Weekly Roundup: Oil, Yields and AI Jitters Make for a Choppy Climb
We added to one holding while our concern for higher energy prices starts to play out.
VIDEO: Rates vs AI Earnings Becomes Market’s Next Big Test
Waller’s rate-hike warning, PepsiCo’s outlook cut and TSMC’s 54% surge.
Picking Up More Shares of This Holding After Multiple Wins
Multiyear future contracted bookings mean using PEG ratio valuation, not a simple P/E metric.
Chart of the Day: Keep a Close Eye on Axon
The stock is back in familiar territory, where dip buyers got very aggressive. Here’s what to watch now.
This Holding Will Benefit From a U.S. Army Update, But There Is an Even Bigger Market Opportunity Ahead
The U.S. Army is testing for drug cartels, but other applications bring another tailwind for Axon.
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.
Putting Capital to Work Following Wednesday’s Economic Data
We’re making small buys on four holdings, and watching these other two closely.
About That Apple-Qualcomm News: 8 Key Items Shaping the Stock Market Thursday
Following up on Meta’s Connect event, U.S. and China kick the can and other headlines moving the market this morning.
Weekly Roundup: September Is Living Up to Its Reputation
During the week of challenging developments, we refreshed out shopping list, exited one holding and added to four others.
A Hawkish Fed Does Little To Soothe Markets
The S&P 500 falls for the 7th time in 8 sessions straining against key downside levels as a more hawkish than expected Fed does little to soften expectations for higher volatility in stock and bond markets.