D. H. Taylor Analysis

AI Trade Anniversary: Nvidia Is King - Challengers Are Coming

The AI trade has been monstrous for key players, notably Nvidia. But a shift has just begun, and perhaps the king of the hill could get toppled

Dec 5 • 

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November 2025

AI Trade: NOT A Bubble–What To Know

Many are leaving the AI party in fears the trade has gotten over played. But are they too early to grab their coats and head for the doors?

Nov 24 • 

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How Bad Is The Economy?

We won't be getting consistent flows of economic data for a few weeks. In the meantime, the consumer sector of the S&P 500 tells us the consumer-driven…

Nov 17 • 

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Consumer Confidence Plummets—Stocks Will Soar

The consumer is feeling it, but the future is brighter. The shutdown will end, the tariffs will go away. AI will still lead. But inflation will push the…

Nov 11 • 

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What Credit Card Companies Tells About The Economy

Amex, Visa, MC are good bellwethers for the economy - Here's what they are telling us

Nov 4 • 

D. H. Taylor

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October 2025

Bank Earnings Impress, Stocks Do Not

We are in the beginnings of the earning season, and bank stocks have come in hot, the stocks have not - What to know

Oct 28 • 

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Healthcare Stocks Soar On Shutdown, Here's Why

The healthcare industry will do well if the Republicans get their way with this latest shutdown. The sector has shot up on the shutdown; here's the…

Oct 22 • 

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Gauging The Economic Heartbeat Without Economic Data

Without the jobs reports because of the shutdown, here is what to look at for jobs data

Oct 7 • 

D. H. Taylor

September 2025

The AI Trade Is Under Assault

This summer has seen a slew of reports suggesting the AI trade is a bubble. If it is, and it bursts, what remains of the economy and the stock market?

Sep 30 • 

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Is The Economy Faltering, And With That The Stock Market?

The Fed is moving, and here is the one key economic indicator to watch for that will also push the stock market

Sep 22 • 

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Weak Jobs, But Stocks Will Soar... so will inflation

The Fed has signaled it will lower rates. Inflation is already edging higher, and a rate decrease will push that pace.

Sep 8 • 

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August 2025

Hot Inflation Tames Rate-Cut Expectations

Inflation is climbing and will continue to do so. In the meantime, the pressure on the Fed will push them to lower rates—inflation will worsen from this

Aug 18 • 

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