Setting the Stage for Stagflation?
Let’s look at ‘higher for longer’ fuel prices, the Iran conflict and what I’m cautious right now.
Treasury’s Big Move Leaves the Market Unimpressed
Rate-hike expectations are inching higher ahead of the August CPI and PPI data.
Oil Tops $100 Per Barrel, Mortgage Rates Hit 14-Month High: 8 Key Items Shaping the Stock Market Wednesday
ECB rate hike prospects, OpenAI expands with Samsung, Apple’s big event and other headlines moving the market this morning.
Is the ‘House’ on Solid Ground?
I saw a bit of myself in Sec. Scott Bessent’s ‘I am the house’ talk, and I didn’t like it. Let’s look a the yen, trade war with Canada, out of control AI.
VIDEO: From Apple’s Foldable iPhone to Fed Rate-Hike Odds: 5 Things Investors Need to Watch This Week
What we’ll be following as investor conference season heats up.
Why This One Thing Has the Biggest Impact on the Long End of Yields
Let’s take a deep dive into bonds and yields, what’s key to watch; also here’s my playbook right now.
Why I’m Holding My Nose and Picking Up Some Peloton
This stock stinks, but guess what’s looking strong? Also, let’s see some recent trades and news in the $10K Portfolio.
A Chill Blows Through Wall Street
Summer fun has ended as we enter a seasonally tough month, a potentially volatile October, uncertainty in Iran, and an escalating trade fight with Canada.
Why I Am Always a Market Optimist, Even in Tough Times
It is unrealistic to expect the market to go straight up, so why invest that way?
We’re Tracking 28 Signals Across 8 of the Portfolio’s Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.