‘Strait’ of Confusion, Black Eye for Bezos’ Blue Origin, Sell … in May?
Iran deal is reportedly near, again …; Blue Origin proves ‘rockets are hard’ and remember what the say about May? Well…
Consumers Wrestle With Inflation as the AI Economy Booms
Dell is flying on AI demand while Costco struggles with high oil prices.
Stocks & Markets Podcast: Is The SpaceX IPO a Search for More Money?
SpaceX founder Elon Musk is a fan of the movie Spaceballs. So, as SpaceX, the sequel to Tesla prepares to IPO, we ask whether this is a search for more money?
The Bulls Are in Charge, but 3 Negative Catalysts Loom
Investors must stay vigilant with these macro headwinds coming in.
Drone Chatter Lifts This Portfolio Holding
We like the company’s positioning and its potential to be another leg to the story.
World-Leading Stock Rally Gets Pension Fund Support
Here’s how the National Pension Service in Korea is changing its allocation to Wall Street assets and domestic stocks.
Thanks for Nothing, Wall Street: Let It Snow or Let It Go?
Snowflake pops on $6 billion Amazon news and a likely squeeze. Here’s how I’m playing it.
2 Drone Plays to Buy as Market Revolves Around Iran Deal
I’m focusing on the drone sector and added this drone battery play.
New Price Target for This AI and Networking Chip Holding
We’re also lifting our checkpoint level and identifying a potential pick-up point.
Selling Rocket Lab After Setting a New Price Target
After trying to sell the aerospace name on Wednesday I will try again.