September Monthly Roundup: 5 Focus Areas as Portfolio Keeps Its YTD Lead
We raised cash early, put some back to work late in the month, locked in gains on Meta and kicked off our quarterly EPS All-Stars reconstitution.
Slower Wage Growth vs. Inflation Keeps Us Bullish on These Holdings
Inflation picked up in the Services sector, but so did overall activity.
Trade Like a Young Warren Buffett, Not Like Berkshire
As a trader, Buffett could spot gaps between price and value that the market was missing. And then his billions got in the way.
Another Overhang Removed for Boeing
FAA says Boeing 737 Max software glitch is not a flight-safety issue.
Taking Stock of the Weakness in Seagate Technology
We’ll follow the EPS All-Stars rules and regulations, but here is what others are saying.
Those Jobs Numbers? Looks Like the Joke’s on Us.
We got disappointing data and big revisions. But can we take any of it seriously?
Oil Falls, Jobs Miss and Yields Slip: 8 Key Items Shaping the Stock Market Friday
Anthropic’s IPO timing, Boeing averts strike and other headlines moving the market this morning.
Diesel Dilemma, Betting on Banks, Storm Clouds Over Iran?
Let’s check on calls to release diesel reserves, the buildup of troops in the Middle East, crude prices and … why the banks could rally.
Doug Kass: Now’s Best Time Ever for Pot
News of a ‘stay’ in the cannabis hearing has created an exceptional entry point.
Chart of the Day: WTI Crude Remains in a Violent Uptrend
If the war does not end soon crude will likely make a run to those spring highs.