Strategists
Strategists coverage curated by PowerAdvice.
- Strategists
Markets Keep Climbing Despite Chaos: Simple Math Behind Rally
During the military campaign, longer term economic stimulus more than offset shorter term economic suppressants.
David Waddell - Strategists
Data Centers in Orbit—Wild Idea or Next Trillion-Dollar Industry?
Markets price on potential. And SpaceX’s potential is sky high because it plans to build…
Stephen McBride - Strategists
Meme-Style Squeeze Sends Avis Budget Soaring While Risks Stack Beneath Surface
While CAR can certainly go higher, the move is not sustainable. The reason is quite simply that CAR’s fundamentals are horrendous.
Lance Roberts - Strategists
Markets Rally Into Uncertainty as Investors Bet on Better Days Ahead
Said differently, markets can and will reflect where fundamentals will be in the future, not where they are today.
- Strategists
Crude Crash Sparks Airline Rally as Mega-Merger Talks and Bankruptcies Collide
Friday morning brought the kind of headline that moves markets before most investors have finished their coffee.
Frank Holmes - Strategists
Silver Supply Squeeze Signals Intensify as Delivery Cycle Nears and Coverage Weakens
A coverage ratio of 13.4% — below the stress threshold for the sixth consecutive issue. And First Notice Day for the May contract is approaching.
Golden Meadow - Strategists
Record Low Consumer Sentiment Meets Record High Markets
The concern, however, is forward-looking. Sentiment doesn’t just measure how people feel; at times it can shape how they spend.
Michael P. Lebowitz - Strategists
Relief Rally or Final Push? History Is Starting To Rhyme
Arguably, the move in stocks would have been even greater if they weren’t already up about 10% in anticipation of today’s news.
Steve Sosnick - Strategists
Consumers Keep Spending Despite Weak Income Growth—What’s Really Fueling It?
Johnson Redbook which tracks same-store sales across a broad swath of retail says the same thing every month. The consumer is spending.
WealthVest - Strategists
Magnificent 7 Losing Momentum: What’s Behind the Shift and Where Opportunities Lie
Have lagged the wider market in 2026. We’re examining what’s driving performance, valuation shifts and where opportunities may be emerging.
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