Consider the following and then really think about how mundane and jejune many of our bearish friends are. RECORD CAPEX and GREATEST technological advancement since the toaster and markets have been nothing but a struggle all year. We hear rumors of bubbles and economic slander around each and every tick. The consumer is dead, but...Read More

The Fed did exactly what was expected and the comments afterwards were only noteworthy to people like Jeffrey Gundlach. Powell is now a lame duck Fed chair and while policy might be on hold till the next chair is appointed in May — it is worthwhile to note that any bad economic news will now...Read More

Without the Fed, none of us would have anything to complain about. The economy would be entirely in shambles and the lot of you bears would be quite content, ensconced in 1932 conditions. The heavy cash crowd would sop up all of the cheap assets, relegating the rest of everyone else to serf status —...Read More

The construction aspect of the data center play can be readily seen to be bullish via the shares of STRL, AGX, FIX, TPC to name a few. Everyone is fixed on the vendors supporting these builds — from chips to cooling to routers — but what about steel and all of the materials necessary to...Read More

In terms of guidance, both the number and percentage of S&P 500 companies issuing negative EPS guidance for Q4 2025 are lower than average. At this point in time, 100 companies in the index have issued EPS guidance for Q4 2025, Of these companies, 52 have issued negative EPS guidance and 48 have issued positive...Read More