Claude for Creative Work Didn’t Tank ADBE, ADSK – PAIROS Explains Why

PAIROS - open hand

Anthropic seems to have a policy of producing a steady onslaught of significant product releases. On April 28th, the AI platform and software company released a set of connectors for integrating Claude, Anthropic’s coding and agentic platform, with software tools for creatives. In “Claude for Creative Work” Anthropic explains how these connectors expand the possibilities … Read more

The Bearish Signal I Want to Dismiss – The Market Breadth

A Bearish Signal I Want to Dismiss - The Market Breadth

The Market Breadth Summary Stock Market Commentary Last week was bullish, and yet the bearish signal that bothered me early in the year returned. Market breadth flashed bearish even as the S&P 500 and the NASDAQ broke out to all-time highs. This bearish divergence is exactly the setup I did not want to see. The … Read more

No Dips Allowed: A FOMO Market Rips to Overbought Territory – The Market Breadth

no dips allowed - a fomo stock market rips to overbought territory

The Market Breadth Summary Stock Market Commentary There are no dips allowed in this stock market. A week ago, I labelled the trading environment as “buy-the-dips” because of the psychology of post-oversold trading. Those dips turned out to be hard to find. Only day traders could notice any weakness in the price action. The stock … Read more

PAIROS on Mythos: How AI May Boost the Value of Security Software

PAIROS - open hand

Anthropic’s Project Glasswing sent shudders through the world of cybersecurity as the launch of Mythos exposed catastrophic security flaws throughout the software ecosystem. The threat is so dire that the U.S. Treasury Secretary and the Federal Reserve Chair hastily convened banking leaders to make sure they are ready to secure the nation’s finances against these … Read more

Buy Dips: The Psychology of Post-Oversold Trading – The Market Breadth

buy dips - the psychology of post-oversold trading - the market breadth

The Market Breadth Summary Stock Market Commentary A week ago, I made the case that a bottom was finally forming after five weeks of selling. The ceasefire announcement that was supposed to reopen the Strait of Hormuz let buyers run free and confirm that bottom. Wednesday’s resulting gap up created post-oversold trading conditions that tell … Read more