The Whisper Report ®

Sentiment Drops More

Monday, March 16, 2026
Sentiment has dropped to a point where we typically see a bounce, but it is just a bounce until shown otherwise.
Featuring: MU FDX RCAT

Out of Range

Monday, March 9, 2026
The market has finally moved out of its trading range, but it is the "why" that matters. There's also been a change in the AI story.
Featuring: ULTA CPB LEN STZ GIII CRDO ALAB

Sentiment Drop

Monday, March 2, 2026
Investor sentiment has dropped while the overall stock market has remained rangebound. This week's payroll numbers are unlikely to improve sentiment.
Featuring: CRWD GAP M TNGX

Beyond Tech

Monday, February 23, 2026
The macroeconomic indicators continue to point higher, but the selloff in software stocks could have implications beyond Tech.
Featuring: NVDA SNOW MNST HPE DK CRWV

Signals

Tuesday, February 17, 2026
The S&P 500 remains range-bound until shown otherwise, but there are signs that it is about to change, while everyone knows the Energy story by now.
Featuring: HST CAR ICUI WIX GLPI

This or That

Monday, February 9, 2026
The market is telling us something, but companies are telling us something different.
Featuring: CSCO ALAB PSA MCO MRNA VRT

Manufacturing is Back

Monday, February 2, 2026
The start of earnings season suggested that U.S. manufacturing was turning the corner after years of weakness. Now we see it in the data, and it points to continued improvement.
Featuring: AMZN GOOGL MPWR FLS FLEX PFE

Ok... Starting Now

Monday, January 26, 2026
The overall market still hasn't broken out of its range, but it is just a matter of time, while this week should help by resolving the AI bubble story.
Featuring: AAPL EAT DECK NGL SXC MA

Seeds of Change

Tuesday, January 20, 2026
By some measures, the past three years have been one of the weakest periods since the Great Depression. There are signs of change, and this has a positive implication for earnings.
Featuring: INTC ABT BAH CCI MKC RCAT

Seasonality & Pre-announcements

Monday, January 12, 2026
The overall stock market performance is boosted during earnings season when pre-announcements are positive.
Featuring: TSM JBHT ADNT RF SYF AXP