Canada Fires Back, Oil Nears $100: 8 Key Items Shaping the Stock Market Tuesday
Apple’s foldable iPhone, inflation expectations, Anthropic’s S-1, and other headlines are moving the market this morning.
Margin Pressures and Higher Interest Rates Offset Good Earnings Reports
The market remains under pressure as it awaits significant employment news.
The Market Keeps Changing Horses. Will ‘Ordinary’ Become the New Opportunity?
From AI to quantum computing to rocket stocks, what’s the next thing for the trend followers? Maybe it’s hiding in plain sight.
Dell’s Big AI Boost: 8 Key Items Shaping the Stock Market Wednesday
U.S-Iran fighting escalates, but oil prices dip, ADP’s August jobs figure issues, plus other headlines moving the market this morning.
We’re Playing the Long Game With This Portfolio Position
An October Investor Day should bring more clarity on longer-term opportunities.
Updating My Shopping List as We Await Warsh at Jackson Hole
Chips and software rally while the rest of the market struggles.
Nvidia’s Report Is Great for Nvidia, but It’s Complicated for Everyone Else
Robust demand for Nvidia products continues, but someone is paying a hefty price.
Nvidia Lets the AI Trade Roll, CIA in Moscow, Warsh’s Backyard BBQ
Nvidia’s results beat Wall Street expectations by a mile, signaling the AI trade is alive and well.
Big Software Stocks Are Languishing, But These 2 Disruptors Are on a Tear
I’m opening small positions in these names that are turning the software sector on its head.
Bessent Today, Warsh Friday: 8 Key Items Shaping the Stock Market Monday
Nvidia’s price increase, Trump and Canada, and other headlines are moving the market this morning.