Brent topped $116 and stocks pulled back on fears of renewed U.S.-Iran hostilities after the midterm elections. For the week, small caps led with the Russell 2000 up 2% while the S&P 500 and Nasdaq slipped.
We added to six holdings, and upgraded and lifted a price target on another as favorable AI data conflicted with market emotion.
Improving membership benefits and driving cost out of the business remains a winning recipe.
The big credit card company now has a solid low in place.
SI will destroy and create major economic shifts. Let’s discuss the emerging investment opportunities.
We’re adding this membership-driven company to our shopping list.
The financial services firm announced a major crypto agreement with Mastercard.
OPEC+ meeting expectations, politician Warsh and other headlines are moving stocks this morning.
Semiconductor stocks are selling off hard, a scary picture in a key week for earnings. But is the ‘China factor’ really to blame?
Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?
