Bessent Today, Warsh Friday: 8 Key Items Shaping the Stock Market Monday
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
We added to three holdings and laid out what we’re watching for several others.
VIDEO: Explaining Our Broadcom, Costco Moves
Plus, here’s what the retail split says about the U.S. consumer.
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.
2 Charts That Sum Up the Current State of Consumer
Comp sales data favor Costco, while TJX shares enter oversold territory.
Walmart Miss Sends a Message on Costco: 8 Key Items Shaping the Stock Market Thursday
Oil moving through the strait, $40 trillion in debt and other headlines moving the market this morning.
Costco’s Healthcare Move Turns Heads. We’re Buying These Pharma Stocks Instead.
Is pharma heating up? Let’s chart four sector names and… Costco?
Oil Back on the Rise, Along With Treasury Yields: 8 Key Items Shaping the Stock Market Tuesday
Nvidia backs OpenAI in Ohio, Costco pilots Medicare plans and other headlines moving the market this morning.
Anthropic Targets $200 Billion: 8 Key Items Shaping the Stock Market Monday
What’s next for the U.S. and Iran, S&P 500 targets, retail earnings and other headlines moving the market this morning.