China and Iran Push Back on Bessent: 8 Key Items Shaping the Stock Market Tuesday
Boeing’s big win, IPO activity ahead, single-stock ETFs and other headlines moving the market this morning.
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.
Chart of the Day: Shhhh… Alphabet Is Taking a Nap
There’s plenty of news surrounding Google but price has not been anything serious.
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.
Charting the S&P 500: Giving Bulls the Benefit of the Doubt
Events this week will skew markets up or down.
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.