Weekly Roundup: Maintaining Our Lead With a Telling Week Ahead
We exited one holding, and added to three others, upgrading one of them along the way.
Deep Dive into an August Employment Report That Blows Past Expectations
A thorough look at the latest labor data, which stunned with the biggest beat of the year.
Broadcom Update Keeps Eyes on the Prize
Multiple ramping programs underscore the company’s massive AI chip ramp.
After Planet Labs, Smith & Wesson Beats, I’m Gunning for a Sale…
But after I ring the register, I plan to follow up with this move.
Something’s Not Working Out
When’s the last time you got a call from the Bureau of Labor Statistics? Let’s look at employment and why I kinda agree more with Christopher Waller than Kevin Warsh right now….
Chart of the Day: Looking at Apple as a New Chapter Begins
A new era with John Ternus begins for the company.
How (and Why) I’m Powering Through This Tiny Trade
As we watch the market action after a Fed comment boosted morning trading, let me show you how I am actively trading a lower-priced spec name.
ISM Services PMI Points to Greater Inflation Pressure
Other August Service PMI data was good for GDP forecasts, but that wasn’t the case for job creation.
Costco’s August Sales Bring Many Reasons to Remain Bullish
Distinguishing between net sales and total sales points to August quarter upside.
Broadcom Shares Robust Multi-Year Outlook: 8 Key Items Shaping the Stock Market Thursday
Microsoft resentments, earnings from HPE, Snowflake and Ciena, plus other headlines moving the market this morning.