Morning Commentary
In just a few short months, so much has changed with the market, but more importantly, circumstances that influence the stock market.
These factors and exogenous events have relegated fundamentals to being irrelevant, as buying and selling are now driven by metrics on inflation and the Fed’s guessing game.
Remember, in the end, fundamentals are all that matters, and the cream rises to the top. But right now, we have to deal with matters that are swaying the masses:
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9/18/2025 1:23 PM | Rate Cut Rally |
9/18/2025 9:48 AM | Risk Management Cut |
9/17/2025 1:33 PM | Fed on Deck |
9/17/2025 9:43 AM | Champing at the Bit |
9/16/2025 1:33 PM | All Eyes on the FOMC Meeting |
9/16/2025 10:05 AM | Growth Leads the Way |
9/15/2025 1:36 PM | Solid Rally |
9/15/2025 9:50 AM | It's Still Tech As We Await the Fed |
9/12/2025 1:28 PM | Mega-Caps Move Higher |
9/12/2025 9:32 AM | JAILBREAK |
9/11/2025 1:39 PM | Rally Continues |
9/11/2025 10:08 AM | All AI All the Time |
9/10/2025 1:55 PM | The Oracle Effect |
9/10/2025 9:50 AM | PARTY IN WHOVILLE |
9/9/2025 1:50 PM | Sharp BLS Revision |
9/9/2025 9:48 AM | Tech & Large Cap Safety |
9/8/2025 1:29 PM | Technology Leads Again |
9/8/2025 9:34 AM | FOREBODING |
9/5/2025 1:29 PM | Jobs Data Digest |
9/5/2025 9:55 AM | JOBS DAY (BUCKLE UP) |
9/4/2025 1:07 PM | Stocks Rise and Yields Sink |
9/4/2025 9:45 AM | MOSTLY BLAND |
9/3/2025 1:48 PM | Big Tech Rebounds |
9/3/2025 9:41 AM | NOT AN EMOTIONAL RELEASE (YET) |
9/2/2025 1:37 PM | Gloomy Start |
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