Published May 8, 2026
Below we offer Schwab’s analysis of the first quarter earnings. The rise in earnings and earnings expectations has driven the sharp rebound in stocks over the past few weeks. (more…)
DOW
Optimism for a Post-War Rally
Published April 3, 2026
Delta Research makes the case below for a sharp rally once the War with Iran ends. Complicating their case is the market’s shift to a flat interest rate environment as hopes for Federal Reserve rate cuts have largely vanished with the war. (more…)
Stocks Visit Their Long-Term Trendline
Published March 20, 2026
This week the stock market returned to its long-term 10-week trendline. It was the first visit to this trendline in about a year. (more…)