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Tag: BLDR

Canada Fires Back, Oil Nears $100: 8 Key Items Shaping the Stock Market Tuesday

Avatar photo Chris Versace on September 8, 2026

Canadian Prime Minister Mark Carney

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

Avatar photo Chris Versace on September 4, 2026

We exited one holding, and added to three others, upgrading one of them along the way.

Latest Manufacturing Data Offers Insight for 2 Holdings

Avatar photo Chris Versace on September 1, 2026

Manufacturing PMI

Takeaways support our decision to exit the shares of Builders FirstSource.

We’re Exiting This Position. Here’s Why.

Avatar photo Chris Versace on September 1, 2026

Exit

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

Avatar photo Chris Versace on August 31, 2026

Up and Down

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

Avatar photo Chris Versace on August 31, 2026

The reason why we’re focused on this week’s inflation and wage growth data.

Our Game Plan for This Housing Play 

Avatar photo Chris Versace on August 31, 2026

BLDR

The data landscape has shifted but developments this week could render a decision.

We’re Tracking 23 New Signals Across Our Investing Themes

Avatar photo Chris Versace on August 24, 2026

Inflation, Higher Prices

Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.

Bessent Today, Warsh Friday: 8 Key Items Shaping the Stock Market Monday

Avatar photo Chris Versace on August 24, 2026

Nvidia’s price increase, Trump and Canada, and other headlines are moving the market this morning.

Weekly Roundup: Geopolitics Wins Out, But Portfolio Continues to Outperform

Avatar photo Chris Versace on August 21, 2026

Stratego

We added to three holdings and laid out what we’re watching for several others.

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