Snapshot of July 2026 Retailer Comp Sales Confirms Our Positioning
We let the math speak for itself and it shows which retailers are winning share and losing it.
We’re Scooping Up Shares of a Chip Company and a Well Positioned Retailer
And we’re still keeping some dry powder on hand as we assess other opportunities.
Broadcom Strikes Back: 8 Key Items Shaping the Stock Market Friday
Flash August PMI data, waiting for Bessent, Ross Stores, and other headlines are moving the market this morning.
Weekly Roundup: An Electric Week for the Market Was Also a Great One for the Portfolio
We added to one holding this week, and locked in outsized gains for two others.