The Damage is Done – The U.S. Dollar Just Broke

It's up today, but don't read too much into the small gain. If you drop anything from high enough, it'll bounce. That's the most likely thing going on with the U.S. dollar right now. That is, after falling 2.2% over the course of the prior four days — the most painful four-day stretch we've seen in years — the U.S....

Dan Niles: A correction is long overdue, and one high-flying group could get hit hard

Niles says there's too much complacency among investors, especially when it comes to semiconductor stocks. If those stocks see a sell-off, it could drag down the rest of the market, he says. "The longer it keeps climbing and the higher valuations go, the more nervous I become," Niles says. By Stephanie Landsman, CNBC Closely watched hedge fund manager Dan Niles...

Dan Niles: A correction is long overdue, and one high-flying group could get hit hard

Niles says there's too much complacency among investors, especially when it comes to semiconductor stocks. If those stocks see a sell-off, it could drag down the rest of the market, he says. "The longer it keeps climbing and the higher valuations go, the more nervous I become," Niles says. By Stephanie Landsman, CNBC Closely watched hedge fund manager Dan Niles...

The ‘ridiculous’ reason tech stocks aren’t in a bubble

By Barbara Kollmeyer, MarketWatch The S&P 500 and Nasdaq managed fresh closing highs on Monday, with the latter nabbing its 32nd record close of 2017. That brings techs to a 14.24% gain so far this year, easily sprinting past a 7.3% gain for the S&P 500 and a 6.2% rise for the DJIA. As many have pointed out, the bulk...

The ‘ridiculous’ reason tech stocks aren’t in a bubble

By Barbara Kollmeyer, MarketWatch The S&P 500 and Nasdaq managed fresh closing highs on Monday, with the latter nabbing its 32nd record close of 2017. That brings techs to a 14.24% gain so far this year, easily sprinting past a 7.3% gain for the S&P 500 and a 6.2% rise for the DJIA. As many have pointed out, the bulk...

Small Cap Q1 Earnings Were Superb, Even if Those Stocks Didn’t Reflect It

Two weeks ago we pointed out that with most of the S&P 500's companies have reported their quarterly results, Q1's earnings season wasn't going especially well. Though the aggregate number in the meantime has edged higher to $29.43 per share, the S&P 500 has still yielded a little less in first quarter income than was anticipated as of the end...

Small Cap Q1 Earnings Were Superb, Even if Those Stocks Didn’t Reflect It

Two weeks ago we pointed out that with most of the S&P 500's companies have reported their quarterly results, Q1's earnings season wasn't going especially well. Though the aggregate number in the meantime has edged higher to $29.43 per share, the S&P 500 has still yielded a little less in first quarter income than was anticipated as of the end...

Weekly Market Outlook – If At First You Don’t Succeed…

Stocks took their shot at a breakout last week, but when push came to shove, the bears ended up doing more of the shoving. Though the S&P 500 teased us with a break above the February high of 2401 by moving to a high of 2404 on Tuesday, it was only a headfake… and not a very convincing one at...
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