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Category: Portfolio

Nvidia Surprises in Return to China: 8 Key Items Shaping the Stock Market Wednesday

Avatar photo Chris Versace on August 19, 2026

Trump and Canada talk tariff deal, Venezuela oil production and other headlines moving the market this morning.

Avoiding These Bullpen Candidates as Commodity Prices Surge

Avatar photo Chris Versace on August 18, 2026

Starbucks (SBUX)

Rising coffee, milk, cocoa, sugar and cotton prices are potential margin headwinds ahead.

A Potential Tell as Chip Stocks Come Under Pressure

Avatar photo Chris Versace on August 18, 2026

Chip Stocks

We continue to see a favorable fundamental outlook, but we’re waiting for a better technical one.

VIDEO: Why We’re Questioning Home Depot’s Earnings Claims

Avatar photo Chris Versace on August 18, 2026

Question marks

Plus, connecting the July data for Housing Starts and Industrial Production to two Portfolio holdings.

Chart of the Day: TJX Price Isn’t Budging, But Will Earnings Force a Move?

Avatar photo Bob Lang on August 18, 2026

TJX, TJ Maxx

Is this a good spot to add more shares before the company reports quarterly earnings on Wednesday.

Oil Back on the Rise, Along With Treasury Yields: 8 Key Items Shaping the Stock Market Tuesday

Avatar photo Chris Versace on August 18, 2026

Nvidia backs OpenAI in Ohio, Costco pilots Medicare plans and other headlines moving the market this morning.

New Data Keep Us Bullish on This Robotics and Automation Play

Avatar photo Chris Versace on August 17, 2026

Robot in Car Factory

Here’s what we’re waiting to see before putting additional capital to work.

Chart of the Day: American Express Builds Energy for Its Next Move

Avatar photo Bob Lang on August 17, 2026

Amex

AXP enters a period of rest and consolidation before we find out where it goes next.

New Netflix Rating, Sticking With This Price Target After Game Studio Update

Avatar photo Chris Versace on August 17, 2026

Netflix sign

What we’re waiting to see before pulling the trigger on more shares.

Get Your Questions Ready for Monday’s Office Hours

Avatar photo Chris Versace on August 17, 2026

Portfolio Office Hours

Bring your questions, and we’ll answer as many as time allows. 

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