Steve Sosnick

We see that today’s performance is less about the bulk of stocks performing well than the correct stocks doing so. #stocks

Any or all of these have the potential to induce volatility not only to the affected stocks, but to the market as a whole. #markets

This stock and the craziness that surrounds it has clarified my thinking about how the meme-stock phenomenon has morphed from Us vs. Them to Us vs. You.

That’s hardly foolproof, of course, since those pesky outside forces tend to arise at inopportune times, but the logic is time-tested. #investing

Sell in April and Sell in early May haven’t worked. We won’t, or can’t, know if Sell in May worked until June at the earliest. #markets

I would have thought that impossible.  Like the mythical Titan, NVDA is the Atlas holding up the broader market. #NVDA #markets

The sign that momentum rules. This morning we got a bit of both simultaneously and markets love it. #markets

Investors have been all too quick to punish companies who deliver EPS beats but miss on another metric. #markets #EPS

This morning’s GDP report piled on bad news.  But it was Mark Zuckerberg’s comments about AI that trouble me most. #Meta #AI