Morning Commentary
There were numerous indications that a US-EU deal would be finalized over the weekend. Still, the details of this agreement are genuinely remarkable for President Trump and the United States.
Even with China snooping and dumping cheap stuff, the European Union (EU) awoke from its slumber to cut a deal and keep the economy moving.
Rotation Continues
A lot of mobility is coming out of Communication Services (XLC) and landing in beaten-down Health Care (XLV) and Consumer Discretionary (XLY) names.
The CEO of Centene (CNC), Sarah London, worked magic on her conference call, as that stock was a goner after posting results.
Cool, Calm, and Collected
Small gains across all extended factors.
Midcaps continue to be undercover juggernauts.
Nothing to Fear…
The Volatility Index (VIX), also known as the ‘Fear Index,’ now has a 14-handle. It's not a cocky number, just one that reflects the fading ability of the media and Wall Street to spook the market.
Pox on both.
Today’s Session
Major indices are looking to open in the green this morning.
Today, the Fear and Greed Index could be pushed into extreme greed.
The Ten-Year Bond Yield (TNX) is rebounding a bit and testing its 50 MA.
Tweet |
8/1/2025 1:48 PM | Jobs Report Spook the Market |
8/1/2025 9:49 AM | CLASSIC SELLING THE NEWS |
7/31/2025 1:34 PM | All Attention to Apple and Amazon |
7/31/2025 9:35 AM | OPEN THE POD BAY DOORS |
7/30/2025 1:33 PM | Wait-and-See Game |
7/30/2025 9:35 AM | TIME TO BE A REAL WISE GUY |
7/29/2025 1:48 PM | Chinese Trade Talks Progress |
7/29/2025 9:41 AM | BUMPS IN THE ROAD AHEAD? |
7/28/2025 1:19 PM | Trade Talks |
7/28/2025 9:48 AM | OOPS!...HE DID IT AGAIN |
7/25/2025 1:29 PM | Friday Rebounds |
7/25/2025 9:47 AM | ANOTHER RECORD WITH THE SAME OLD SCRIPT |
7/24/2025 1:48 PM | Weak Day |
7/24/2025 9:43 AM | IT'S CONTAGIOUS |
7/23/2025 1:54 PM | AI Initiative |
7/23/2025 9:42 AM | ROTATION PICKING UP STEAM |
7/22/2025 1:26 PM | Tuesday Rotation |
7/22/2025 9:55 AM | THE SHADOW TO SAVE THE DAY? |
7/21/2025 1:26 PM | New Highs Beget New Highs |
7/21/2025 9:57 AM | EARNINGS BONANZA |
7/18/2025 1:14 PM | Consumer Tariff Worries Subside |
7/18/2025 9:45 AM | America is in Play |
7/17/2025 1:27 PM | Extreme Greed Resumes |
7/17/2025 10:15 AM | A Fundamental Move |
7/16/2025 1:39 PM | Market Gyrations |
More commentary archives |
Home |
Products & Services |
Education |
In The Media |
Help |
About Us |
Disclaimer | Privacy Policy | Terms of Use | All Rights Reserved.
|