What is the Micron Price Action Telling Us?
Semiconductors are coming off their worst week since January. Micron (MU) earnings was a key reason why the group was…
TCI Exclusives
Nike Earnings: An Update on Retail and the Consumer
Walmart and Target put market participants on notice a couple of weeks ago. Supply Chain issues remained a major headwind…
Robinhood’s Last Quiver… Strategic Optionality
Strategic Optionality means being able to move beyond basic scenarios. In the case of Robinhood shareholders, there may be recourse…
The Week Ahead: Can the Bulls Hold Serve?
Last week, the bulls were finally able to establish an advantage. Extreme levels of bearish sentiment suggested that most sellers…
Can Homebuilders Stabilize?
The housing market has enjoyed an incredible run. Low inventory levels and a mass migration from urban cities to the…
Four Monkeypox Stocks to Watch
The World Health Organization (WHO) will vote on whether to declare monkey pox a public health emergency- the WHO’s highest…
Coal for your Stockings
Desperate times call for desperate measures. In a surprising move, Germany announced it would restart coal-fired power plants and offer…
Mr. Powell Goes to Washington, FedEx Earnings on Tap
Market Recap Markets endured its worst week since March of 2020. The move comes as we exit the artificial world…
Fed Cred and the 24 Hour Rule
Market participants breathlessly awaited the latest Fed Decision. A white-hot CPI report last Friday had markets abuzz. Would Powell &…
The Fed Headlines Another Busy Week in the Markets
Early Market Thoughts Blood on the streets to kick off another busy week in the markets. The Fed looms as…