Cool CPI, Sharp Warsh, Booming Banks
Let’s check on inflation, what Fed Chief Warsh told lawmakers, the banks and my latest take on the chart.
Digging Into Comments from IBM and JPMorgan Chase
What we find is supportive of AI adoption and usage, and several Portfolio holdings.
Chart of the Day: ‘All-Star’ Gets Caught Up in Sector Selling Storm
A recent pullback takes the stock below some key support.
Holding My Nose and Taking a Quantum Leap of Faith on IBM
It’s looking ugly out there for ‘Big Blue,’ but here’s why I’m not ready to bail just yet.
Stocks & Markets Podcast: Regenerative Medicine’s Next Leap with Conexeu Sciences CEO
Leveraging wound care to tackle the much larger aesthetics market.
IBM and the Market’s Mood: 8 Key Items Shaping the Stock Market Tuesday
Trump says we’re back at war, June CPI and Warsh on deck, bank earnings, and other headlines are moving stocks this morning.
JPMorgan Lifts Price Targets for 2 Portfolio Holdings as Iran Tensions Rise
Here are the upcoming reporting dates for the Portfolio’s holdings.
AI Hype Is Obscuring Some Pretty Dire Warning Signs
Small business bankruptcy filings are spiking, more cracks are forming in the housing market … and eventually something’s gotta give.
VIDEO: Our Roadmap for Big Bank Earnings
Plus, June inflation data and Taiwan Semi’s outlook for H2 2026.
Strait Traffic Falls to Multi-Week Low: 8 Key Items Shaping the Stock Market Monday
Plus, TSM’s big June revenue, SK Hynix falls, Apple fights OpenAI and other headlines moving stocks this morning.