J.P. Morgan’s Cautious Signal for Markets
Over the past couple of weeks, market action has been driven by macro forces. This is normal seasonality as investors…
TCI Exclusives
Can Bank Stocks Find Support?
Earnings season is upon us. Investors want to see the impact of rising input costs and supply chain constraints on…
Transport Selloff Raises Economic Concern
Transportation stocks have been hammered over the past week. The iShares U.S. Transportation ETF (IYT) has fallen 13% since last…
Elon Musk Had a Heck of a Day
Shares of Tesla (TSLA) rallied 5% after reporting first-quarter deliveries that were in line with expectations. Investors worried that supply…
Micron Impresses
Chipmaker Micron (MU) reported results Tuesday, March 29 after the close. The company reported iQ2 results which end in February….
Split Me Baby One More Time
The trend of mega cap growth stocks splitting shares continues. Tesla (TSLA) plans to ask shareholders to authorize additional shares…
NVIDIA and the $1 trillion opportunity
NVIDIA (NVDA) is viewed by many as the best semiconductor chip company in the World. On March 22, it outlined…
The Importance of Nike’s Earnings
When Fed Chair Jerome Powell provided a hawkish outlook for monetary policy, he emphasized that a strong economy would allow…
What did Powell say to make markets rally?
The Fed raised rates for the first time since 2018. This marked the end of the most aggressive economic rescue…
The Amazon Stock Split and Implications for the Dow
Tech giant Amazon (AMZN) announced a 20-for-1 split its stock last week. This caught the markets attention as the Pavlovian…