Afternoon Note
It’s not a bellwether stock, even in its own industry, but that 25% move in Lattice Semiconductor (LSCC) is influencing chip stocks, which had already been on the march. The semis seem to have a date with the old high point, and will perhaps cement its role in leading technology, which must play a role in leading the board market.

Meanwhile, we are all waiting to see how the White House receives the border deal crafted by Congress, as President Trump continues to voice his displeasure.
I think it gets signed, however.
Then, it will be back to the China trade talks, which are shaping up to eventually be a good news event. Wall Street just wants it done, but Main Street is excited about returning factories and no further erosion of their industrial footprint, which has defied the experts with its renaissance.
It feels weird having quiet sessions, but these happen, and don’t think they aren’t sending a message as well. After a monster rally, any kind of stall or pullback is a great excuse to sell and most investors that are sitting on big gains are holding for now.
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| 1/14/2026 1:34 PM | Mixed Midweek Market Session |
| 1/14/2026 9:38 AM | A SO-SO START TO EARNINGS SEASON |
| 1/13/2026 1:47 PM | Mixed Afternoon |
| 1/13/2026 9:43 AM | THEY LIKE OUR BONDS, STILL |
| 1/12/2026 1:42 PM | Market Resolve |
| 1/12/2026 9:54 AM | STRONG FIRST WEEK BODES WELL FOR 2026 |
| 1/9/2026 1:30 PM | Broad Strength |
| 1/9/2026 9:42 AM | DC DRIVING NARRATIVES |
| 1/8/2026 1:42 PM | Cyclical Rally Resumes |
| 1/8/2026 9:34 AM | TIME TO FIGHT FOR MAIN STREET |
| 1/7/2026 1:29 PM | Change of Guards |
| 1/7/2026 9:45 AM | HOARDING GOLD IN THEM THAR HILLS |
| 1/6/2026 1:24 PM | Strength Continues |
| 1/6/2026 9:38 AM | CALLING ALL SPACE CADETS |
| 1/5/2026 1:36 PM | Starting Off Right |
| 1/5/2026 10:00 AM | 2026 NEW NARRATIVES |
| 1/2/2026 1:06 PM | Mixed Session |
| 1/2/2026 9:41 AM | DAY ONE - 2026 |
| 12/31/2025 9:38 AM | HAPPY NEW YEAR |
| 12/30/2025 1:17 PM | Investors Await FOMC Minutes |
| 12/30/2025 9:38 AM | FED MINUTES TODAY |
| 12/29/2025 2:11 PM | Holiday Continues |
| 12/29/2025 9:44 AM | LARGE STAYS IN CHARGE HEADING INTO 2026 |
| 12/26/2025 12:47 PM | Slow Session |
| 12/26/2025 9:30 AM | The Market’s Gift: New Heights |
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