If you’ve been reading my notes lately, it shouldn’t come as a surprise — I’ve been steadily adding crypto exposure to my portfolio.

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Monday was a quieter day on the surface, but the Beat Sheet still gave us a clean read on earnings sentiment.

We got fresh earnings reactions from four S&P 500 components.

These came from industry groups, including farm products,...

Keep it Simple Into Retail Earnings

We’re at a strange spot in the earnings cycle for merchants. The banks, Mag7 and enough consumer-facing companies have reported. Against all odds, or certainly contrary to...

When you go back and study every bull market over the past century, one thing shows up again and again — Technology tends to be one of the most consistent leadership groups.

And that pattern is starting to show up again.

Friday kicked off the new month with another gap to fresh all-time highs for the S&P 500, and earnings season kept feeding the tape with new information. 

We got fresh reactions from 29 components of the index, and the split was almost...