The Fed Cuts on September 16. The Trade Isn’t the Cut.
A quarter-point cut on September 16 is already priced into every stock you own. What moves markets is the dot plot, Powell’s framing, and whether this is a soft-landing cut or the other kind. A…
Alex Carter is the byline for StockVane's markets and macro commentary: sector trends, the rate cycle, and where the data says value is building. Pieces are researched and written from StockVane's own data and editorial process (see Editorial Standards) and reflect a point of view, not personalized investment advice.
A quarter-point cut on September 16 is already priced into every stock you own. What moves markets is the dot plot, Powell’s framing, and whether this is a soft-landing cut or the other kind. A…
The AI trade has been a bet on one company’s chips. The real constraint has moved to the power grid: multi-year interconnection queues, sold-out turbines, and hyperscalers contracting for 2028 electricity. Here is how the…
September has a reputation, and this year it comes with a calendar. The CPI print lands September 11 and the Fed’s rate decision follows on September 16, either one can move the whole market regardless…
My second week on IBKR Mobile nearly cost me a position I’ve had my main trading account at Interactive Brokers for about four years, mostly for the commission structure, which suits someone trading a few…
I’ve watched enough new investors get pulled in by eToro’s clean interface and its CopyTrader feature to know the pitch works. The question worth asking is whether the appeal holds up once real money is…
Tesla is the most-discussed stock in retail investing, and it’s also one of the most reliable places for retail investors to lose money, usually by doing something that felt sensible at the time. This isn’t…
The retail investors with the best long-run returns are almost never the ones with the best stories. The home runs, the options bets, the meme-stock round trips, the leveraged-ETF rides make for good copy and,…
I’m not from Wall Street. I spent more than 20 years in and around trading desks, brokerage platforms and spreadsheets I built myself because the tools available were not good enough for me, primarily because…
Four days before Baidu reported, I told readers I’d sold a cash-secured put on the stock. The reasoning was in my August note: the valuation already priced in a lot of bad news, the AI…
There’s a kind of earnings report I think of as technically excellent and emotionally catastrophic. Revenue beats. EPS beats by a wide margin. User growth holds. Operating income climbs. And then, somewhere in the prepared…