We’re Adding a Trucking Play to the Portfolio Bullpen
2026 North American industry orders are picking up, as is U.S. truck tonnage data.
May ISM and ADP Data Should Keep the Fed’s Focus on Inflation
Job creation continued to rise in May, hitting levels not seen since January 2025.
Elon Musk Sets the SpaceX IPO Price: 8 Key Items Shaping the Stock Market Wednesday
Renewed Gulf hostilities, new Trump tariffs, Bessent testifies and other headlines are moving stocks this morning.
Taking Advantage of Jensen Huang’s ‘Gift’
We’re being opportunistic today, but we still like the company’s long-term prospects.
VIDEO: What Investors Need to Look Out for in June
What investors need to be mindful of this week and with next week’s 2026 WWDC event
Jensen Huang Blesses Marvell: 8 Key Items Shaping the Stock Market Tuesday
Lebanon’s ceasefire, HPE earnings, Google’s capital raise, and other headlines are moving stocks this morning.
New Price Target for This Construction Name After Promising Spending Update
Why we’re not pulling the trigger on the shares just yet.
2 Stocks on Our Radar as Iran Halts Talks and Inflation Pressures Continue
Let’s discuss the latest out of the Middle East and break down May Manufacturing PMI.
Nvidia Comes Out Swinging: 8 Key Items Shaping the Stock Market Monday
Talks drag on, May Manufacturing PMI data, more memory chip pain, and other headlines are moving stocks this morning.
May Monthly Roundup: Sell in May? No Way!
We put capital to work in several holdings, booked massive gains on two others, and added a new candidate to the Bullpen.