The Case For A Fed Pause Strengthens
October 2, 2026
Cooling inflation and weak labor data bolster the case for a Federal Reserve rate pause.
Can The Diesel And Jet Fuel Shortage Be Solved?
Global diesel and jet fuel shortages are intensifying as production shifts toward lighter crude oils.
At What Point Are Yields Crazy?
Bridging the gap to Social Security requires balancing high yields with capital preservation.
Weekly Market Pulse: Finally
The 10-year Treasury yield's surge above 5% ends the low-rate era, signaling a return to historical norms.
Falling Behind
The feeling of falling behind is an illusion. The discomfort it spawns is real. A trade placed to relieve that discomfort swings at nothing the market offered.
The Q3 Earnings Season Is Ready To Roll
Sixteen companies will have reported by the end of September as we gear up for peak earnings season. S&P 500 earnings are forecast to jump 23.9% in Q3, all told.
LATEST ARTICLES
Can Google’s Gemini 4 Argon Catch OpenAI And Anthropic?
October 2, 2026
While Argon boosts enterprise offerings, Google faces stiff competition from Meta in the shifting personal AI agent race.
Korea Was The Best Performer In Asia In 9M26
October 2, 2026
South Korea led Asian markets as the top performer through 9M26, outperforming in both USD and local currency terms. Singapore claimed the top spot in Q3, as Vietnam, India, and Thailand also posted quarterly gains.
Mentions: ASEA
Business Cycle Indicators And The Employment Release
October 2, 2026
A sharp drop in freight services and slowing private payrolls signal a cooling economy, even as household employment shows resilience.
Stocks Finish Comfortably Higher As Bonds Pull Back
October 2, 2026
Stocks rallied as a cooling labor market lowered Treasury yields and dampened Fed rate hike expectations.
AMZN & NKE – Can’t Buy Either Of These Stocks
October 2, 2026
Amazon struggles to separate from its 50-day moving average, lacking the technical clarity required for a trade.
Nike Beat EPS And Still Told You The Turnaround Gets Harder
October 2, 2026
A 26% sales plunge in China signals a difficult turnaround as the brand struggles to regain heat and fend off increasingly agile competitors.
In This Article: NKE
Arm Stock Jumps 5% As Nvidia AI Platform Role Boosts Chip Demand Outlook
October 2, 2026
Easing supply constraints and robust technical momentum support a positive outlook ahead of November earnings.
AI Just Discovered Something We Didn’t Know Existed
October 2, 2026
Anthropic’s Claude AI discovered a new biological system called ART after independently scanning DNA databases for 21 hours.
Mentions: BOTZ
In Big Warning To The Fed, Bond Yields Rise Despite Weak Jobs
October 2, 2026
Long-term bond yields surge to 23-year highs, signaling a market revolt as investors doubt the Fed has inflation under control.
Nvidia Gets Its Leather Jacket Back
October 2, 2026
As the stock breaks out, its performance could signal a renewed bull run for the entire semiconductor sector.
In This Article: NVDA
Gold Fails At $4,200 Despite NFP Miss As US Yields Climb
October 2, 2026
Despite a weaker dollar, technical pressure remains high with prices now eyeing the $4,100 support level.
Softs Report - Friday, October 2
October 2, 2026
Sugar prices rose as higher petroleum costs incentivized ethanol production over sugar.
Mentions: CANE
SPX Elliott Wave: Mapping The Path Ahead
October 2, 2026
The S&P 500 completed a three-wave corrective pullback, finding support at the 7616.9 level.
Why The Market Is Moving: Nonfarm Payrolls Analysis
October 2, 2026
Weak nonfarm payrolls fueled a tech surge, sending the Nasdaq to new lifetime highs as semiconductors rallied.
EDITOR'S CHOICE
Global diesel and jet fuel shortages are intensifying as production shifts toward lighter crude oils.
Bridging the gap to Social Security requires balancing high yields with capital preservation.
The 10-year Treasury yield's surge above 5% ends the low-rate era, signaling a return to historical norms.
IN THE SPOTLIGHT
George Risk Industries is positioned for a potential 22.32% total return next year, supported by a strong 5.69%...
The DAX is testing deep support levels near 24,600 and 24,000 during a sharp corrective phase.
Global interest rates are surging as massive government deficits collide with a wave of AI-driven tech financing.
Mensch und Maschine Software faces a modest outlook as its 5.94% dividend yield is largely offset by declining share...
Micron earnings fueled a tech rally, though multi-decade high Treasury yields still weigh on valuations. A resilient...