The Market Got What It Wanted. So Why Did Nobody Care?
Here’s what it means when a rate-friendly session fails to attract buying. Plus, Dick’s results raise a familiar question..
3 Factors Align for Bounce Action, but Don’t Be Too Trusting
Nvidia is finally bouncing after six straight down sessions.
Can Nvidia Fix the Interest Rate Problem?
Buckle up, Nvidia earnings and the Jackson Hole Economic meeting hit the market this week.
Charting the S&P 500: Giving Bulls the Benefit of the Doubt
Events this week will skew markets up or down.
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.
2 Charts That Sum Up the Current State of Consumer
Comp sales data favor Costco, while TJX shares enter oversold territory.
Weekly Roundup: An Electric Week for the Market Was Also a Great One for the Portfolio
We added to one holding this week, and locked in outsized gains for two others.
Anthropic Targets $2 Trillion Record IPO: 8 Key Items Shaping the Stock Market Thursday
Cisco and Cerebras shares fall, Lenovo’s server demand soars and other headlines moving the market today.
AI Trade Looks Pretty Smart, For Now
CoreWeave’s earnings blow away expectations and FoxConn looks pretty sharp. Let’s see what these could say about the overall state of the AI trade.
Weekly Roundup: A Hot Start to August as Portfolio Catches a Wave
We added three new holdings this week, diversifying our lineup, and locked in massive gains across three others.