Sharp Fall in Housing Starts Confirms Our View on Homebuilding Stocks
Digging into the latest data around the housing market.
Chart of the Day: Boeing’s Ready to Take Flight
Momentum on the chart is starting to turn bullish for this aerospace and defense stock.
SanDisk Hits Magic Number; Semis Surge; Marvell, Micron Jump
How should we approach SanDisk now that it hit our price target? Also, let’s chart the market to see if it’s our ‘cup’ of tea….
Amex Makes Another Move to Expand Member Benefits
Here’s the real reason, though, why the shares are rising.
A Market Verging on the Absurd
As an Iran deal has landed (for real this time?) and SpaceX has taken off to a wild valuation, here’s my take on the market now.
Latest Manufacturing Data Shows Acceleration That Can Boost 2 New Holdings
After adding our two newest positions, let’s discuss some key data we’ll be following.
A Peace Deal in Iran: 8 Key Items Shaping the Stock Market Monday
Kevin Warsh’s Fed debut, Fox snaps up Roku and other headlines are moving stocks this morning.
Peace Sells … And the Markets Are Buying It
Stocks in Asia and Europe get boost as markets appear to believe the Iran peace agreement. Also, let’s check the S&P’s chart and the week ahead.
Tracking 26 Signals Across 11 of Our Portfolio Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.