jaredblikre.ai

Rotation has kept this bull market alive. In March, though, energy is the only sector really holding up — and it’s not big enough to carry the whole market alone. Eventually, new leaders will need to step up. $XLE $XLV $IGV finance.yahoo.com/news/energy-st…

$XLE went sideways for 20 years ... until 2026. "The bigger the base, the higher in space," as the godfather of technical analysis @Ralph_Acampora likes to say. And the breakout came in January — before the war headlines and $100 crude oil. @YahooFinance's Chart of the Day: finance.yahoo.com/news/energy-se…

Oil flirts with $100 and the first instinct is always the same: higher crude, higher inflation. But oil shocks rarely stay there. They can hit the dollar and long-term yields before stocks fully react. READ here: finance.yahoo.com/news/why-oil-s…

Software is breaking investors’ hearts — again. Adobe just sold off after earnings and a surprise “we need to talk” text from the CEO.“ We’ve all dated Adobe here and there, haven’t we?” said @leemunson. The rest of software is mosting too. finance.yahoo.com/news/software-…

crude oil is ripping $XLE just broke out of a 20-plus-year range and “energy” is suddenly not only one trade the real question: are you buying the giants, the drill bit, or the toll roads? finance.yahoo.com/news/energy-is…

The second Trump presidency has had a different market barometer. Not stocks. Bonds. The 30-year Treasury yield is pushing back toward 5% — a level that has repeatedly rattled stocks. If 5% flips from ceiling to floor, that changes the whole market. $TNX $TYX $US_F $TY_F finance.yahoo.com/news/why-the-r…

"Let's make tech value again" On the @NYSE floor, @leemunson walked me through a scenario where the Nasdaq 100 could become "value" — no crash needed... $NDX $QQQ

Make Tech Value Again @leemunson says the easiest way may not be a crash — just time. If the Nasdaq goes sideways while earnings grow, valuations reset on their own. Meanwhile he sees software as dead money for 6 months. $IGV finance.yahoo.com/video/tech-val…

everyone's drinking it...

Joined @SPYJared & @BrookeDiPalma on @YahooFinance with the message that "We're still in a bull market, but there's a catch." We covered how retail investors on @Stocktwits are handling the recent rotation, whether SaaS is dead, crypto's crash, & more! finance.yahoo.com/video/yes-were…

*memories*.... @lilbubble @saylor youtube.com/watch?v=B5if2h…

@alexandraandnyc @MichaelKantro

h/t @MichaelKantro for this: iShares Expanded Tech-Software Sector ETF (IGV) and Bitcoin look like twins

Bitcoin's about to be cut in half (again). @fundstrat's @MarkNewtonCMT joined @BrookeDiPalma and me, calling this a “crypto winter” moment. Yes, cross-asset volatility just picked up — but 2026 has been mostly defensive. finance.yahoo.com/videos/series/…

We brought back options wizard @SteveSosnick to think about 2026 in risk terms — what volatility is really saying, why #0DTE isn’t always “zero,” and the sneaky risks in options trading. Watch the latest Stocks in Translation: finance.yahoo.com/video/why-clas…

Yahoo Scout (new ai search engine) with some solid answers: "why are stocks down today? particularly software?"

Software getting monkey-hammered 🙈 $IGV down most since pandemic lows selloff on March 16, 2020