A New Hope for Iran Deal? My Advice for the Fed; Where’s the Nvidia Party?
Hope again on Iran? We’ll see. Also, Nvidia shows up but not the market; SpaceX reveals ticker; and what I’d tell the Fed.
Market Horrors: Nasty Tuesday Trading, Scary May Prices, Threatening Trump
Let’s check the nastiest day of the 3-day selloff, May inflation outlook, Trump’s Iran threats and … Nvidia earnings.
Trump on Warsh’s Independence and Potential Iran Timing
Uncertainty remains in play and that is likely to spur our portfolio discipline.
A Challenge to Nvidia? 8 Key Items Shaping the Stock Market Tuesday
Iran stalemate, Home Depot’s cautious words, Google & Blackstone, AI layoffs, and other headlines moving stocks this morning.
The Déjà Vu Trade, Memory Stocks Lapse, Cybersecurity Surge
Markets move yet again on Trump’s words on Iran, my plan as storage stocks stumble, and what I’m eyeing on the S&P’s chart.
Kevin Warsh Might Want to Study This Mike Tyson Quote
As Warsh steps into the ring as Fed chair, he’ll have to dodge punches from economy, war on Iran and possibly the president.
Market to Give Back Gains After Iran Setback: 8 Key Items Shaping the Stock Market Monday
Plus, Anthropic’s briefing, Next Era & Dominion Energy, SpaceX timing and other headlines moving stocks this morning.
Stalemate at the Strait, China Stumbles, SpaceX Countdown Begins
Tough talk heats up in war on Iran, China economy shows trouble, SpaceX could go public soon at out-of-this-world valuation.
Attention Shifts Back to Iran: 8 Key Items Shaping the Stock Market Friday
Oil and the dollar climb, lackluster Trump-Xi summit wins and other headlines moving stocks this morning.
Don’t Let Bulls, Bears and Bubbles Distract You From Smart Trading
I’m not bearish, bullish, or fighting bubbles. I’m simply adjusting my positioning.