We’re Tracking 29 Signals Across 9 Portfolio’s Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Big Names Struggle as the Equal-Weight S&P 500 Breaks Out
Money rotated into smaller stocks and drove a breakout for the S&P 500 Equal Weight Index.
Inside the Last-Minute Samsung Deal That’s Boosting Shares
The South Korean government directly intervened to push Samsung Electronics to strike a deal.
My Market Roadmap as Nvidia, Walmart Add Pressure
My goal is to develop a framework of possible outcomes and then create a strategy and tactics to profit from whatever happens.
Nvidia Beats But the Market Yawns
This is what corrective bounces look like inside a wave of volatility when we are near a potential turning point.
Dip Buyers Can’t Stave Off Ugly Finish as Stocks Head for Disappointment
Both retail and institutions sold off as the market heads into two key events that are likely to produce bounces.
Samsung’s Looming Labor Strife Could Reverse Semiconductor Surge
Will Samsung Electronics workers walk off the job? And how can U.S. investors access the Korean chip sector, which has made Seoul stocks the world’s best performers?
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.
This Market Can’t Keep Pricing in Good News as China, Iran Updates Disappoint
The market cannot continue to be surprising by semiconductor earnings.
We’re Tracking 28 Signals Across 9 Pro Portfolio Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.