Afternoon Note
It has been a quiet session. It could get slower, as market participants rubberneck the testimony of Federal Reserve Chairman Powell and Treasury Secretary speaking before the House Financial Committee.
The Dow is anchored today by another swoon in Boeing (BA), which lost another plane order. Still, all the eleven sectors of the S&P 500 are higher led by Real Estate and Technology, the latter paced by that strong earnings release from Micron (MU).
I suspect the street wants to hear things are better, but that there will be more stimulus to come.
|
S&P 500 Index |
+0.92% |
|
Communication Services XLC |
+0.60% |
|
Consumer Discretionary XLY |
+0.79% |
|
Consumer Staples XLP |
+0.41% |
|
Energy XLE |
+0.46% |
|
Financials XLF |
+1.14% |
|
Health Care XLV |
+0.62% |
|
Industrials XLI |
+0.29% |
|
Materials XLB |
+0.77% |
|
Real Estate XLRE |
+1.57% |
|
Technology XLK |
+1.38% |
|
Utilities XLU |
+0.12% |
Market breadth is also overwhelmingly positive:
NYSE
NASDAQ
| Tweet |
| 3/5/2026 1:31 PM | Market Struggles |
| 3/5/2026 9:40 AM | IT WAS A GOOD DAY |
| 3/4/2026 1:23 PM | Mid-Week Recovery |
| 3/4/2026 9:50 AM | MARKET NOT CLOWNING AROUND AND WANTS TO REBOUND |
| 3/3/2026 1:25 PM | Tuesday's Market Gyrations |
| 3/3/2026 10:29 AM | Message from Charles Payne |
| 3/3/2026 9:43 AM | INVESTORS JUGGLING A LOT |
| 3/2/2026 1:38 PM | Monday Market Resolve |
| 3/2/2026 9:39 AM | WEEK BEGINS WITH MORE ANXIETY |
| 2/27/2026 1:26 PM | Are Financials Telling Us Something? |
| 2/27/2026 9:27 AM | LUMBERING GIANTS LOOK TIRED AND VULNERABLE |
| 2/26/2026 1:09 PM | Separating Vibe From Reality |
| 2/26/2026 9:45 AM | JENSEN'S TRYING TO STOP THE AI SCARE, BENIOFF CAN'T |
| 2/25/2026 1:22 PM | Nvidia Results On Deck |
| 2/25/2026 9:25 AM | RELIEF, BUT FOR HOW LONG? |
| 2/24/2026 1:36 PM | Stocks Recover |
| 2/24/2026 9:40 AM | ANXIETY BEGETS ANXIETY |
| 2/23/2026 1:24 PM | Bumpy Start to the Week |
| 2/23/2026 9:48 AM | DON’T WRITE OFF THE BIGGEST NAMES IN HISTORY |
| 2/20/2026 12:25 PM | SCOTUS Decision Day |
| 2/20/2026 9:35 AM | UNWISE PRIVATE EQUITY THREAT |
| 2/19/2026 1:29 PM | Thursday Pullback |
| 2/19/2026 9:35 AM | NO TRACTION BUT WE’LL TAKE IT |
| 2/18/2026 1:28 PM | Technology Regains Momentum |
| 2/18/2026 9:45 AM | CAN'T LIVE WITH IT, CAN'T LIVE WITHOUT IT (AI) |
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