News
Trump’s “Tariff Shock” (Part II)
4+ hour, 58+ min ago (1372+ words) Home » Moneyball Economics » Trump’s “Tariff Shock” (Part II) Posted by Andrew Zatlin | Jul 15, 2026 | Moneyball Economics 7 minute, 16 second read In our last episode of Moneyball Economics, we talked about the surprising success of Trump’s “Liberation Day” tariffs — transforming America’s balance of…...
Will AI Spending Send Materials Stocks Higher?
1+ day, 14+ hour ago (1043+ words) As I wrote yesterday, materials stocks took a beating last week. Even so, the sector remains one of the market’s strongest performers in 2026, up nearly 12% and comfortably ahead of the S&P 500 Index’s 9% gain. Today, we’re taking a closer look…...
Earnings Report Card: The AI Trade Faces Its Next Test
5+ day, 18+ hour ago (997+ words) As we approach the start of earnings season next week, something is stirring in the earnings per share (EPS) guidance data, and it’s coming from exactly where you’d expect. Start with the big picture. Sixty-three S&P 500 Index companies have…...
The Inconvenient Truth About Trump Tariffs
5+ day, 13+ hour ago (1183+ words) Home » Money & Markets Daily » The Inconvenient Truth About Trump Tariffs Posted by Andrew Zatlin | Jul 10, 2026 | Money & Markets Daily 6 minute, 51 second read If the media is to be believed, tariffs are something like a political boogeyman … an archaic and outdated policy…...
New Bulls for the Week: Homebuilders, Water Bottles and Africa’s Target
6+ day, 13+ hour ago (914+ words) Home » What My System Says Today » New Bulls for the Week: Homebuilders, Water Bottles and Africa’s Target Posted by Adam O'Dell | Jul 9, 2026 | What My System Says Today 4 minute, 8 second read Today is Thursday, and you know what that means. I’ll…...
The Market's Big Names Just Bled $2.3 Trillion — And Almost Nobody Noticed
1+ week, 16+ hour ago (1306+ words) Home » What My System Says Today » The Market’s Big Names Just Bled $2.3 Trillion — And Almost Nobody Noticed Posted by Matthew Clark | Jul 8, 2026 | What My System Says Today 6 minute, 11 second read If you spent June watching the S&P 500 Index and…...
A Look at the ‘OTHER’ Tech Sector
1+ week, 1+ day ago (796+ words) Home » What My System Says Today » A Look at the ‘OTHER’ Tech Sector Posted by Adam O'Dell | Jul 7, 2026 | What My System Says Today 3 minute, 36 second read As I write this, today is shaping up to be a real doozy in…...
Health Care’s Winning Streak Rages On
1+ week, 2+ day ago (1099+ words) Home » News Updates » Health Care’s Winning Streak Rages On Posted by Adam O'Dell | Jul 6, 2026 | News 5 minute, 23 second read It appears that last week wasn’t a fluke. For the second week running, health care was the best-performing sector among the 11 major industrial…...
The Stealth Bull Market Nobody Is Talking About
2+ week, 19+ hour ago (817+ words) Home » What My System Says Today » The Stealth Bull Market Nobody Is Talking About Posted by Matthew Clark | Jul 1, 2026 | What My System Says Today 3 minute, 43 second read That’s how long U.S. bank stocks have been winning — quietly, consistently and…...
The Anti-Tech Trade
2+ week, 1+ day ago (1108+ words) Home » What My System Says Today » The Anti-Tech Trade Posted by Adam O'Dell | Jun 30, 2026 | What My System Says Today 5 minute, 2 second read Let’s talk about health care. It was last week’s best-performing sector by a country mile. Some of that…...