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May Retail Sales Offer Positives for Multiple Holdings — and Especially One

Avatar photo Chris Versace on June 17, 2026

retail sales, consumer

Let’s break down May retail sales report and its implications for the economy and the Pro Portfolio.

Here Come the MANGOS: 8 Key Items Shaping the Stock Market Wednesday

Avatar photo Chris Versace on June 17, 2026

The Anthropic logo

U.S.-Iran peace draft, dollar strength, falling oil, Warsh’s debut, and other headlines are moving stocks this morning.

People Are Worried About the SOX. The Transports Might Be the Bigger Worry.

Avatar photo Helene Meisler on June 16, 2026

NYSE trader

The SOX are tracing out a possible double top. Or a pennant. We don’t know yet. But Transports are following oil, which is down.

Amex Makes Another Move to Expand Member Benefits

Avatar photo Chris Versace on June 15, 2026

Amex

Here’s the real reason, though, why the shares are rising.

Weekly Roundup: Portfolio Maintains Lead as Select Holdings Do the Heavy Lifting

Avatar photo Chris Versace on June 12, 2026

NYSE traders

We added to three holdings and started a new position during a roller-coaster week for the market.

A Big Rally Thursday. How Did Sentiment Change?

Avatar photo Helene Meisler on June 11, 2026

A big down day yesterday, followed by a rally today. Let’s check in to see how investors are feeling.

May Monthly Roundup: Sell in May? No Way!

Avatar photo Chris Versace on May 29, 2026

NYSE traders

We put capital to work in several holdings, booked massive gains on two others, and added a new candidate to the Bullpen.

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