The early read-through in October bodes well for earnings in the coming weeks, but not so much for prices.

The market's memory creates support and resistance areas, as well as how stocks tend to move in anticipation of upcoming earnings.

It is the weakest time of the year for stock prices, and there are some fundamental reasons for this, but trade what you see, not what you think.

Top-down sentiment data and bottom-up fundamental data are giving similar indications for the overall stock market, but all you really need to do is follow the path of least resistance.

It isn't the monthly jobs report that is important, but rather the revisions… but so is GDP

It probably isn't different this time, and the jobs report could confirm it, but there are indications that things are, in fact, different, and businesses are seeing it.

Roughly 20% of the companies reporting earnings this week are AI-related names. These stocks have generally lagged post-earnings, which has created some worry among investors ahead of the results.

Overall, stock prices are weaker outside of earnings season than during earnings season, but what they tell us during earnings season changes that.

Investors have been selling the news this earnings season, resulting in the weakest near-term Post-earnings Announcement Drift in three years. That hasn't been the tell you might think.

Seasonality becomes less favorable in the second half of earnings season now that everyone knows what to expect, but the story is still there.