Retail Traders Run the Market
Retail Investors Leave Their Mark on Top-Performing Stocks, Strategists Say This week offers something for every type of market participant — from earnings-packed reports catering to fundamental analysts to explosive rallies in beaten-down names for the risk-seeking “YOLO” crowd. But Wall Street strategists agree on one thing: retail investors are calling the shots right now. […]
S&P 500 Hits Historic Level — What’s Next?
A key U.S. index continues to hold above its 20-day moving average, signaling ongoing market strength. Japan takes center stage Wednesday after striking a tentative trade deal with the U.S., even as uncertainty lingers over whether its prime minister will bid “sayonara.” The tariff developments have added to bullish sentiment ahead of the soft Aug. […]
Tide Turning for Stocks?
Strategist Warns: Hard to See What Pushes Stocks Higher from Here Looking at the S&P 500’s steady climb since 2012, it’s easy to see why investors remain bullish. Despite a few notable pullbacks, the market has mostly marched upward—and recently, sellers seem all but absent. That’s the key takeaway from Andrew Thrasher, founder of Thrasher […]
JPMorgan Flags Risky Popular Stocks
Surging Interest in High-Beta Stocks Sends Caution Signal to Market Stocks are flirting with record highs, and right on cue, CNBC’s Jim Cramer has rolled out another FOMO-fueled acronym: PARC — Palantir, Applovin, Robinhood, and Coinbase. These are high-momentum names, especially Palantir, that often trade with little regard for traditional valuation measures. Social media had […]
Market Pain, Long-Term Gain: A Fund Manager’s View
Akre Capital’s John Neff Boosts Cash, Cites Market Caution and Quality Focus John Neff, CEO and CIO of Akre Capital Management, has significantly increased the firm’s cash position this year — from 1.4% to 8.1% — a move he describes as a strategic effort to stay patient and disciplined as valuations climb. “We’re building dry […]
Market Giants Hold the Key
Kevin Muir Warns: Vol-Control Funds May Be Nearing Their Buying Limit, Market Vulnerable The powerful, V-shaped stock market rebound this year has thrilled some investors—but made others uneasy. Is the rally too fast, too soon? Or just the beginning of another leg higher? Macro strategist and author of The Macro Tourist blog, Kevin Muir, is […]
