The Predictive Investor
Subscribe
Sign in
Home
Portfolio
Market Analysis
Trade Examples
Terms of Service
Articles
Archive
About
Market Analysis
Latest
Top
Cooler inflation, hotter earnings
The Fed’s pivot and strong Q3 results reinforce a bullish setup, even as volatility keeps skeptics on edge.
Oct 26
•
JD
Shutdown? Markets don’t care
Investors look past politics as AI investment and rate cuts keep powering stocks.
Oct 5
•
JD
U.S. growth keeps surprising
Economic momentum is running hotter than nearly anyone expected.
Sep 28
•
JD
Countdown to the dot plot
Next week’s rate decision could jolt markets, but a balanced portfolio is built for any outcome.
Sep 14
•
JD
Gridlock in the labor market
Slower hiring points to a Fed cut, but earnings and AI adoption keep the bull case intact.
Sep 7
•
JD
Strong August, Weak September?
September’s “curse,” Nvidia’s strength, and why central banks keep buying gold.
Aug 31
•
JD
Volatility Is Rising. So Are Opportunities.
Rate cuts, AI fears, and a rally in value stocks. Here’s what really matters and how to position for it.
Aug 24
•
JD
Are we headed for a recession?
Recession risks remain, but forward-looking earnings trends suggest strength ahead. Here's how we're navigating the crosscurrents.
Aug 17
•
JD
Profits, Productivity, and Policy: The Market’s New Engine
From AI-driven efficiency to industrial reshoring, the trends we bet on are gaining strength.
Aug 10
•
JD
📉 Weak Jobs, Strong Earnings – What's the Market Really Telling Us?
Markets digest mixed signals, but earnings and AI spending are proving more important than economic noise.
Aug 3
•
JD
Big Tech: Bubble or Boom?
AI stocks, the Japan trade deal, and a surge in money supply: what investors need to know now
Jul 27
•
JD
Bull markets are built on skepticism
From booming big tech investment to bearish small-cap bets, this market is full of contradictions. Here’s how to read the signs, and which ones to…
Jul 20
•
JD
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
