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.
Oil Falls, Jobs Miss and Yields Slip: 8 Key Items Shaping the Stock Market Friday
Anthropic’s IPO timing, Boeing averts strike and other headlines moving the market this morning.
Diesel Dilemma, Betting on Banks, Storm Clouds Over Iran?
Let’s check on calls to release diesel reserves, the buildup of troops in the Middle East, crude prices and … why the banks could rally.
Meta Targets Small Business With Muse: 8 Key Items Shaping the Stock Market Tuesday
OpenAI’s DevDay, Oura postpones IPO, Boeing’s 737 MAX 10 delay, and other headlines moving the market this morning.
Financials Flounder
Big banks like Wells Fargo, Bank of America, and JPMorgan Chase slid on Tuesday as did financial services ETFs. Let’s see what’s going on.
The Weakest Week of the Year Meets an Iran Bounce and Hawkish Fed
Bitcoin is sharply higher as a hedge against a weakening dollar.
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.
Not Everything Is Coming Up Roses
* The kind of stuff that doesn’t fit the bulls’ narratives…
The bank bulls never talk about unrealized securities losses from rising bond yields (and lower prices).
As an example, and by my last count… Bank of America ($BAC) has about $91 billion of unrealized losses in its securities portfolio account.
Position: None
Airlines Increase Ticket Prices Amid Fuel Surge: 8 Key Items Shaping the Stock Market Thursday
Boeing CEO on production ramp, CruxAI funding and other headlines moving the market this morning.
Will the World’s Most Successful Stock List U.S. Shares?
This Japanese chipmaker, which has produced world-leading stock performance since its debut in late 2024, would be following the example of Hynix in seeking a U.S. listing.