The Week Ahead, Indo-Pacific Deal, S&P 500 Valuation, What I've Been Trading

Markets now have a new reversal to think about, but I think I have to be convinced before I can believe.

The Indexes Are No Longer Covering Up How Bad This Market Really Is

This bear market has been unusual because it has proceeded on a rolling basis.

No Place to Hide, Assessing the Beatdown, Dragon Breadth, Just Warming Up?

We ran, we ran all night and day... right back into U.S. Treasury securities, once again flattening the curve.

Oil, War and Inflation: Here's Where Prices Are Likely Headed

Oil has a war and inflation hedge premium, but those aren't permanent.

Sail On, Saylor? MicroStrategy Is Feeling Bitcoin's Pain

This might not end well.

I've Got a Magic Number for Where Inflation Starts to Run Out of 'Gas'

Natural gas is critical to more than energy speculation, and here's where I see this crucial commodity hitting resistance.

3 Key Fed Takeaways, the Rally, Deciphering Price Discovery, Less Than Convinced

Has the FOMC heeded Market Recon's advice? Probably not.

Won't Get Fooled Again, Bullish Reversal, Goldman Rocks, Trading Baxter

Markets will either confirm or deny Monday's bullish reversal this week. Traders are already up to their eyeballs in water snakes and alligators.

The Good, the Bad and the Ugly, Trading Meta Platforms, What's Down Teladoc?

Wednesday's session was dominated by traders, algorithmic traders for sure, but traders nonetheless. The PMs mostly sat on their hands.

Twitter and Musk, Monday Reversal, Treasuries, Energy's Hammer, Kohl's Cash-Out?

I found two very interesting takeaways from Monday's sharp market reversal.