Weekly Roundup: Waiting for the Market to Show Its Hand
During a volatile week, we updated the Portfolio’s shopping list, and locked in a sizable tech gain.
Why Now Is the Time for Us to Do Some Homework on SpaceX
Here are our thoughts on the market, our shopping list, Paccar, and a potential new name.
Darden Restaurants Defends One of the Worst Balance Sheets I’ve Ever Seen
The restaurant group’s president and CEO offered a forward-looking message after earnings.
About That Apple-Qualcomm News: 8 Key Items Shaping the Stock Market Thursday
Following up on Meta’s Connect event, U.S. and China kick the can and other headlines moving the market this morning.
Anatomy of a Bond Market Selloff
Let’s break down what’s happening with bonds and how things unfolded Wednesday. Plus, two items from the ‘What the Heck’ department.
Stocks Tumble as Yields Surge
A jump in yields to fresh multi-year highs cascaded through markets Wednesday.
Call Me Foolish, But I See Some Potential Market Catalysts Emerging
Ahead of a big China meeting, and what could be a meeting with Iran’s leadership, let’s see why clouds appear to be parting over Wall St.
Tech Leads In A Narrow Market
Tech stocks did the heavy lifting as rising yields and the first factory-output drop of the year keep the rest of the market on its heels
Weekly Roundup: September Is Living Up to Its Reputation
During the week of challenging developments, we refreshed out shopping list, exited one holding and added to four others.
Oil Falls to Pre-War Levels: 8 Key Items Shaping the Stock Market Thursday
Micron’s blowout earnings, May PCE, Bank dividend announcements, and other headlines are moving stocks this morning.