Will Nvidia Flash a Green or Red Light?: May 22, 2024
Stocks are muted so far today as Wall Street patiently awaits this evening’s earnings report from artificial intelligence juggernaut Nvidia.
View ArticleIt’s NVDA’s Day in NVDA’s Market
Nvidia stock is up about 70% in just over four months, and I will assert that it has taken much of the broader market along for an upward rise. I don’t think it is at all hyperbolic to suggest that...
View ArticleChart Advisor: Bitcoin Surging toward Record Highs
Having benefited massively from the COVID pandemic, BNTX has since fallen out of favor with investors, declining more than 80%. Declines have been so severe that BNTX has become a deep-value play with...
View ArticleSpotlight on NVIDIA
The stock market was waiting all week on the earnings report from NVIDIA (NVDA), and that report proved to be worth the wait (and the weight). The mega-cap, AI chip leader wowed yet again with its...
View Article#SocialStocks: Sprout Social quiets take-private rumors
EC opens DSA proceedings against Meta, Reddit forms pact with OpenAI and other notable stories from this week.
View ArticleSummer Cinema Crunch: Box Office Sales Off to a Slow Start in 2024
Amid drama in the media and movie industries, this year’s box office revenue tracks below 2023’s pace.
View ArticleUnconstrained fixed income views: May 2024
Major central banks are gearing up to cut interest rates, but with the Fed on hold, will the rate paths of non-US central banks be able to diverge that much?
View ArticleThe Market’s Fear Gauge Is Signaling Trouble. What to Expect.
Investors are likely to soon learn a harsh lesson about the Cboe Volatility Index —especially those who get excited by milestones like the Dow Jones Industrial Average crossing 40,000 for the first time.
View ArticleProfit Taking Rules the Day Despite NetEase and Bilibili Beating
Online gaming company NetEase (NTES US, 9999 HK) beat analyst expectations on revenue, adjusted net income, and adjusted EPS in Q1.
View ArticlePython Code: Estimation of Dynamic Nelson-Siegel Model
This post introduces a Python library for estimation of the dynamic Nelson-Siegel (DNS).
View ArticleNvidia – The Market’s Atlas
After discussing Nvidia’s (NVDA) outsized role in the market’s psyche in the lead-up to its earnings report, it seems prudent to offer a final follow-up amidst the stock’s latest post-earnings rally....
View ArticleRates Soar on Upside PMI Beats: May 23, 2024
Robust PMI data from the US and Europe are dampening investor sentiment and offsetting the impact of blockbuster earnings results from AI juggernaut Nvidia.
View ArticleChart Advisor: The Most Versatile Indicator
Albert Einstein famously said, "Everything should be made as simple as possible, but not simpler." This thought directly extends to market analysis and may be necessary for success. Open any charting...
View ArticleInterest rates creating some headwinds
Our concluding thought yesterday was that the market would trade off NVIDIA's (NVDA) performance and that the opening act promised to be uplifting. That assumption was both right and wrong.
View ArticleAlphabet, Meta Engage Hollywood Studios in Major AI Video Licensing Deals
Alphabet and Meta are in talks with Hollywood studios to license content for their AI video generation software, offering substantial sums.
View ArticleDon’t sell in May and go away: Why stocks have room to run
Investors may be tempted to reduce exposure to equities right now. Here are six reasons why I’m confident that stocks can move higher from here.
View ArticleUS Economic Snapshot
Heading into the summer months, IBKR's Senior Economist Jose Torres assigns a one-in-three chance of US recession and discusses the current health of the American consumer and labor market.
View ArticleFinancial Leaders Warn of a Potential Hard Landing as Fed Weighs Options
Despite some positive economic indicators, concerns persist about the possibility of a hard landing.
View ArticleWhat Investors Need to Know About Biodiversity Reporting Standards
Investors are uniquely positioned to influence biodiversity through their capital allocation to companies.
View ArticleStocks Recover on Downwardly Revised Inflation Expectations: May 24, 2024
Equities are rebounding from yesterday’s selloff with this morning’s downwardly revised inflation expectations from the University of Michigan supporting investor optimism.
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