A Ceasefire With Lots of Fire; OECD’s Dire Warning, Another Tariff Try
Let’s check the latest from Iran, the OECD’s dire forecast, another round of tariffs … and my Marvell miss.
A Feast or Famine Market, Bordering on Gluttony
Pockets of frothy action, covering up broad weakness, leave investors in a ‘tricky spot.’
Jensen Huang Blesses Marvell: 8 Key Items Shaping the Stock Market Tuesday
Lebanon’s ceasefire, HPE earnings, Google’s capital raise, and other headlines are moving stocks this morning.
Iran Walks? U.S. Manufacturing Up; Meet the $3.5 Trillion IPO Club!
Let’s check latest in Iran talks as deal appears to stall; manufacturing’s apparent comeback, and sort through the mega IPOs.
AI Trade Sees Remarkable Rotation as Market Concerns Grow
I’m buying two promising biotech names as the market grows more nervous.
2 Stocks on Our Radar as Iran Halts Talks and Inflation Pressures Continue
Let’s discuss the latest out of the Middle East and break down May Manufacturing PMI.
Energy Costs Will Be ‘Higher for Longer’ With Iran Resolution in Doubt
The “quick” return to “normal” is a myth. Even if there’s resolution soon, the damage will impact affordability.
Explosive Ceasefire, Nvidia Shows ‘Spark’, Dimon Eyes Exuberance
U.S. and Iran trade fire over the weekend, Nvidia unveils a new super chip, and Jamie Dimon says exuberance ain’t so bad …
4 Critical Catalysts Are Lining Up to Hit the Market
As AI drives the market to new highs, several issues could deliver a rush for the exits.
Could We Be Near a Top for 2026?
The SpaceX IPO and an Iran deal could be ‘buy the rumor, sell the news’ events that mark the top of the market for the year.