Updating Our Portfolio Table and Shopping List
October Monthly Roundup on Monday, and another refreshed Portfolio table to follow
Here’s the Amazon Support Level We’re Watching After Selloff
As the last hyperscaler reports, let’s review the results, and also connect the dots to additional Portfolio holdings.
Tech Weighs on the Market, Midterms and Inflation Data Around the Corner: 8 Key Items Shaping the Stock Market Friday
Microsoft’s debt deal, Binance’s $6.3 billion hack and other headlines moving the market this morning.
Collecting Your Questions for Our Next Set of Office Hours
Be sure to mark your question with #officehours in the Portfolio Forum
This Holding Comes Under Pressure Following Acquisition Report
We can see several reasons for a deal, but the real question is how much is Marvell willing to pay up?
Chart of the Day: Hiding Out in Healthcare Has Been Profitable
Investors wanting less exposure to beta and risk are seeing value in the XLV.
New Microsoft Price Target as $33 Billion Cloud Update Turns Heads
Waiting for answers on 2027 free cash flow and capex questions could keep the shares capped near term.
We’re Trimming Our Alphabet Price Target and Asking This Big Question
After last night’s earnings and cloud details, we must ask if GOOGL shares will be higher one year from now or not….
Microsoft Stuns, Google Sinks, Oracle Offers Hope: 8 Key Items Shaping the Stock Market Thursday
Marvell’s potential Lumentum bid, Samsung’s comments on chip capacity, and other headlines are moving the market this morning.
Fed Leaves Funds Rate Unchanged, With Warsh Citing More Data Ahead
What can the Fed do to regain credibility as inflation data continues to move in the wrong direction?