I saw the aftermath of the tech bubble up close. It’s why I don’t rely on stocks alone to tell me when a bubble is cracking. The bond market often senses stress before stocks do. What’s the one indicator you trust most to warn you before a big #selloff? #NYSE #StockMarket #AI

What surprised me most last week: #CPI and PPI both ran hot, and the 10-year yield still fell 14 bps. Meanwhile, the S&P 500 dropped almost 2% on AI worries, from CoreWeave’s debt to a smaller Anthropic IPO. Are you treating this #AI selloff as a warning sign or an opportunity?

Monday marked the bull market’s birthday. Since it began on Oct. 12, 2022, the S&P 500 has climbed 117%. It’s also had to absorb three ongoing global conflicts lately, with fresh headlines on each almost daily. What do you think year five has in store? #StockMarket #Investing

Treasury yields have climbed for two months on hot inflation data and higher oil prices. Normally, that would put real pressure on stocks. So far, the market has mostly shrugged it off. Why hasn't the pullback been bigger? #nyse #Stocks #StockMarket #TreasuryYields

Tomorrow’s jobs report could be a big market catalyst. It’s not just about whether hiring is strong or weak. The bigger question is what the data does to expectations for the Fed’s next move—and whether one more hike becomes two. #JobsReport #NYSE #Fed #MarketCatalyst

Oil fell. Economic data softened. And the 10-year Treasury yield still moved higher on Tuesday. At what point do rising yields stop being a manageable headwind for #stocks? We cover the signal to watch in today's Sevens Report: tinyurl.com/553jva73 #NYSE #TreasuryYield

New #ETFs are launching all the time, but not every new fund deserves an allocation. I take a look at 3 recent launches that caught my attention & could be worth putting on your watchlist as they build assets & establish a track record. tinyurl.com/553jva73 #NYSE #Nasdaq

The S&P 500 is stuck between strong #earnings and a resilient #economy vs. higher oil, yields and uncertainty. What breaks the stalemate? I cover the key catalysts—and what could push this market higher or lower—in this morning’s Sevens Report: mailchi.mp/039d60708842/nh76… #NYSE

Tomorrow’s #Fed decision isn’t just about a rate hike. The bigger question is whether it’s “one & done” or the start of a broader hike cycle. The answer could determine whether this pullback gets relief—or another leg lower. To read today's Sevens Report: mailchi.mp/039d60708842/nh76…

The market #pullback is being blamed on a lot of things right now. But I think there’s one issue that explains most of the weakness—and importantly, it’s something that could change quickly. I covered the details in this morning’s Sevens Report: mailchi.mp/039d60708842/nh76… #NYSE

The S&P 500 looks expensive based on the headline numbers. But when you look further ahead at #earnings, the valuation picture gets more interesting. That doesn’t mean the market is without risk. There are still some important headwinds here: mailchi.mp/039d60708842/nh76… #Stocks

Stocks have been stuck in a six-week churn, but the setup could change quickly. We see three potential developments that could clear some of the current headwinds and give the market room to rally. Of course, the opposite outcome could bring another pullback. #NYSE #Stocks

Tech stocks dropped Monday. The Fed, yields and Iran aren't the whole story. AI sentiment is still driving this market—& two developments yesterday brought some familiar AI concerns back into focus. The question is whether they’re noise or something bigger. #MarketResearch

Three events could have an outsized influence on markets this week. One is earnings. One is geopolitical. One is the Fed. The common thread? Treasury yields. We break down what to watch and why it matters in this week’s Sevens Report: mailchi.mp/039d60708842/nh76… #Fed #Earnings

Software has been one of the weakest corners of #tech this year. But one headline from last week may be worth a closer look. Silver Lake’s reported interest in Workday raises an interesting question: Is software becoming a value opportunity—or a value trap? #Markets #AI

Stocks barely moved last week. But the news underneath the surface was much more encouraging. Now the focus turns to this week’s economic data. What could keep the rally going? We break it down in today’s Sevens Report: mailchi.mp/039d60708842/nh76… #EconomicData #Stocks #NYSE

The AI trade has been all about chips, data centers and power. But there’s another potential bottleneck that doesn’t get as much attention: cloud capacity. I spoke with Yahoo Finance about why that matters: Watch the interview finance.yahoo.com/video/why-… @YahooFinance #Google

Sevens Report Research was recently quoted in Barron’s on the latest tech-stock pullback & what investors are watching ahead of key inflation data. Always glad to contribute to the broader market conversation. Read the full piece: barrons.com/livecoverage/sto… @barronsonline #Tech

The S&P 500 is at all-time highs. Worth asking: how much room is there for disappointment? Fundamentals are solid, but #stocks are once again priced for perfection. Any hiccup on #AI, #yields, or Iran could hit harder than usual. That's the setup we're watching in August.

The S&P 500 hit new all-time highs. But after a 5%+ rally in roughly 10 trading days, investors should ask: What actually changed? New highs don't necessarily mean the risks behind the recent pullback are gone. I break down the rally + what I’m watching: mailchi.mp/039d60708842/nh76…