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Mega Tech Names Continue To Lead

The enthusiasm for AI continues to the benefit of semiconductors (+45% YTD) and the mega techs who can afford the billions it costs

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Corporate Bankruptcies And Defaults Are On The Rise

Today crude oil remains below $70, and gold below $1,935. Another area of concern is corporate bankruptcies and defaults, with 41 defaults in the US YTD

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The Bears Have Been Dead Wrong

For now, the bears have been dead wrong; even higher yields can't slow the march of equities as strength begets more strength

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Retailers Are Having A Tough Year

A lot of retailers are having a tough year: Gap (NYSE:GPS) -29%, Macy's (NYSE:M) -25% Dollar General (NYSE:DG) -11%, Best Buy (NYSE:BBY) -9% and Nordstrom (NYSE:JWN) -7%.

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A Shift Back To Retail Earnings

We shift back to retail earnings this week because of their January fiscal years, with Walmart, Target, and Home Depot 1Q23 results.

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