Margin Pressures and Higher Interest Rates Offset Good Earnings Reports
The market remains under pressure as it awaits significant employment news.
New Dell Price Target After Earnings Crush Wall Street
The technology firm posted video game revenue numbers as it blew analysts away.
Dell’s Big AI Boost: 8 Key Items Shaping the Stock Market Wednesday
U.S-Iran fighting escalates, but oil prices dip, ADP’s August jobs figure issues, plus other headlines moving the market this morning.
A Global Bond Rout and a Third Central Bank Turns Hawkish
The market is under severe pressure as oil remains elevated and yields are rising everywhere at once.
Bond Yields Make for a Not So Nice Start to September: 8 Key Items Shaping the Stock Market Tuesday
S&P 500 levels to watch, August PMI on deck, Apple’s new sheriff is in town, and other headlines moving the market this morning.
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.
The Week Ahead: Constructive, but Less Forgiving
A look at the upcoming week for the U.S. economy and equities — covering key drivers including earnings, positioning, breadth, valuations, sentiment, seasonality, and the Fed.
Fighting Flares Up Again in Iran, Warsh Turns Hawkish, Treasury Yields Climb
The U.S. hits Iran over the weekend in renewed fighting and Fed chair vows to go after inflation; also, let’s check the week ahead.
We’re Playing the Long Game With This Portfolio Position
An October Investor Day should bring more clarity on longer-term opportunities.
New Nvidia Price Target After ‘Compelling’ Data on AI Infrastructure Complex
Here’s where would we add more NVDA shares.