Will August CPI Give the Fed Breathing Room?: 8 Key Items Shaping the Stock Market Friday
Oracle’s big AI backlog, Microsoft’s multi-year data center plans, and other headlines are moving the market this morning.
A Day I Wish I Could Forget
It’s been twenty-five years since 9/11, but that doesn’t make it any easier thinking about that painful day.
Oil and Yields Drive Equity Losses for a Fourth Session
Another leg higher in oil, on top of a firm inflation backdrop, lifted Treasury yields to multi-year highs, hardening Fed rate-hike bets into next week’s meeting, and driving a fourth straight day of equity losses.
A Chill Blows Through Wall Street
Summer fun has ended as we enter a seasonally tough month, a potentially volatile October, uncertainty in Iran, and an escalating trade fight with Canada.
Weekly Roundup: Maintaining Our Lead With a Telling Week Ahead
We exited one holding, and added to three others, upgrading one of them along the way.
Nvidia Surprises in Return to China: 8 Key Items Shaping the Stock Market Wednesday
Trump and Canada talk tariff deal, Venezuela oil production and other headlines moving the market this morning.
An Attractive Bet on an Ugly Duckling
Here is how I took a small stake in a name with ‘a lot of warts.’
Kroger Sends Inflation Message as Gas Prices Begin to Come Down
The grocery giant spoke to some key investing themes in its latest comments.
U.S. and Iran Sign MOU: 8 Key Items Shaping the Stock Market Thursday
Triple witching, Apple to boost prices and other headlines are moving stocks this morning.
Peace Sells … And the Markets Are Buying It
Stocks in Asia and Europe get boost as markets appear to believe the Iran peace agreement. Also, let’s check the S&P’s chart and the week ahead.