Archive - MKTCONTEXT

🍔2 Crises This Week

Greenland invasion and tariffs; Japan bond market crash

Jan 25

🍔Software Companies are In Trouble

Small cap stocks successful break out, SPX and tech fail

Jan 18

🍔Indexes Breaking Out! Time to Buy!

The bull market continues; all-time highs incoming

Jan 11

🍔Our 2025 Performance: +23%

Beating the S&P500 with lower risk. Better than buy-and-hold!

Jan 8

🍔Gold and Silver Lose Shine

Plus: Venezuela incursion is not what it seems

Jan 4

December 2025

🍔War on Christmas

Santa rally came just in time

Dec 28, 2025

🍔Deluge of Delayed Data

More interest rate cuts are likely coming

Dec 21, 2025

🍔Where We Are in the AI Cycle

Past the buildout phase and entering the adoption phase

Dec 14, 2025

🍔The Year-End Chase is On

AI is becoming commoditized, but Google has reach

Dec 7, 2025

November 2025

🍔Is the Correction Over?

Markets rebound on Fed cut hopes

Nov 30, 2025

🍔Selloff Deepens On Nvidia Earnings

Price action portends more selling to come

Nov 23, 2025

🍔Extreme Fear in Stocks

Why we are cautiously optimistic on the market

Nov 16, 2025

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