Sometimes Bad Is Good, and Sometimes Bad Is Bad
Let’s sort through what those Friday jobs numbers mean for rate-hike chatter, what’s happening (or not happening) on the Strait, and why Trump is in a tough spot.
Positive Price Action Smacks Into a Tough Calendar, Few Catalysts
The technical strength is impressive, but it requires a diet of positive news to sustain the momentum.
One-Size-Fits-All Might Work for Shirts. But Not for Trading
Let me tell you how to approach trading that actually works, and a secret about how under-the-radar small caps can become true winners — if you know what you’re doing.
We’re Tracking 28 Signals Across 10 of the Portfolio’s Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: A Hot Start to August as Portfolio Catches a Wave
We added three new holdings this week, diversifying our lineup, and locked in massive gains across three others.
Jobs Reports Goes Negative, Shifting Rate Cut Expectations
The decline in average earnings data supports our thinking on these three holdings.
Cloudflare’s Huge Endorsement: 8 Key Items Shaping the Stock Market Friday
The July Jobs Report, Homebuilder M&A, semi-cap lead times, and other headlines are moving stocks this morning.
The Goldilocks Traders
Will jobs be not too hot nor too cold? Is a palatable Iran deal on the table? And is the market charting out a rally? Let’s dig in.
Renewed U.S.-Iran Questions Weigh on Our New Homebuilding Position
Reports indicate the U.S. rejected limiting terms from Iran, lifting oil prices and Treasury yields.
Scrutinizing Management Comments From Neostellar Capital
With the shares likely rangebound near-term, here’s what’s on our radar screen for the BDC holding.