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Weekly market insight from 26 years on Wall Street. Read past editions of Off The Tape below, or subscribe to get the next one straight to your inbox.
A weekly market pullback, Marvell's Google chip deal, Walmart's earnings miss, and the Fed/Jackson Hole and NVDA earnings catalysts ahead.
Market consolidation, big earnings beats from CoreWeave and Nebius, and a valuation lesson on trailing vs. forward P/E using Micron.
A rebound after a hedge fund liquidation, SanDisk's record earnings, a CPI/PPI preview, and a look back at a weak jobs report.
A hedge fund deleveraging event, an FOMC rate hold with dissent, mixed megacap earnings reactions, and a framework for deciding when to sell.
Google's AI/cloud growth surge, a technical read on a QQQ pullback, and a preview of big tech earnings and Fed commentary.
A historic semiconductor sell-off, the disconnect between strong TSMC/Netflix earnings and stock reactions, and the week's data ahead.
SK Hynix's large U.S. listing, Micron's long-term capital spending plan, and a preview of bank and tech earnings plus inflation data.
A Fed pivot, a semiconductor rotation, a valuation case for Micron, and a scaling-in strategy for buying strength.