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
August Is Like December, but Most Traders Ignore It.
Don’t. Ignorance Is Expensive.

December is the holiday season and August is the summer. Few, if anyone (in the Northern Hemisphere), would debate that. The seasonal similarities and differences between these months don’t stop there. If you’ve been a student of the market for years, what I’m about to say and ask won’t be new, but it will still
August Is Like December, but Most Traders Ignore It.
Don’t. Ignorance Is Expensive.

December is the holiday season and August is the summer. Few, if anyone (in the Northern Hemisphere), would debate that. The seasonal similarities and differences between these months don’t stop there. If you’ve been a student of the market for years, what I’m about to say and ask won’t be new, but it will still