Trump’s Ultimatum, Manufacturing Cranks Up, Palantir Pops
Trump means it … this time … on Iran; U.S. manufacturing churns higher, and Palantir? Wow!
Wall Street Has Shifted Back to Bullish on the Semis. Here’s How to Play a Rally.
Last week was the big freak-out in the semi names. This week, people are jumping back in. Will it be a straight line to new highs?
We’re Shaking Up the Bullpen With 4 Additions and 4 Removals
As we look ahead, it’s time to freshen things up.
With Situational Awareness the Key to This Market, Here Are 5 Trends to Watch
From staggering market cap changes to the AI trade, here is the latest for investors to know.
Groundhog Day for Trump and Iran? 8 Key Items Shaping the Stock Market Monday
U.S and Japan intervene, Senate bill, Amazon and OpenAI extend relationship, and other headlines moving stocks this morning.
Who Wants to Believe in Iran Talks? (The Markets Do); Big Earnings; Yen Plan
Let’s look at how Trump holds off big attack on Iran and the markets look optimistic, a joint plan for the yen, and earnings on tap for this week.
4 Things That Will Drive the Market From Here
With Big Tech earnings behind us, the setup for August is clearer. Here’s my strategy and the one stock I’m watching.
July Monthly Roundup: Keeping Our Lead After a Wild Ride
It was a busy month for the Portfolio with multiple buys and price target changes, as well as some sizable profit-taking along the way.
Sticking With This Amazon Price Target After ‘Compelling’ AI Capex Return
CEO Andy Jassy told investors that the big tech company expects revenue to outpace the capex growth.
We’re Boosting Our Amazon Price Target
Let’s discuss expanding AWS revenue, backlog and margins, and prospects for further shopping share gains.