Jun 22, 2026
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- While AI picks and shovel stocks continue to perform well, hyperscalers have come under some pressure.
- Massive capex spending from hyperscalers has led analysts to expect nearly all operating cash flows to be eaten up.
- The Communication Services sector’s cumulative A/D line hit a 52-week low.
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Jun 18, 2026
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- The S&P 500 gained over 1%, although its highs and lows were inside of yesterday’s intraday range.
- Since the hawkish toned FOMC decision, it has been the highest dividend yield stocks that have fallen the most.
- Policy changes have resulted in a surge in the number of delinquent student loans with 38% of total borrowed student loan balances in forbearance or deferment and 12% in default.
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Jun 17, 2026
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- The Warsh era of the FOMC began with a 162 word statement, the shortest since 2007.
- In reaction to the FOMC decision, the 2-year yield experienced its biggest leap in 14 months and highest level since early 2025.
- As crude inventories reach historic lows due to SPR draws, refiner net production has surged by a record degree in the past few weeks.
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Jun 16, 2026
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- AI picks and shovels stocks have begun to rebound over the past few days, spiking 10% since the lows last Wednesday.
- As massive AI and space stocks have come into focus recently., 63 S&P 500 members trade with much more attractive valuations.
- May residential construction saw a massive miss with Housing Starts down 15% MoM, largely due to multifamily categories.
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Jun 15, 2026
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- Although it didn’t finish there, Industrials reached a record high today as capital goods have been a leading area.
- As Transportation stocks contribute to the strength in Industrials, freight volumes have begun to rebound although price pressures still remain.
- With data center and re-shored manufacturing load being added to the grid over recent years along with other factors, the structural backdrop of US grid load is firmly in growth mode.
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Jun 11, 2026
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- In reaction to more peace talk headlines, Brent crude oil fell to the lowest level since mid-March and the 30-year Treasury yield fell below the 50-DMA on an impressive outside day reversal.
- AI stocks have been pulling back leaving some Implementation basket stocks at interesting technical levels.
- Nonfinancial business debt as a percentage of GDP rose by one of the largest amounts on record since the end of the GFC.
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