Home Builders vs. Semiconductors

Looking out to the end of 2025… Would you rather own Home Builders (XHB) or Semiconductors (SMH)? It may seem like a strange question to ask and an easy one to answer, but don’t answer too quickly. The best market indicator for the next several months may not be the market expectations of Fed Funds

Home Builders vs. Semiconductors

Looking out to the end of 2025… Would you rather own Home Builders (XHB) or Semiconductors (SMH)? It may seem like a strange question to ask and an easy one to answer, but don’t answer too quickly. The best market indicator for the next several months may not be the market expectations of Fed Funds

Tug of War: Bulls vs. Fear

This week, the economic data gave both the bulls and the bears something to justify their position. Unfortunately, for the bears, the fear of inflation and a weakening job market isn’t slowing the bulls down.  In fact, previously cautious areas of the market joying the bulls party this week.  Are the bull confident in the

Tug of War: Bulls vs. Fear

This week, the economic data gave both the bulls and the bears something to justify their position. Unfortunately, for the bears, the fear of inflation and a weakening job market isn’t slowing the bulls down.  In fact, previously cautious areas of the market joying the bulls party this week.  Are the bull confident in the