Trump TACOs Seem to Be Getting a Bit Stale
Despite another Trump delay following tough talk on Iran, oil and bond action presents significant headwinds.
Kevin Warsh Might Want to Study This Mike Tyson Quote
As Warsh steps into the ring as Fed chair, he’ll have to dodge punches from economy, war on Iran and possibly the president.
Stalemate at the Strait, China Stumbles, SpaceX Countdown Begins
Tough talk heats up in war on Iran, China economy shows trouble, SpaceX could go public soon at out-of-this-world valuation.
Markets Close With a Warning Sign That Shouldn’t Be Ignored
The S&P 500 closed at the lows of the day for the first time since March.
Half of Stocks Now Trading Under Key Average
It was another positive day with broader action but most of the market isn’t participating.
Pockets of Momentum Endure as Traders Lean into Risk
I’m looking for hidden gems like this cancer treatment play following earnings.
Tracking 25 Signals Across 9 of Our Investing Themes
Let’s check on the stories that speak to our Pro Portfolio investing themes.
Congrats, Class of 2026. Your Timing is Terrible. Mine Was, Too.
The class of 2026 is graduating into an awful economy. My own story shows that there is hope.