The Weak Dollar Narrative

TalkMarkets - Sat, 02/14/2026 - 19:30
Wall Street loves a simple story and is happy to jump on a trend with momentum, selling products to unwitting consumers. A good example of that lately has been the “weak dollar” narrative, which has pushed investors to chase foreign assets.

The Stock Market Is Showing Signs Of Technical Breakdown

TalkMarkets - Sat, 02/14/2026 - 18:45
While the S&P has hit a new record high this year, it is having a difficult time rising back above 7,000. The technical action is weak, and the 20-Daily Moving Average is in danger of crossing below the 50-Daily Moving Average.

From Multilaterism To Power Politics: The Dawn Of A New Global Order

TalkMarkets - Sat, 02/14/2026 - 18:00
The world is in the midst of a generational shift.

Stop Thinking About Emerging Markets As One Big Blob

TalkMarkets - Sat, 02/14/2026 - 17:18
U.S. investors are waking up to opportunities outside our borders, and that’s a good thing.

Back To Risk-On Now?

TalkMarkets - Sat, 02/14/2026 - 16:16
Inflation worries are again on the back burner, and that made for quite some moves in cyclicals and interest rate sensitive names.

Technical Market Report For February 14, 2026

TalkMarkets - Sat, 02/14/2026 - 16:00
The high level of new lows continues to be worrisome.

Archimedian Leverage, Hubris, And The God Complex

TalkMarkets - Sat, 02/14/2026 - 15:30
Leverage, once a vital tool, has become an existential weapon

These Charts Have A Lot To Say

TalkMarkets - Sat, 02/14/2026 - 15:00
Since Jan. 28, we’ve had a collapse in gold and silver prices, a blowout in the cryptocurrency world, and one of the worst momentum selloffs in over a decade. Selling pressure has increased. Let's take a closer look at some charts.

Green Shoots Or Just Weeds? What This Week’s Data Signals

TalkMarkets - Sat, 02/14/2026 - 14:39
Spring may be approaching (even if the cold weather outside says otherwise). 'Green shoots' are once again poking through in the global economy. But which ones will flourish, and which will turn to weeds?

IGV: Why Trading This Massive Software Slump Could Pay Off

TalkMarkets - Sat, 02/14/2026 - 14:20
While markets sit near all-time highs, massive rotations have created wide dispersion -- especially in technology stocks. But history and evidence suggest that now could be a great time to buy beaten-down software stocks.

Estate Planning: The Most Thoughtful Valentine’s Day Gift

TalkMarkets - Sat, 02/14/2026 - 14:09
​​​​​​​It’s Valentine’s Day, which means there’s no better time to talk about the most loving thing you can do for your significant other and your family: make sure they’re taken care of when you’re gone. And I'm not talking about life insurance.

Energy Transfer To Post Q4 Earnings: What's In Store For This Season?

TalkMarkets - Sat, 02/14/2026 - 14:00
Energy Transfer is expected to post a year-over-year improvement in both revenues and earnings when it reports fourth-quarter results on Feb. 17. The company's fee-based contracts, new gas supply deals, and added plants will likely support earnings.

How I Spot Market Bottoms Before The Crowd

TalkMarkets - Sat, 02/14/2026 - 13:39
The wrong sectors led us higher while the right ones faded. Now the crowd is finally noticing the pattern. Today, I’ll take you through the specific signal I watch to identify when selling is about to exhaust itself.

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