Weekly Roundup: Peace Deal, Warsh Arrives, and the Portfolio Moves Ahead
We closed three positions, began a new one, and added to two others. Plus, we look ahead to the potentially most impactful earnings report next week.
Kroger Sends Inflation Message as Gas Prices Begin to Come Down
The grocery giant spoke to some key investing themes in its latest comments.
Chart of the Day: Costco Is Resting Comfortably
The stock remains in a range after a couple of violent moves.
We’re Unwinding Our Hedging Positions, Adding to Two Others
Catalysts behind the Portfolio’s inverse ETF positions continue to fall to the wayside.
U.S. and Iran Sign MOU: 8 Key Items Shaping the Stock Market Thursday
Triple witching, Apple to boost prices and other headlines are moving stocks this morning.
Kevin Warsh Makes It Clear There’s a New Sheriff in Town
If you’ve followed Warsh before he became Fed Chair, his press conference shouldn’t have been that surprising.
4 Changes in the Fed’s New Projections, Including a Rate Hike Forecast
The bulk of these changes were expected, except for one.
Chart of the Day: Google’s Correction Seems Finished
The giant search and AI company had a nasty pullback but seems to have found its footing.
May Retail Sales Offer Positives for Multiple Holdings — and Especially One
Let’s break down May retail sales report and its implications for the economy and the Pro Portfolio.
Adding to Our Netflix Position After Lionsgate Update
The streaming giant has been tied to an acquisition of the revered studio.