Hot CPI Shakes Leaders and That’s What the Market Needed
Stocks were slammed after a hot core CPI report, but bonds rallied and biotech rose.
Fed’s Beige Book Sees Inflation Pressures Rise But Growth Moderates
The October edition provides hawks a lot more to work with than August did.
Big Netflix Cut Reaffirms Our Growing Concerns
Layoff news is overshadowing more worrisome churn data from Apptopia.
Our Plan for Big Bank Shares Hinges on 2 Things
Morgan Stanley delivers on wealth and equities, while Bank of America absorbs a $1.2 billion penalty.
Chart of the Day: Robotics ETF Lands on Strong Support
The 200-day moving average has been a previous level for a good bounce.
VIDEO: Navigating Sticky Inflation Without Losing Sight of the AI Opportunity
Inflation is heading up again. Here’s what investors should focus on next.
Reacting to Earnings From Our 2 Big Bank Holdings
More to come after the earnings call and what it reveals about investment banking prospects.
The Hot CPI Report May Be the Medicine the Market Needed
A warm inflation number lets the market price in the worst case for the Fed, and biotech is already acting like it has washed out. Here’s my plan.
New Apple Price Target as HomeView Comes Into View
Apple’s HomeView will generate fresh streams of services revenue. Meanwhile, residential security stocks have plummeted.
CPI Report Confirms Our Suspicions
Our plan is to sit on the sidelines as the market misjudges another inflation report.