Chart of the Day: Is Our Homebuilder Play at the Bottom?
We think the stock is washed out here and is ready to start moving higher.
We’re Tracking 28 Signals Across 10 of the Portfolio’s Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: A Hot Start to August as Portfolio Catches a Wave
We added three new holdings this week, diversifying our lineup, and locked in massive gains across three others.
Jobs Reports Goes Negative, Shifting Rate Cut Expectations
The decline in average earnings data supports our thinking on these three holdings.
Cloudflare’s Huge Endorsement: 8 Key Items Shaping the Stock Market Friday
The July Jobs Report, Homebuilder M&A, semi-cap lead times, and other headlines are moving stocks this morning.
Renewed U.S.-Iran Questions Weigh on Our New Homebuilding Position
Reports indicate the U.S. rejected limiting terms from Iran, lifting oil prices and Treasury yields.
We’re Shaking Up the Bullpen With 4 Additions and 4 Removals
As we look ahead, it’s time to freshen things up.
We’re Calling Up a Housing Play From the Bullpen
These factors will determine the duration of the Portfolio’s position the shares.
Microsoft Pushes Higher: 8 Key Items Shaping the Stock Market Thursday
OPEC+ meeting expectations, politician Warsh and other headlines are moving stocks this morning.