Moderna Leads the Charge as Pharma ETF Hits All-Time High
Tempus AI and Merck are key contributors to Moderna’s success.
Scott Bessent’s Surprise Bond Move Helped, But Moderna Does the Heavy Lifting
The indices held up on one biotech breakthrough while the Nasdaq lost ground.
Costco’s Healthcare Move Turns Heads. We’re Buying These Pharma Stocks Instead.
Is pharma heating up? Let’s chart four sector names and… Costco?
The Semis Did What They Were Supposed To. While Bonds Did Not.
On a weak day in the market, the semis rally while the others dive.
Weekly Roundup: A Hot Start to August as Portfolio Catches a Wave
We added three new holdings this week, diversifying our lineup, and locked in massive gains across three others.
We’re Initiating New Positions in 2 ETFs
Following our cybersecurity strategy, we’re bringing new end-market exposures to the Portfolio.
Palantir and Onsemi Calm AI Concerns: 8 Key Items Shaping the Stock Market Tuesday
What to watch with SpaceX earnings, U.S munition pain point, Duke Energy’s capital plan, and other headlines are moving stocks this morning.
Why You Should Think Twice About That 12% ETF Yield
A 12% yield sounds better than 3%, until you look at what’s actually generating each payout.