Afternoon Note
Investors continue to ignore the noise as financial media is working overtime to upset the apple cart. Certainly, when it comes to the tariff news out of China, which is a nothing-burger today (it will get honest and relevant down the road).
Energy (XLE) is soaring, but the growth sectors are carrying the market today.

Palantir (PLTR) sparking life in the AI trade. Interestingly, Consumer Staples (XLP) names that posted beats on revenue and earnings are getting drubbed today. I’m not sure why.

The small core is the best factor, which is intriguing.

All eyes are on Alphabet (GOOG/L), who reports after the close.

| Comments |
| Charles A news item from Reuters accounted for weakness of consumer staples, packaged food in particular, because RFK. Jr is getting closer to confirmation. The same reason is being used to account for weakness among vaccine makers, too. Of the two sectors, I would think the vaccine makers are at greater risk to reduced revenue vs packaged food producers whose business would become less encumbered with the elimination of various food additives. Ric Walter on 2/4/2025 2:15:45 PM |
| Tweet |
| 2/11/2026 1:23 PM | Bumpy Start |
| 2/11/2026 9:43 AM | SHORTS SMELL BLOOD |
| 2/10/2026 1:46 PM | Modest Gains |
| 2/10/2026 9:35 AM | SCRIPT STILL FLIPPED |
| 2/9/2026 1:23 PM | A Solid Start to The Week |
| 2/9/2026 9:41 AM | TRANSPORTATION TELLS THE STORY |
| 2/6/2026 1:36 PM | Much Needed Rebound |
| 2/6/2026 9:41 AM | NOBODY GETS THE BENEFIT OF THE DOUBT |
| 2/5/2026 1:29 PM | Thursday Pullback |
| 2/5/2026 9:42 AM | TAKING BACK THE NARRATIVE |
| 2/4/2026 1:21 PM | Wednesday Wobble |
| 2/4/2026 9:29 AM | PAC-MAN ON THE PROWL |
| 2/3/2026 12:33 PM | Software Carnage |
| 2/3/2026 9:31 AM | THE WELL-WORN PATH TO PROSPERITY |
| 2/2/2026 1:15 PM | Nice Start To The Week |
| 2/2/2026 9:39 AM | POWELL SKATES PAST REPORTERS |
| 1/30/2026 1:07 PM | Market Digests Fed’s Pick |
| 1/30/2026 9:20 AM | Memory Momentum |
| 1/29/2026 12:32 PM | Software Slides |
| 1/29/2026 9:35 AM | POWELL SKATES PAST REPORTERS |
| 1/28/2026 1:24 PM | Big Tech On Deck |
| 1/28/2026 10:11 AM | CALLING IN THE (NEW) BIG GUNS |
| 1/27/2026 1:28 PM | Split Session |
| 1/27/2026 9:39 AM | IT'S A CARTOON WORLD |
| 1/26/2026 12:47 PM | Money Stays in The Market |
| More commentary archives | |
|
Home |
Products & Services |
Education |
In The Media |
Help |
About Us |
Disclaimer | Privacy Policy | Terms of Use | All Rights Reserved.
|