We’re Adding a Trucking Play to the Portfolio Bullpen
2026 North American industry orders are picking up, as is U.S. truck tonnage data.
A Ceasefire With Lots of Fire; OECD’s Dire Warning, Another Tariff Try
Let’s check the latest from Iran, the OECD’s dire forecast, another round of tariffs … and my Marvell miss.
A Feast or Famine Market, Bordering on Gluttony
Pockets of frothy action, covering up broad weakness, leave investors in a ‘tricky spot.’
Sellers Show Up as Tech Reaches Overbought
Are we due for some volatility? You betcha. Tech momentum seems to have hit a wall, with sellers beginning to take profits.
Are Tired Tech Traders Rotating into the Others?
As tech gets long in the tooth and traders get tired of those same old extended names, are they taking advantage of other market segments?
Doug Kass: It Is Not Different Time
By my calculus, there is three times or more downside potential than upside presently.
SoftBank Overtakes Toyota as Japan’s Largest Company
Tech-stock gains have pushed TSMC, Samsung and Hynix into the $1 trillion club, while SoftBank is the largest Tokyo listing by market cap.
Chart of the Day: Getting Impatient With Axon? Hang in There…
The stock has been moving sideways since earnings. That’s not a bad thing.
Iran Walks? U.S. Manufacturing Up; Meet the $3.5 Trillion IPO Club!
Let’s check latest in Iran talks as deal appears to stall; manufacturing’s apparent comeback, and sort through the mega IPOs.
There’s a New AI Catalyst — And It’s Shaking Up the Sector
Rotation and short-covering within the AI sector is holding up the market.