Why Now Is the Time for Us to Do Some Homework on SpaceX
Here are our thoughts on the market, our shopping list, Paccar, and a potential new name.
Stocks Tumble as Yields Surge
A jump in yields to fresh multi-year highs cascaded through markets Wednesday.
Pressures Mounting as Market Moves Toward Potential Seasonal Low
We’re staying on the sidelines until we have more clarity on several macro developments.
Wall Street Ups Price Targets on 3 Pro Holdings as Microsoft Gets an Upgrade
We’re adding this membership-driven company to our shopping list.
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.
Oil Ticks Lower, Steel Sends Warning: 8 Key Items Shaping the Stock Market Friday
Buffett steps down, the FCC and SpaceX’s Starlink Mobile and other headlines moving the market this morning.
26 Signals Across 9 Portfolio Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: A Good Week to Lose Less as Market Stumbles
During a week of outperformance vs. the S&P, we closed out one holding, locking in substantial gains that rebuilt our cash position.
August Monthly Roundup: Maintaining Our Lead Through the Ups and Downs
We initiated three positions, added to several others, and locked in massive gains along the way.