My List of 12 Items Investors Should Watch Today
Here’s what I’m keeping a close eye on this morning — from Israel’s elections, to the Fed, to Meta and Treasuries.
Key Earnings See Negative Reactions as Rotation Hits a Bump in the Road
SpaceX spent more, Tesla spent less, and Meta proved its spending works. The market is selling all three.
Investors Face a Hidden Bear Market as We Head Into Earnings Season
Bank earnings and CPI this week will offer clues on how the gap between AI and everything else closes.
Is India’s Beaten-Down $315 Billion Sector Primed to Rebound?
We’ve seen good news for Indian equities, particularly IT providers. But with rates about to rise, here’s the smart course for playing any rebound.
Fed Not Alone as Asia Braces Itself for Higher Rates
What will the change in stance to a ‘hawkish hike’ by central banks around the world mean for equity markets?
I’m Building a Bigger Position in This Fast-Growing Energy Play
One of the favorite names on my shopping list, this is a way to own the fastest-growing oil and gas fields in the world.
Microsoft Sparks a Rally, Trump Promises Peace, Truth About Traders
Let’s find out if the relief rally can last, whether we can believe fighting will stop in Gaza … and … what I know about that footage of traders on the news.
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.
A Play on Oil Field Construction in the Middle East
Even if the Iran situation deteriorates further, this stock should benefit.