VIDEO: Palantir Upgrade Draws Connection to Nvidia Valuation
Plus, the market is starting to re-think the number of Fed rate hikes ahead.
Weekly Roundup: What We’re Watching as Markets Get Jiggy
We locked in massive gains on two positions and added to two beaten-down holdings.
Back-to-Back Wins for Boeing Add to Our Bullish Outlook
Here’s the next catalyst we’re watching for the shares.
May Durable Orders Bring Confirming Data for Our 2 Newest Holdings
Rising shipments point to tightening truck capacity, while nondefense aircraft shipments climb.
Micron’s Mega Move; Banks’ Clean Bill of Health; Wendy’s … Wow!
Micron blows away expectations, boosting storage trade; banks pass stress test, Lockheed locks up defense deal and, wow, Wendy’s!
Weekly Roundup: Peace Deal, Warsh Arrives, and the Portfolio Moves Ahead
We closed three positions, began a new one, and added to two others. Plus, we look ahead to the potentially most impactful earnings report next week.
We’re Unwinding Our Hedging Positions, Adding to Two Others
Catalysts behind the Portfolio’s inverse ETF positions continue to fall to the wayside.
U.S. and Iran Sign MOU: 8 Key Items Shaping the Stock Market Thursday
Triple witching, Apple to boost prices and other headlines are moving stocks this morning.
Chart of the Day: Boeing’s Ready to Take Flight
Momentum on the chart is starting to turn bullish for this aerospace and defense stock.
Latest Manufacturing Data Shows Acceleration That Can Boost 2 New Holdings
After adding our two newest positions, let’s discuss some key data we’ll be following.