Charting the S&P 500: Giving Bulls the Benefit of the Doubt
Events this week will skew markets up or down.
Everyone Already Knows Everything About Megacaps … But Not These Stocks
Stocks like Apple and Amazon are a like an open book everyone has already read. That’s why I get an edge researching this type of stock.
Weekly Roundup: Geopolitics Wins Out, But Portfolio Continues to Outperform
We added to three holdings and laid out what we’re watching for several others.
VIDEO: Explaining Our Broadcom, Costco Moves
Plus, here’s what the retail split says about the U.S. consumer.
Flash August PMI Data Contained Some Nice Surprises
Price pressures moderated, while employment rose sharply and order books increased.
We’re Scooping Up Shares of a Chip Company and a Well Positioned Retailer
And we’re still keeping some dry powder on hand as we assess other opportunities.
Broadcom Strikes Back: 8 Key Items Shaping the Stock Market Friday
Flash August PMI data, waiting for Bessent, Ross Stores, and other headlines are moving the market this morning.
Key Levels for 9 Holdings in a Stressed Market
Market conditions and cash on hand will dictate if and when we make any moves.
Chart of the Day: Meta’s Not Lookin’ So Hot
With an ugly court battle underway, let’s turn to the chart of Meta to see its story.
2 Charts That Sum Up the Current State of Consumer
Comp sales data favor Costco, while TJX shares enter oversold territory.