Daily Archives: July 7, 2026
Showing articles 1 - 2 (2 total)
21Oct3:47 pmEST
More Ways to Fall in Love
Just a quick follow-up into the bell today with our working thesis that energy stocks and materials are putting in a long-term bottom: We have crude oil lower on global demand concerns (or at least that is the reason provided by CNBC). However, energy stocks themselves are higher, with the OIH ETF (oil service and equipment stocks) up 3.5% as...
21Oct9:53 amEST
Early Analysis of the Small Caps
"They've got tremendous moxie for their size." "Tell me about it. IWM is a fighter." Small caps are out of the gate impressively this morning. However, at the risk of throwing cold water on the party, note that software names like COUP MDB NOW OKTA TEAM WDAY are all red again (or flattish) and still cannot even muster a bounce after...











