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August Monthly Roundup: Maintaining Our Lead Through the Ups and Downs

Avatar photo Chris Versace on August 31, 2026

Up and Down

We initiated three positions, added to several others, and locked in massive gains along the way. 

Chart of the Day: Arista Networks Continues to Fight

Avatar photo Bob Lang on August 31, 2026

Arista Networks (ANET)

It sure seems a breakout is imminent, but there is solid resistance just above.

VIDEO: Looming Updates That Could Move 3 Key Positions

Avatar photo Chris Versace on August 31, 2026

The reason why we’re focused on this week’s inflation and wage growth data.

Our Game Plan for This Housing Play 

Avatar photo Chris Versace on August 31, 2026

BLDR

The data landscape has shifted but developments this week could render a decision.

Trump’s Venezuela Oil Announcement Won’t Save the Price: 8 Key Items Shaping the Stock Market Monday

Avatar photo Chris Versace on August 31, 2026

Renewed attacks between U.S. and Iran, a big week of August economic data and other headlines moving the market this morning.

Charting the S&P 500: Dangerous Complacency at the Wrong Time

Avatar photo Bob Lang on August 31, 2026

Complacent

Too much bullishness when seasonal weakness is here is not a good combination.

We’re Accumulating More Shares of This Oversold Holding

Avatar photo Chris Versace on August 28, 2026

Stock Buys

We continue to see consumer pressure providing a tailwind moving into the holiday shopping season.

Chart of the Day: A Close Look at the Cybersecurity ETF

Avatar photo Bob Lang on August 28, 2026

Cybersecurity stocks

CIBR has been strong throughout selling in the software sector and is poised to continue a breakout.

Warsh Gives the Market Plenty to Chew On

Avatar photo Chris Versace on August 28, 2026

Jackson Hole, Wyoming

The Fed Chair gave no formal forward guidance, but inflation remains the focus and rate hike probabilities have shifted.

We’re Playing the Long Game With This Portfolio Position

Avatar photo Chris Versace on August 28, 2026

Playing the long game

An October Investor Day should bring more clarity on longer-term opportunities.

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