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.
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.
Alphabet Miss, Why Fed Shouldn’t Raise Rates, All Eyes on Amazon
Higher statistical growth coupled with accelerating statistical inflation seems like a good reason to raise rates. I’ll explain why it’s not.
Chart of the Day: Is This the Right Spot for Applied Materials?
Failure to break lower means the next move may be up.
Piling Up Cash as I Brace for the Storm
As we await the Anthropic IPO, the Fed and the possibility of renewed Iran fighting, I’m taking the path of Buffett.
As I Await Microsoft, Alphabet Earnings, Here’s What I’m Not Doing
No one has an edge in guessing how a stock will react to earnings. The edge comes from having a plan for every outcome.
What We’re Listening for on Waste Management’s Earnings Call
Higher fuel costs but also higher risk management costs weighed on the company’s bottom line.
My List of 12 Items Investors Should Watch Today
Here’s what I’m keeping a close eye on this morning — from Israel’s elections, to the Fed, to Meta and Treasuries.
‘The Great Pumpkin Trade’ Spices Up the Market
Let’s chart the market to see how this trade has the potential to absolutely roar into the holiday, and what could throw it off.
Chart of the Day: Waste Management Proves Garbage Is Hot
With earnings tonight, WM is right at all-time highs after a tremendous run up this month.