Selling Palantir at a Big Profit to Increase Our Cash on Hand
The risk to reward tradeoff leads to us to downgrade our rating as well.
China and Iran Push Back on Bessent: 8 Key Items Shaping the Stock Market Tuesday
Boeing’s big win, IPO activity ahead, single-stock ETFs and other headlines moving the market this morning.
Economic Pain Planned for Iran, Sandisk Slips, Charting a Bit of Bearishness
Let’s take a deep dive into the U.S.’ latest strategy for the war on Iran, check the semiconductor action and chart the market.
We’re Tracking 23 New Signals Across Our Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Chart of the Day: Shhhh… Alphabet Is Taking a Nap
There’s plenty of news surrounding Google but price has not been anything serious.
With September Cool Comes Three Big Concerns
I’m looking forward to a break from the heat, but not to these economic worries that could add to already poor seasonality.
What’s Our Potential Pick-Up Point for Boeing?
Here are our thoughts on BA shares as Trump bumps up Canadian tariff prospects, raising uncertainty and potential inflation.
I Just Added This Stock to My Shopping List Amid Sluggish Market Action
With poor seasonality and bond worries weighing on stocks, the job is to protect capital and build a shopping list.
Iran Put on Notice, Partners Warned; How to Corral the Yield Curve
Trump vows economic pain for Iran; my colleague has an intriguing (and smart) economic plan; bracing for the week ahead.
Bessent Today, Warsh Friday: 8 Key Items Shaping the Stock Market Monday
Nvidia’s price increase, Trump and Canada, and other headlines are moving the market this morning.