Two Biotechs I’m Buying Amid an Overbought Market
As retailers get hit and AI-plays bubble over, I’ve got my sights on these two promising biopharma stocks.
With September Cool Comes Three Big Concerns
I’m looking forward to a break from the heat, but not to these economic worries that could add to already poor seasonality.
VIDEO: Why We’re Questioning Home Depot’s Earnings Claims
Plus, connecting the July data for Housing Starts and Industrial Production to two Portfolio holdings.
Home Depot Stock Headed for Multi-Year High as Management Improves
The home improvement retailers appears to be headed in the right direction.
Oil Back on the Rise, Along With Treasury Yields: 8 Key Items Shaping the Stock Market Tuesday
Nvidia backs OpenAI in Ohio, Costco pilots Medicare plans and other headlines moving the market this morning.
Is Oil Telling Us Something?
As peace eludes and perils grow in Middle East, why hasn’t oil run wild … yet? Also, the ‘BUZZ’ on chips and trouble n China.
Anticipation of a Pullback Is Preventing … a Pullback
The bearish argument is logical, but price action refuses to confirm it. Here’s what could change things.
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.
Good News on Inflation Stops Working
Weak retail sales gapped the market up but it rolled over anyway.
I’m Ultra Cautious as Exposure’s at the Max, Retail Sales Loom, Iran Digs In
Here’s my game plan and take on the market action, incoming economic data, and volatile geopolitical scene.