The fact that HD rose in pre-market trading on tepid guidance for this year indicates just how fearful Wall Street was that the housing sector may be on the verge of a major correction. Read More
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NVIDIA results on Wednesday, home improvement chains this week, and the rising threat of stagflation. Read More
It was a rough week for the stock market, but not necessarily indicative of a long-term trend. Read More
I don't see any reason to dump Walmart yet given how quickly the Trump administration abandoned its other proposed tariffs. Read More
I believe Marriott's recent price drop is more of a technical correction that should clear up by the time the next set of quarterly results hit the wire, so I am raising my buy limit for Marriott International to $300. Read More
It's too soon to call this a trend but if the current slowdown in mortgage applications persists into next month, then Wall Street may feel compelled to revise its projections for economic growth during the first half of this year. Read More
By itself, today's big drop in builder confidence is not a major setback for the economy. But if tomorrow's mortgage application report shows a slowdown in activity last month, then homebuilder stocks are all but certain to take a hit. Read More
Housing Market Index on Tuesday, MBA Mortgage Applications survey on Wednesday, and Walmart's Q4 results on Thursday. Read More
We believe the enhancements we are making to the PF site are much more useful to you than mailing you weeks old content that is often out of date by the time you get it. Read More
Today's big drop by Iron Mountain was probably triggered by algorithms responding to a single data input, in which case it should recoup today's loss by the end of this quarter. Read More