The casino is open. The mortgage office is closed.
Hey, Charles here. Tim is new to this column, but his read of the tape is anything but rookie. He spent the week watching the long end of the curve do something it has not done in a year. And he noticed that when the cost of money rips higher, the market splits in two. […]
Love this AI play. Hate this credit name.
Hey Income Traders, I may sometimes sound like a broken record. But that's because the market is a broken record. This is a market of durability, both positive and negative. The winners keep winning. The cracks keep cracking. Your job is to figure out which side of that fence you're on, name by name. So […]
Licia’s One to Love and One to Leave
Hey, Charles here. Licia Leslie is back with her weekly One to Love, One to Leave. This week she's running the same play on opposite ends of the spectrum: trust the chart, not the headlines. On the love side, she found a name that's been the punching bag of 2026. Capex worries, mixed delivery numbers, […]
AI Brought These Stocks Back From The Dead
Hey, Charles here. 2026 has been weird. Stocks that everyone wrote off as dead money are suddenly waking up: Cisco, Nokia, names that haven't mattered in 20 years. Meanwhile, names that should be safe keep grinding lower for one reason: AI can do their job. That's the line in the sand right now. Either you […]
The Reversal That Could Flip the S&P
Hi Traders, Friday's session ended with the kind of reversal that makes you sit up. The S&P 500 E-mini futures spent most of the week ripping higher in a strong bull market. By midweek the chart was knocking on the top of the channel I have been mapping, right up near my 7580 and 7600 […]
The bond market finally broke
Hi Traders, Friday was the start of something ugly. The bond market finally broke. Take a look at iShares 7-10 Year Treasury Bond ETF (IEF): That's the 7-10 year Treasury bond fund, and it collapsed on Friday. With the run in energy prices pushing inflation expectations higher, this was a matter of time. It finally […]
Licia’s two-stock setup for next week
Hello, Charles here. Two charts. Two consumer stories pointing in opposite directions. One company is quietly gearing up under a key technical level, with millions of customers swiping at checkout and an installment-loan model that keeps grabbing market share. The other one designs airplanes, employs nearly 200,000 people, and just printed a candle that should […]
Hans is selling the company that taxes every transaction
Hey, Charles here. Hans is back with another One to Love, One to Leave, and this week he is asking a question most investors are still avoiding: What happens when the company collecting a toll on every transaction in the world starts buying the technology that makes that toll optional? Because that is exactly what […]
Why is smart money piling into Netflix?
Dear Trader, Charles here. Every trader has the same problem: you can't always tell whether a stock sitting at a 52-week low is a setup or a graveyard. Andrew’s Sibyl Scanner does that work for him, and this week it flagged two names sitting in completely different chapters of the same story. One is a […]
The S&P 500 Support Level You Need Monday
Hi traders, The weather's been perfect for chart reading this week, and the S&P 500 E-mini futures are giving us a textbook lesson in breakout behavior. (To watch Friday's video replay, tap this link.) This massive rally keeps trending higher. The bulls are in control. We've cleared the channel, maintained the median line for the […]