Independent thinking for complex markets and current events
One of the fastest technical bounces in history leaves bears in the dust… Forward 12-month earnings growth hits 25% as “AI capex” ignores Gulf war… Morgan Stanley: “The market waits for no one once it decides to move”… Median company earnings join double-digit surge; small-caps finally catch a bid… https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/us-stock-market-remaining-bullish-mike-wilson
"the market is oversold" pic.twitter.com/t7Xg0a8u5N — StockCats (@RealStockCats) March 20, 2026 “The stock market is crashing” Meanwhile the S&P 500 is only down -3% this year. pic.twitter.com/IHh353siYI — Finance Guy (@GuyTalksFinance) March 20, 2026 The Nasdaq has been sideways for 185 days now Irving Fisher's permanently high plateau pic.twitter.com/lwWFoSFeBX — Don Johnson (@DonMiami3) March 20, …
As we discussed in this past weekend's #BullBearReport, the #market is likely at a near-term low given the deeper oversold conditions. https://t.co/4YMHjPb1Lw@thedailyshot pic.twitter.com/hoO5XBzZWm — Lance Roberts (@LanceRoberts) March 24, 2025 Just a quick reminder not to get too #bearish on the #market until it #confirms that a #correction is more than just a correction. pic.twitter.com/TTApX8T8E5 …
Despite a nearly 3% rise and a big green candle, sellers dominated, as shown by the delta. This is an oversold rally & not a data driven one – one of the worst UMich reports on record – stagflationista galore. Technicals were at COVID crash bad and now resetting. pic.twitter.com/5NNqBljqSs — Don Johnson (@DonMiami3) March …
Low beta and value includes sectors like energy, materials, mining, insurance… h/t mrmrmrj