We’re Tracking 23 New Signals Across Our Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
What’s Our Potential Pick-Up Point for Boeing?
Here are our thoughts on BA shares as Trump bumps up Canadian tariff prospects, raising uncertainty and potential inflation.
Bessent Today, Warsh Friday: 8 Key Items Shaping the Stock Market Monday
Nvidia’s price increase, Trump and Canada, and other headlines are moving the market this morning.
Weekly Roundup: Geopolitics Wins Out, But Portfolio Continues to Outperform
We added to three holdings and laid out what we’re watching for several others.
VIDEO: Explaining Our Broadcom, Costco Moves
Plus, here’s what the retail split says about the U.S. consumer.
Flash August PMI Data Contained Some Nice Surprises
Price pressures moderated, while employment rose sharply and order books increased.
We’re Scooping Up Shares of a Chip Company and a Well Positioned Retailer
And we’re still keeping some dry powder on hand as we assess other opportunities.
Broadcom Strikes Back: 8 Key Items Shaping the Stock Market Friday
Flash August PMI data, waiting for Bessent, Ross Stores, and other headlines are moving the market this morning.
Key Levels for 9 Holdings in a Stressed Market
Market conditions and cash on hand will dictate if and when we make any moves.
2 Charts That Sum Up the Current State of Consumer
Comp sales data favor Costco, while TJX shares enter oversold territory.