Good evening. Welcome to Trends with No Friends. FOR THOSE JUST JOINING US, HERE’S AN OVERVIEW Friday’s markets were mixed. The Nasdaq Composite carried +0.81%. The Dow dipped -0.28%. Consumer discretionary advanced +2.11%. Communications gained...

Here’s a preview of what we’ll cover this week:  Macro: The Goldilocks Economy, Trade Deficits Explained, American Exceptionalism Continues, What happens after a strong US Dollar Rally?, International P/E vs USA P/E Markets & Psychology: What to Expect...

Seek and You Will Find The markets are beautiful. A puzzle that never has all its pieces—and that’s the fun of it. Every day brings a plethora of new data to analyze. New opportunities to keep solving the unsolvable. But as market-related data continues...

Good evening. Welcome to Trends with No Friends. FOR THOSE JUST JOINING US, HERE’S AN OVERVIEW Stocks stalled. Every major index inched lower. The Russell 2000 tumbled -1.25%. Consumer discretionary carried +0.82%. Basic materials, industrials and...

Good evening. Welcome to Trends with No Friends. FOR THOSE JUST JOINING US, HERE’S AN OVERVIEW Stocks carried on. Every major index closed positive. The Nasdaq Composite surged +1.30%. Technology advanced +1.83%. Consumer discretionary gained +0.93%....

Good evening. Welcome to Trends with No Friends. FOR THOSE JUST JOINING US, HERE’S AN OVERVIEW Markets were mixed. The Nasdaq Composite gained +0.40%. The Russell 2000 tumbled -0.73%. Communications advanced +0.81%. Technology jumped +0.36%. Utilities...

Good evening. Welcome to Trends with No Friends. FOR THOSE JUST JOINING US, HERE’S AN OVERVIEW Markets were mixed. The Nasdaq Composite carried +0.97%. The Dow dipped -0.29%. The Russell 2000 finished flat. Technology, consumer discretionary...

Good evening. Welcome to Trends with No Friends. FOR THOSE JUST JOINING US, HERE’S AN OVERVIEW Friday’s markets marched higher. Every major index closed positive. The Nasdaq Composite carried +0.83%. Consumer discretionary and technology advanced...

Here’s a preview of what we’ll cover this week:  Macro: Stocks & Valuations, Recession, Tariff Watch, Dr. Oz and Pharma Stocks Markets: Healthcare, Pharma, Nu Bank, Dividend stocks Digital Assets: Stablecoins AI: The timeline for human level AI...

The Sleeping Giants We need to be reminded more than we need to be taught. As a friendly reminder, the S&P 500 plays favorites. It’s a market-capitalization-weighted index, which means it gives more weight to companies that are growing and less...