S&P 500 Earnings: Capex Is Not Earnings; Tech Revisions Still Positive

S&P 500 earnings are expected to be positive for the tech sector next week. Microsoft and Intel will be the big movers for the sector. Microsoft reports on Tuesday night, July 30th, while Amazon and Meta also report. The tech sector is expected to see positive earnings revisions for the quarter.

Market Myths: Data-Driven Insights On The Bearish Engulfing Pattern (Technical Analysis)

Noteworthy ETF Inflows: XMHQ, MANH, EME, MEDP

Is The Latest Surge In Stock Market Volatility Noise Or Signal?

Big Decline But No Bad Breadth?

Election 2024: Economics, Policy And Positioning For A Soft Landing

The U.S. Economy should be resilient in the second half of 2024 and into 2025. The S&P 500 enjoyed a solid start to the year. The main risk for investors ahead of the 2024 election would be to cash out, says Seema Shah. Trade is a clear bipartisan focus for the upcoming election.

2024 U.S. Election: The Importance Of Staying Invested

U.S. Stocks have almost always risen by the end of a president's term, regardless of their party affiliation. Historical data shows that market returns are generally positive during both election and non-election years. Seema Shah says investors should focus on fundamentals rather than election headlines.

S&P 500 Q1 2024 Sector Earnings And Revenue Data

S&P 500 Dividend Futures Rebound

Market Rotation Update

It Is Starting To Look Like An Intermediate-Term Sell-Off

Tech Sector's Historical EPS And Revenue Growth Heading Into Q2 '24 Earnings

Asset Bubbles Beware

QQQJ: Hype Won't Save These Nasdaq Next Gen Stocks

Invesco Nasdaq Next Gen 100 ETF (QQQJ) has lagged behind other mid-cap peers since its inception in October 2020. The "Next Gen" marketing is great, but the stocks are not, says The Sunday Investor. In February, Tero Vesalainen issued a "sell" rating for the Invesco NASDAQ Next Generation 100 ETF. He found weaknesses in growth, value, and earnings momentum in the fund.

Streaky

Friday’s decline capped off a negative week for the market, taking the S&P 500 out of short-term overbought levels. The decline ended a streak of 32 straight weeks of the market closing over one standard deviation above its 50-day moving average. As the market attempts to rebound today, the market is in the midst of a streak. The S&p 500 has been in an extended streak of overb bought closes since 1954.

You're Soaking In It

Weekly Report: what happened at XMHQ last week (0715-0719)?

Can Mega-Capitalization Stocks Continue Their Dominance?

SA interview: Apex Trader Funding talks stocks, Biden-Trump, why cash is a good position

Apex Trader Funding's Dan Cook says holding some cash and getting exposure to small- and mid-cap stocks is a good position for investors. Cook says he's not riding the Biden-Trump train, but thinks the markets will be volatile in the next few months. He says the Russell 2000 and small-caps are a good way to position yourself.

Q2 Earnings Season Kicks Off With Mixed Bank Results