The 10-year is at 20-year highs, breadth is cracking, and yet earnings estimates keep climbing. Ross looks at what actually needs to break before yields become a bigger problem.
Cash is piling up, active managers are adding stocks, rates are still a threat, and earnings keep climbing. Ross looks at why this increasingly feels like a market caught between two regimes.
The same market is flashing some of the ugliest breadth readings in months – and some of the strongest historical tailwinds at the same time.
Why has stopped trading “the market”? One unusual relationship underneath the S&P helps explain why.
The S&P has been rangebound for weeks. Here’s what NOT to do.
A lot of the market is breaking down right now. Yet a few major groups are doing the exact opposite – and that split could create some unusually powerful moves.
The average S&P 500 stock is already down almost 20% from its highs – even as earnings estimates keep moving higher. Ross looks at why some of those “discounts” could be very different from others.
Investors are suddenly paying up to hedge the market. But underneath the indexes, the fear looks very different – and that gap can hide some surprising opportunities.
Retail investors are suddenly deeply bearish while CEO confidence is at a four-year high. Ross looks at why he wouldn’t blindly trust either one – and what he watches instead.
The Fed just raised rates again, stocks have been struggling, and history says the pace of tightening could make a big difference from here. Ross explains why he’s hunting for stocks that don’t fit the pattern.
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