Guidance favors a year-end PEAD, and the anatomy of a bubble.

It was the best of times, it was the worst of times, it was the age of AI.

Only price pays, and investors have been buying stocks as earnings season picks up following consistent earnings beats. Meanwhile, read-throughs support the AI story.

The strong earnings results and guidance have continued this earnings season, and earnings are likely to remain strong in the coming weeks, but it is all about relative change.

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.