Afternoon Note
Mark you calendar so you do not miss my special on November 9th at 2pm.
The S&P 500 is trying to make it six days in a row with gains while the Nasdaq gains remain solid even as yields rise. The 10-year note was up 3.9 points to 1.675% and edging closer to that 1.74% that sent shivers through the investing world.
There is profit taking on energy today as oil tumbles 2%, its steepest decline in 11 weeks. Consumer Discretionary is the best performer with Crocs (CROX) taking flight after a great report.
|
S&P 500 Index |
|
-0.06% |
|
Communication Services XLC |
+0.06% |
|
|
Consumer Discretionary XLY |
+1.30% |
|
|
Consumer Staples XLP |
|
-0.16% |
|
Energy XLE |
|
-1.83% |
|
Financials XLF |
|
-0.70% |
|
Health Care XLV |
|
-0.07% |
|
Industrials XLI |
|
-0.27% |
|
Materials XLB |
|
-0.96% |
|
Real Estate XLRE |
|
-0.02% |
|
Technology XLK |
|
-0.14% |
|
Utilities XLU |
|
-0.04% |
We are in the thick of earnings’ season and firms that miss consensus are getting hammered. The Street has been monitoring this earnings’ season to assess profit growth, cost pressures and supply-chain disruptions for the rest of the year.
| Tweet |
| 3/13/2026 1:40 PM | Volatility Continues |
| 3/13/2026 9:33 AM | ON DOWNWARD AUTOPILOT |
| 3/12/2026 1:35 PM | Tech Resilience Fades |
| 3/12/2026 9:40 AM | HOLDING ON, BUT STRUGGLING |
| 3/11/2026 1:19 PM | Mid-Week Movements |
| 3/11/2026 9:37 AM | COMMUNICATION GAUGE CURBS MOMENTUM |
| 3/10/2026 1:38 PM | Showing Resolve |
| 3/10/2026 9:39 AM | OIL RETREATS – STOCKS SURGE |
| 3/9/2026 1:16 PM | Opening The Hormuz Oil Spigot |
| 3/9/2026 9:34 AM | GET THE SHIPS MOVING |
| 3/6/2026 1:33 PM | Friday Fuel Frenzy |
| 3/6/2026 9:55 AM | EVERYONE WANTS THIS THING TO END SOON |
| 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 |
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