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.