VIDEO: Looming Updates That Could Move 3 Key Positions
The reason why we’re focused on this week’s inflation and wage growth data.
Our Game Plan for This Housing Play
The data landscape has shifted but developments this week could render a decision.
Trump’s Venezuela Oil Announcement Won’t Save the Price: 8 Key Items Shaping the Stock Market Monday
Renewed attacks between U.S. and Iran, a big week of August economic data and other headlines moving the market this morning.
We’re Accumulating More Shares of This Oversold Holding
We continue to see consumer pressure providing a tailwind moving into the holiday shopping season.
Warsh Gives the Market Plenty to Chew On
The Fed Chair gave no formal forward guidance, but inflation remains the focus and rate hike probabilities have shifted.
We’re Playing the Long Game With This Portfolio Position
An October Investor Day should bring more clarity on longer-term opportunities.
Looking for Kevin Warsh to Spill the Policy Beans: 8 Key Items Shaping the Stock Market Friday
AI cyberattack warnings, Stripe walks from PayPal and other headlines moving the market this morning.
Snapshot of July 2026 Retailer Comp Sales Confirms Our Positioning
We let the math speak for itself and it shows which retailers are winning share and losing it.
New Nvidia Price Target After ‘Compelling’ Data on AI Infrastructure Complex
Here’s where would we add more NVDA shares.
Adding to This Semi-Cap Equipment Holding After Connecting the Dots
We are also lifting our rating on the shares.