We’re Cashing in on 3 Small-Cap Names as the Market Rallies
Some strange but true updates on our “$10K Portfolio” names.
New Dell Price Target After Earnings Crush Wall Street
The technology firm posted video game revenue numbers as it blew analysts away.
Thinking About the Unthinkable
As the bond selloff continues, the debt supercycle seems unstoppable, fiscal discipline out of sight and rising inflation a possibility, it’s time to have a tough conversation.
Investors See Problems With Our Small-Cap Drone Name
Short interest is growing in Ondas as it prepares for increased defense spending.
What’s Behind the Bond Trouble
Let’s see what’s causing the big bond selloff, why I don’t believe they’re collapsing, and some words on that $40 trillion national debt.
Kevin Warsh Puts a Hurting on Our Small-Cap Portfolio
The Federal Reserve chair’s address hurt equities, including several of our names.
Fighting Flares Up Again in Iran, Warsh Turns Hawkish, Treasury Yields Climb
The U.S. hits Iran over the weekend in renewed fighting and Fed chair vows to go after inflation; also, let’s check the week ahead.
Hawkish Warsh Tells Wall Street to Beat It
The man was clear. His concern is inflation and Main Street.