We’re Unwinding Our Hedging Positions, Adding to Two Others
Catalysts behind the Portfolio’s inverse ETF positions continue to fall to the wayside.
Adding to Our Netflix Position After Lionsgate Update
The streaming giant has been tied to an acquisition of the revered studio.
We’re Calling Up a Bullpen Name and Making 4 Other Trades
Here’s when we may exit the rest of our inverse ETF holdings.
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.
Adding to 2 Portfolio Holdings and Upgrading a Rating
With both companies, we see reasons why management guidance skews conservative.
Trimming This Financial Holding After Price Target Boost
We will maintain a sizable holding given our outlook for these two company drivers.
We’re Upgrading Our Broadcom Price Target and Rating
Despite a modest miss, the larger AI chip opportunity remains our focus.
New Morgan Stanley Price Target After Anthropic IPO Update
We will continue tracking IPO and M&A activity for signs of even further upside.
We’re Adding a Trucking Play to the Portfolio Bullpen
2026 North American industry orders are picking up, as is U.S. truck tonnage data.