$SPX Breadth check... still good... For the past 103 days, we have seen the $S&P 500(.SPX)$ with more new highs than new lows. This is the 5th longest stretch in the past 2 decades.@granthawkridge

Consumers can't get rid of their $Apple(AAPL)$ Vision Pro headsets fast enough... at least, that's what a recent wave of headlines would have you believe.The Vision Pro is a new virtual-reality device from Apple (AAPL). It packs immersive sound and video into a $3,500 headset. And it lets users access their apps and programs in a three-dimensional space.Tech media outlets are now declaring the Vision Pro dead on arrival. But the articles all have a suspiciously similar theme. Take these two recent headlines...From Gizmodo: "Tech Bros Are Returning Their Vision Pros and Keeping Receipts"From Business Insider: "Apple Users Are Rushing to Return Vision Pro"This narrative popped up across various publications and social media outlets this month. But t

Stocks finished the day lower but managed to hold onto support, and it seems to suggest that tomorrow we are likely to see some kind of move. Which direction is tough to say, especially with the PCE report coming in the morning. Estimates are for PCE to rise by 0.3%, up from 0.2% last month, and rise by 2.4% y/y, down from 2.6% last month. The core PCE is expected to rise by 0.4% m/m, up from 0.2% and by 2.8% y/y, down from 2.9%.Again, I have no real view here because sell-side analysts have already gone through and parsed all of the data from the CPI and PPI and factored that into their estimates. But it would seem like analysts’ estimates for core PCE and PCE y/y have been pretty much in line with expectations for the past couple of months, or slightly too high.Regardless of the PCE repo

The bull train has left the station. Institutions are buying stocks again. That means, preparing for more upside. Here’s the best sector set to explode in 2024, states Lucas Downey, Co-Founder of Mapsignals.com.Look, oversold conditions rarely last forever. Eventually, they ignite a ferocious rally. The +6.07% lift in the S&P 500 since October 27th is a case in point. The bigger the dip, the bigger the rip. While pundits squabble over the market’s next-day move, they’re missing the big picture. Money is pouring back into equities. As I’ll show you, we’re well into a risk-on tape. Most stocks are lifting. History points to one elite area of the market primed for the most upside.Goodbye Oversold ConditionsThere’s a power law in the stock market: supply and demand. When demand o

$Uber(UBER)$ hit 52-week high,Below are the main highlights & my valuation views:Positives:• Surpassed EPS expectations.• Strong Year-over-Year growth in Gross Booking Value, with Mobility surging by 31% and Delivery by 18%, marking an acceleration for both sectors.• Robust U.S. consumer spending, favoring service sectors like food delivery and dining.• Company's focus on local services provides defensive strength in economic fluctuations.• Growth in active drivers surpassing trip growth due to good earning opportunities.• Sequential margin improvement.ImageNegatives:• Missed revenue expectations.• Take Rates have peaked and declined.• Management's strategy to maintain low Take Rates to promote platform growth, which may impact future revenue

$T-Mobile US Inc(TMUS)$ , $United Parcel Service Inc(UPS)$ , $John Deere(DE)$ , $ConocoPhillips(COP)$ , $Pfizer(PFE)$ compared to $Akamai(AKAM)$ , have:     Lower valuation (P/EBIT) compared to $Akamai(AKAM)$    But  higher revenue and operating income growth This disconnect between valuation and performance could mean that you are better off buying TMUS, UPS, DE, COP, PFE vs. AKAMUncover more peer insights on Akamai peer comparison and Akamai counter-intuitive com

Berkshire Hathaway, led by Warren Buffett, is a financial conglomerate with a focus on long-term investments.InvestingPro's Fair Value Index suggests that the stock has high growth potential.The company is set to report earnings on May 8, and barring any negative surprises, the stock has plenty of room to rally.Display showing Gecko character for GEICO Insurance during the Berkshire Hathaway Annual Shareholder Meeting in Omaha, Nebraska. Source:CNBCWarren Buffett, also known as the Oracle of Omaha, has been chairman of the US financial conglomerate $Berkshire Hathaway(BRK.A)$ since 1970.As of 2022, it was the world's seventh-largest publicly traded company by market capitalization ($741.5 billion), with a focus on investing in companies that are

Portfolio concentration is a big reason for Berkshire Hathaway's long-term success.For nearly six decades, $Berkshire Hathaway(BRK.A)$, $Berkshire Hathaway(BRK.B)$ CEO Warren Buffett has been making his shareholders decisively richer. Berkshire's Class A shares ( $Berkshire Hathaway(BRK.A)$ ) have doubled up the total annualized return of the S&P 500, including dividends, since he became CEO (19.8% vs. 9.9%).The Oracle of Omaha's not-so-secret recipe for success has included sticking to sectors and industries he and his investing team know well, investing with a long-term mindset, and purchasing companies with well-known brands and trusted management teams

$Tesla Motors(TSLA)$ and $BYD Co., Ltd.(BYDDY)$ are the world's largest electric-vehicle makers. Which one is No. 1 depends on your EV definition.A lot of attention is focused on EV startups such as $NIO Inc.(NIO)$, $Li Auto(LI)$ , $XPeng Inc.(XPEV)$ , $Rivian Automotive, Inc.(RIVN)$ and $Lucid Group Inc(LCID)$ . Efforts by traditional automakers such as $General Motors(GM)$ and $Ford(F)$ also get coverage. However,

Monetary tightening is either at, or close to, an end, but market will be looking for increase in leading economic indicators to begin viable rally.https://www.morningstar.com/David SekeraKey TakeawaysU.S. stock market trading at a discount to composite of our fair value estimates.However, expect a rough road ahead—tight monetary policy and decreasing credit availability will lead to economic slowdown.Deposit flight out of regional banks lowers their value, but this is not an omen of new financial crisis.Markets looking for a rebound in leading economic indicators to begin sustainable rally toward our fair value estimates.Second-Quarter 2023 U.S. Stock Market OutlookStocks surged in January, coming off deeply undervalued levels and a technically oversold market in December. However, the ma