JP Morgan, Bank of America, Wells Fargo, and Citigroup report their Q4 2022 earnings results; Income rises despite rising credit provisions...should we be worried? 

The December CPI data came in line with expectations, cooling for a sixth straight month to 6.5%. The market moves to pricing in a less aggressive Fed. TSM reports robust earnings but forecasts a slowdown in semi demand for the first half of 2023. Airlines & travel stocks are rising after American raises guidance

Sign up for my personal email newsletter at travisdevitt.com

Highly shorted stocks are squeezing today ahead of the CPI report tomorrow but caution may be warranted; Solar stocks & alternative energy stocks continue their recent strength as well

BBBY gains despite horrible holiday sales performance; Microsoft may be investing 10 Billion into OpenAI; Is CVS going to make another expensive acquisition?; I also explain why I think NVDA stock could have downside risk given weakening datacenter spending

Stocks are in the green again today with tech, semis, EV, and real estate stocks leading the pack. I preview the week ahead with CPI data and bank earnings on the horizon

Stocks rally to end the first week of 2023 on a positive note; The jobs data looks strong on the surface but it weak underneath the surface; The services side of the economy may now be contracting

Solid jobs data continues for the month of December but a big unemployment report looms tomorrow morning; Some enterprise software stocks hit new lows; Silvergate Capital falls over 40% and BBBY falls over 20% after a going concern warning

Manufacturing activity in the US continues to slow but stocks are rallying; I cover the highlights of major wall street macro forecasts for 2023

Tesla misses analyst delivery estimates for Q4 and starts 2023 down 10%; Energy starts off weak; Which S&P 500 laggards will recover in 2023?

Stocks stage a huge rally as tax loss selling for 2022 is mostly completed; I discuss Weedmaps (MAPS), a stock in the cannabis industry which is down 85% year to date and down 97% from its peak