ChartMill_US

"Insights and updates on stock market trends, market breadth, trading strategies, and investing ideas from the team at ChartMill."

Launched a year ago

Chip Selloff Deepens as AI Doubts Bleed Into a Second Session

If Monday felt like a warning shot, Tuesday looked a lot more like the start of something.

10 hrs ago•ChartMill_US

AI Hyperscalers Take a Hit, and the Fed Adds Fuel to the Fire

Monday was not the kind of session that gets you reaching for the champagne...

Jun 23•ChartMill_US

Apple's Price Warning Sends Memory Chips To A Record, Accenture Cracks 18%

A day after Kevin Warsh used his Fed debut to push the front of the curve higher, the tape did the opposite of what most playbooks predicted.

Jun 19•ChartMill_US

Warsh's Hawkish Debut Resets the Rate Curve and Oil Cracks as Iran Deal Lands

The Fed left the policy rate alone, the dot plot moved higher, and Warsh used his first press conference as Chair to plant a flag on the 2% target while…

Jun 18•ChartMill_US

Chips Crack the Rally - Dow Keeps Climbing, SpaceX Passes Amazon

Monday's all-everything rally lasted exactly one session.

Jun 17•ChartMill_US

Peace Deal Lights the Fuse - Dow Hits Record, Chips Go Vertical.

A signed framework, a falling oil price, and a chip index that just broke through a level it had never seen before, Monday gave investors a session that…

Jun 16•ChartMill_US

Iran Truce Sealed, SpaceX Storms Wall Street and Warsh Steps to the Mic.

The Iran war is over - at least on paper - and the largest IPO in market history landed on Wall Street the same week the Federal Reserve hands the…

Jun 15•ChartMill_US

Trump Pulls The Trigger Back, Nasdaq Rips 2.5% And SpaceX Books The Biggest IPO Ever

Every time I think this market has settled into a rhythm, Trump's thumb finds the keyboard and the rhythm changes…

Jun 12•ChartMill_US

Trump's Iran Encore Sinks Nasdaq 2%, Oracle's Capex Tab Comes Due

The day had a script and Trump tore it up before lunch.

Jun 11•ChartMill_US