Earnings season is the heartbeat of the market - and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

It’s been a wild ride since last week, with the biggest spike in volatility since the “Liberation Day” lows. 

There’s finally a decent list of bearish evidence to fret over— from turbulence in high yield and a surge in...

This morning's sunrise view from my "mobile office."

I've been in the Hawaiian Islands since Wednesday. And perhaps it's a good thing.

Had I been glued to my trading...

Financials is arguably the world’s most important sector.

They tell you more about the current environment and risk appetite than almost any other group.

They’ve been critical to both the upside and downside in previous cycles, and their...