- Much of the Recent Rally Is Low Quality — Indicating Serious Risk-Taking
- The Market Is Climbing a Wall of AI Bubble Worries
- Closing S&P 500 Heat Map
- Thursday's Closing Market Stats
- What Visa’s September Spending Momentum Index Tells Us About the Consumer
- Another of My Rants/Tweets
- What We Learned Today From Delta Air Lines, PepsiCo, and Taiwan Semi
- Chart of the Day: Amazon Is Ready to Make a Move
- Boockvar on the 30-Year Auction, Takaichi and Barr
- AI Impact Leads to Chipmaker Volatility After China’s Golden Week Holiday
- 6 Observations on the Nascent Market Reversal
- Covered Half My Index Shorts
- Pressure Cooker: Hot Metals, Hot Prices, and a Cooling Jobs Picture
- My Two Tweets of the Day
- Going Big in Peloton as Pros Defend Stock at 'Crucial Spot'
- 3 Beaten-Up Stocks That May Benefit From Upcoming Earnings Reports
- Homebuilders In Free Fall
- We've Got a New Price Target for Our BDC Holding
- Late Morning Stats and Charts
- Tech Vs. Financials
- Why Oklo Is My Nuclear Option
- Recommended Reading
- New Price Target for AI Healthcare Stock as 'Incredible Run' Continues
- Pepsi Is Flat and Will Stay Flat ...
- Things I Did Today
- Treasury Auctions, Fed Speakers, Planned Econ Calendar
- Boockvar on Ebullient Sentiment
- We're Buying More Shares of This Holding as Report Confirms Essential Thesis
- Upside, Downside Moves in the Morning
- ETF Action in the A.M.
- Charting the Premarket Percentage Movers
- Subscriber Comment of the Day: What, Us Worry?
- My Price Targets, Panics and Pivots for AMD, Micron, CrowdStrike
- Housekeeping item
- Kill the Quants Before They Kill Our Markets
- Investors Start to Anticipate the Reaction to Third-Quarter Earnings
- Charting the Technicals
- The Rising Role of Retail Investors: Something That Is Rarely Discussed
- I Call B.S.
- Over There
- Weakening Financials Ignored
- Premarket Trading
- Back Overbought
- You Know What's Rallying? Hint: It's Shiny and It's Not Stocks
- From Liz Ann
- Tweet of the Day