The Week Ahead: A ‘Fragile’ Market Confronts Its First FOMC Hike in 3 Years
Equities enter the week with a thinning margin for error and confronted by a growing list of risks but not without opportunities.
August Monthly Roundup: Maintaining Our Lead Through the Ups and Downs
We initiated three positions, added to several others, and locked in massive gains along the way.
Thanks to Salesforce, ServiceNow, the Contrarian SaaS Bet Is Paying Off
The Software-as-a-Service (Saas) apocalypse hasn’t arrived, despite the growth of AI.
Asia’s Response to ‘Nvidia Effect’ May Surprise You
It has been a scary summer of moves in either direction for Asia’s chip sector and the reaction to Nvidia’s guidance may come as a shock.
China and Iran Push Back on Bessent: 8 Key Items Shaping the Stock Market Tuesday
Boeing’s big win, IPO activity ahead, single-stock ETFs and other headlines moving the market this morning.
Economic Pain Planned for Iran, Sandisk Slips, Charting a Bit of Bearishness
Let’s take a deep dive into the U.S.’ latest strategy for the war on Iran, check the semiconductor action and chart the market.
Are Complacent Investors Setting the Market Up for a Fast and Furious Decline?
The market is down, but investors aren’t scared. Does that mean there’s more downside to come?
A Potential Tell as Chip Stocks Come Under Pressure
We continue to see a favorable fundamental outlook, but we’re waiting for a better technical one.
Our All-Stars Basket Crosses into the Black
Consensus EPS targets for the holdings point to more upside ahead.
Your ETFs Are Making an AI Bet, Whether You Like it or Not
It’s not just tech concentration in the S&P 500; your value, dividend and international funds are also betting on AI.