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.
Tweet of the Day
As you read the below keep in mind that this is as of May, then think about where mortgage rates, inflation, and disposable income have gone since then. And people are surprised that August Existing Home Sales came in below the market consensus…
I see it as more support for the Portfolio’s decision to exit our position in Builders FirstSource ($BLDR) earlier this month.
Position: None
Treasury’s Big Move Leaves the Market Unimpressed
Rate-hike expectations are inching higher ahead of the August CPI and PPI data.
Canada Fires Back, Oil Nears $100: 8 Key Items Shaping the Stock Market Tuesday
Apple’s foldable iPhone, inflation expectations, Anthropic’s S-1, and other headlines are moving the market this morning.
Weekly Roundup: Maintaining Our Lead With a Telling Week Ahead
We exited one holding, and added to three others, upgrading one of them along the way.
Latest Manufacturing Data Offers Insight for 2 Holdings
Takeaways support our decision to exit the shares of Builders FirstSource.
We’re Exiting This Position. Here’s Why.
Back into the Bullpen it goes. Here are the conditions that could bring this name back to the Portfolio.
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.
VIDEO: Looming Updates That Could Move 3 Key Positions
The reason why we’re focused on this week’s inflation and wage growth data.
Our Game Plan for This Housing Play
The data landscape has shifted but developments this week could render a decision.