT PUSH TO NEW HIGH TERRITORY, WHILE EQUAL-WEIGHTED SPX AND DJIA HAVE...
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Daily Technical Strategy
Software gradually carving out a bottom; What’s good, what’s not
NEAR-TERM US EQUITY TRENDS ARE POSITIVE BUT NEARING OVERBOUGHT LEVELS AS SPX, IWM, AND QQQ WRESTLE WITH NEW ALL-TIME HIGHS WHILE DJIA REMAINS A LAGGARD....
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Signal From Noise
Quantum Computing II: Wall Street Bets, Cyber Threats, and Richard Feynman
Quantum stocks might be having their moment and investment-focused observers might view this as cutting edge. But just as AI has its academic roots in...
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Signal From Noise
Beyond Quantum Supremacy: a Look at the So-Called Quantum-Stock Gold Rush
“_Quantum mechanics is counterintuitive. Its logic is very different from the logic we experience in our everyday life._" – Michel Devoret, Nobel Laureate in Physics...
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Signal From Noise
A Chip on Every Shoulder: The Race to Onshore Fabrication
“In the future, the world will be divided into two groups: those that can supply semiconductors and those that only receive them. Those are the...
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Signal From Noise
AI: The New Sovereigns and Agents
In August 2023, as the AI craze was settling in for a sustained surge, _The New York Times_ did a piece on Nvidia. Naveen Rao,...
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Signal From Noise
Signal From Noise
First to Market
IBM's Selloff Overlooks the MIPS Meter
CHART OF THE DAY GOOD MORNING! By now everyone knows about IBM's version of a "Terrible, Horrible, No Good, Very Bad Day" that saw its...
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Daily Technical Strategy
Semiconductor weakness postpones SPX, QQQ breakouts, but July's rotation from Growth to Value looks normal
US EQUITY TRENDS REMAIN BULLISH, AND WEDNESDAY'S WEAKNESS DID NOTHING TO CHANGE THE TRIANGLE CONSOLIDATIONS THAT HAVE RULED ^SPX -0.35% AND QQQ 0.12% OVER THE LAST MONTH....
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Daily Technical Strategy
Russell 3k Advance/Decline hits new all-time highs; Growth favored
NEAR-TERM US EQUITY TRENDS ARE POSITIVE BUT OVERBOUGHT FOLLOWING SPX, IWM, AND QQQ’S RECENT PUSH TO NEW HIGH TERRITORY, WHILE EQUAL-WEIGHTED SPX AND DJIA HAVE...
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Daily Technical Strategy
Software gradually carving out a bottom; What’s good, what’s not
NEAR-TERM US EQUITY TRENDS ARE POSITIVE BUT NEARING OVERBOUGHT LEVELS AS SPX, IWM, AND QQQ WRESTLE WITH NEW ALL-TIME HIGHS WHILE DJIA REMAINS A LAGGARD....
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Signal From Noise
Quantum Computing II: Wall Street Bets, Cyber Threats, and Richard Feynman
Quantum stocks might be having their moment and investment-focused observers might view this as cutting edge. But just as AI has its academic roots in...
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Signal From Noise
Beyond Quantum Supremacy: a Look at the So-Called Quantum-Stock Gold Rush
“_Quantum mechanics is counterintuitive. Its logic is very different from the logic we experience in our everyday life._" – Michel Devoret, Nobel Laureate in Physics...
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Signal From Noise
A Chip on Every Shoulder: The Race to Onshore Fabrication
“In the future, the world will be divided into two groups: those that can supply semiconductors and those that only receive them. Those are the...
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Signal From Noise
AI: The New Sovereigns and Agents
In August 2023, as the AI craze was settling in for a sustained surge, _The New York Times_ did a piece on Nvidia. Naveen Rao,...
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Signal From Noise
Signal From Noise
Daily Technical Strategy
Semiconductor weakness postpones SPX, QQQ breakouts, but July's rotation from Growth to Value looks normal
US EQUITY TRENDS REMAIN BULLISH, AND WEDNESDAY'S WEAKNESS DID NOTHING TO CHANGE THE TRIANGLE CONSOLIDATIONS THAT HAVE RULED ^SPX -0.35% AND QQQ 0.12% OVER THE LAST MONTH....
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Daily Technical Strategy
Russell 3k Advance/Decline hits new all-time highs; Growth favored
NEAR-TERM US EQUITY TRENDS ARE POSITIVE BUT OVERBOUGHT FOLLOWING SPX, IWM, AND QQQ’S RECENT PUSH TO NEW HIGH TERRITORY, WHILE EQUAL-WEIGHTED SPX AND DJIA HAVE...
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Daily Technical Strategy
Software gradually carving out a bottom; What’s good, what’s not
NEAR-TERM US EQUITY TRENDS ARE POSITIVE BUT NEARING OVERBOUGHT LEVELS AS SPX, IWM, AND QQQ WRESTLE WITH NEW ALL-TIME HIGHS WHILE DJIA REMAINS A LAGGARD....
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First Word
Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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