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Iran Put on Notice, Partners Warned; How to Corral the Yield Curve

Avatar photo Stephen Guilfoyle on August 24, 2026

Trump vows economic pain for Iran; my colleague has an intriguing (and smart) economic plan; bracing for the week ahead.

VIX Warned of SOX Fall. What’s Next?

Avatar photo Helene Meisler on June 7, 2026

The data and statistics say we should see more corrective action, but we also got one or two extremes from Friday’s action.

Weekly Roundup: How We’re Navigating the Fed’s Hawkish Pivot and Iran Risk

Avatar photo Chris Versace on June 5, 2026

Navigating the market

We locked in big gains, raised a few price targets, and extended our lead over the S&P 500 this week.

Jensen Huang Blesses Marvell: 8 Key Items Shaping the Stock Market Tuesday

Avatar photo Chris Versace on June 2, 2026

Marvell (MRVL)

Lebanon’s ceasefire, HPE earnings, Google’s capital raise, and other headlines are moving stocks this morning.

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