Tracking 26 Signals Across 11 of Our Portfolio Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Portfolio Maintains Lead as Select Holdings Do the Heavy Lifting
We added to three holdings and started a new position during a roller-coaster week for the market.
VIDEO: Are We Buying SpaceX?
Plus, digging into one of our winning strategies and expectations for the new Federal Reserve chair.
VIDEO: What We’re Watching as SpaceX Shares Make Public Debut
Two items, including the Fed’s policy decision, are on our radar for next week.
Liftoff on Potential Iran Deal and SpaceX IPO?: 8 Key Items Shaping the Stock Market Friday
Oil prices fall, midterms spending, Nasdaq-100 changes, and other headlines moving stocks this morning.
Chart of the Day: Arista Networks Is Trying to Catch a Break
The stock has been range bound for several weeks and is struggling to stay above water.
We’re Initiating a New Position in a Trucking Play
The intersection of rising utilization levels, a pending EPA emission mandate, and the One Big Beautiful Bill have us making this move.
Adding to 2 Holdings Near Their Pick-Up Points
Oracle’s capital spending and a new business combination are added catalysts.
Ready for the SpaceX IPO?: 8 Key Items Shaping the Stock Market Thursday
Trump and Iran, May PPI, Oracle’s spending, potential OpenAI price cuts, and other headlines moving stocks this morning.