Afternoon Note
It’s been a slog this first session of the week that culminates with the jobs report on Friday. The biggest data today on factory orders came in +1.2% month to month, bettering the consensus of +1.0% as transportation improved +6.2% driven by 69.8% surge in civilian aircraft and +62.2% pop in defense aircraft orders.
This is more hard data pointing in the right direction, but it is not the news that gets the market out of its newfound sideways rut.

Still, the major indices are holding up well enough, and there could be a late surge. I have no clue what would spark it other than the knee-jerk reaction that’s has been automatic in 13 of the past 14 sessions.
| Tweet |
| 4/1/2026 7:16 AM | OILING THE SPRINGS |
| 3/31/2026 1:25 PM | Markets Rally on Easing Geopolitical Concerns |
| 3/31/2026 9:34 AM | SHOOTING GALLERY |
| 3/30/2026 1:36 PM | Mixed Monday |
| 3/30/2026 9:37 AM | THE NEXT PHASE |
| 3/27/2026 1:26 PM | Waiting for The Dust to Settle |
| 3/27/2026 9:59 AM | STRESSED & FATIGUED |
| 3/26/2026 1:54 PM | Thursday Dip |
| 3/26/2026 9:42 AM | LOOKING FOR LEADERSHIP |
| 3/25/2026 1:42 PM | Facing Resistance |
| 3/25/2026 9:28 AM | Good Retry |
| 3/24/2026 1:27 PM | Participation Broadens |
| 3/24/2026 9:38 AM | GOOD TRY |
| 3/23/2026 1:20 PM | Market Over Sold |
| 3/23/2026 9:53 AM | OVERSOLD SIGNALS ABOUND |
| 3/20/2026 1:20 PM | From the Strait to the Street |
| 3/20/2026 9:45 AM | SIGNS OF LIFE |
| 3/19/2026 1:25 PM | Continued Pressure |
| 3/19/2026 9:44 AM | MIC DROP |
| 3/18/2026 1:44 PM | Facing Pressure |
| 3/18/2026 9:43 AM | STILL TEPID |
| 3/17/2026 1:27 PM | Continued Resilience |
| 3/17/2026 9:41 AM | GREEN AHEAD OF ST PATRICKS DAY |
| 3/16/2026 1:19 PM | Green Screen |
| 3/16/2026 9:49 AM | TRADING ACTION HINTS AT MAJOR REVERSALS |
| More commentary archives | |
|
Home |
Products & Services |
Education |
In The Media |
Help |
About Us |
Disclaimer | Privacy Policy | Terms of Use | All Rights Reserved.
|