Stock Market Analysis & Opinion

Starting Friday, everything changes in the market with Powell’s big Jackson Hole speech, possibly laying out the path for monetary policy for the next 6 to 9 months. I would expect that Powell...

Powell’s Jackson Hole speech, U.S. inflation data, more earnings in focus. Dollar General stock is a buy ahead of Q2 earnings thanks to recession-proof status. Peloton shares set to struggle...

Zoom is struggling to maintain its pace of growth as many in-person activities resume. NVIDIA warned this month that its sales are being hurt by the slowdown in the PC market. Salesforce has provided...

Bullish mania is running rampant in Pundit-land – at least it was until last week. Human nature, being unfixed probably in millennia, compels most to find easy-to-digest rationalisations for...

It’s becoming hard to find a quality stock that still offers an attractive yield The Calgary-based Enbridge is a reliable dividend payer with an annual yield of over 6% BCE has hiked its...

Nasdaq underperforms US indices Rising bond yields and aggressive rate hikes are bad news for tech Recession signals around the world should weigh on risk appetite Although the US markets managed to...

PLTR stock has moved sideways since going public in late 2020 The company’s financial performance, however, has been solid, answering two key questions surrounding the business Valuation remains...

In Tuesday's post I outlined how institutional investors are rerouting funds from Alibaba (NYSE:BABA) to Amazon (NASDAQ:AMZN), and I suggested it might be due to the regulatory environment.Amazon is...

The market fell right out of the gate yesterday as rates surged around the globe, following hotter-than-expected CPI data in the UK. The US retail sales number added to the already surging rates...

It remains impossible to tell whether we are witnessing a bear market rally or the return of a sustained bull market Tech may reclaim market leadership if the Fed pivots to a more dovish...

Valuing RBLX stock is no easy task given significant uncertainties surrounding the business now After a rally, stock isn’t cheap — but the valuation is reasonable as long as growth...

U.S. index tests 200-day average and bearish trend line Weak macro backdrop, high inflation, and rising interest rates Current recovery similar to previous bear market rallies After a very impressive...

Nasdaq up 23% from June 16 low, fueling hopes of a new bull market Several tech titans have staged impressive recoveries in recent weeks Consider Zoom, Snowflake, and Crowdstrike as solid long-term...

Stocks finished slightly higher yesterday after giving up some decent size gains. The S&P 500 traded as high as 4,325 to come within 1 point of the 200-day moving average; it must have triggered...