Meta Targets Small Business With Muse: 8 Key Items Shaping the Stock Market Tuesday
OpenAI’s DevDay, Oura postpones IPO, Boeing’s 737 MAX 10 delay, and other headlines moving the market this morning.
Oil Back on the Rise Ahead of Iran’s U.N. Address: 8 Key Items Shaping the Stock Market Wednesday
September Flash PMI, Zuckerberg’s Meta Connect keynote, and other headlines are moving the market this morning.
Market Observation: More Narrowing as Financials Stink Up the Joint!
* Apropos to my “Not Broadening” column earlier today…
As the financials go, so goes the market is the “old saying.”
$JPM -$8
$C -$2
$SCHW -$5
$GS -$10
$MS -$4
Well, financials are truly stinking up the joint!
Positions: None
What Zipline’s Head-Turning $20 Billion Valuation Means for Our Drone Holding
Is this a positive or negative for Ondas? let’s discuss.
Anthropic, Musk Call for Slower AI Development: 8 Key Items Shaping the Stock Market Monday
Oil climbs, the market’s Fed rate hike call grows, and other headlines are moving the market this morning.
Weekly Roundup: A Good Week to Lose Less as Market Stumbles
During a week of outperformance vs. the S&P, we closed out one holding, locking in substantial gains that rebuilt our cash position.
Chart of the Day: Morgan Stanley Could Spring Into Action
The big investment bank looks like it’s coiling up and ready to move.
Canada Fires Back, Oil Nears $100: 8 Key Items Shaping the Stock Market Tuesday
Apple’s foldable iPhone, inflation expectations, Anthropic’s S-1, and other headlines are moving the market this morning.
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.
New Jobs Report Surprises in a Big Way: 8 Key Items Shaping the Stock Market Friday
Anthropic’s revolving credit facility, Tesla cyber cabs hit Austin and other headlines moving the market this morning.