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An Awful Situation, Surging China Pandemic, Markets Find Religion, Fed, Earnings

One positive takeaway last week was the very low trading volume for Nasdaq-listed stocks in aggregate and for constituent names of the Nasdaq Composite.

We're Sailing in Recently Uncharted Waters Here

Watch out for the stress in the financial system.

Don't Look at Equities, Look at What FX and Bonds Are Signaling

The Fed is running the same experiment over and over again expecting a different result.

Chop and Indecision, Bulls and Bears, Ackman and Netflix, My Overnight Trades

Casual observers might not realize that real sea monsters live under the placid surface of the deep green oceans before us.

Economic Stresses Now and to Come Make Most Equities Unappealing

Reduced global growth expectations amid war, inflation and supply chain issues should give investors pause.

Markets, Semiconductor and Defense Stocks, Real Yields, Netflix, Trading Disney

For NFLX, I think I'll give this one the old 'Three Day Rule', and then we'll take a look. Even then, it may just be a trader, not a keeper.

It Is Still Too Dangerous Out There -- Even if That Is Consensus

Four big dangers for this market are keeping me cautious right now.

Recession Blame, Bullard Speaks, Real Yields, Mortgage Rates, Trading Lockheed

It was what the St. Louis Fed President said regarding short-term rate targets that left the deepest impression.

Rising China Recession Risk Could Be Exported Around World

China's economy grew 4.8% in Q1, but many China watchers say the numbers are getting increasingly unreliable.

Here Are 4 Opportunities Within a Very Challenging Market

The Russia invasion of Ukraine has ramifications that might turn out to be a significant tail wind for uranium producers.