A New Hope for Iran Deal? My Advice for the Fed; Where’s the Nvidia Party?
Hope again on Iran? We’ll see. Also, Nvidia shows up but not the market; SpaceX reveals ticker; and what I’d tell the Fed.
3 Massive IPOs Undermine Nvidia’s Market Leadership
The AI sector is undergoing a substantial change as new giants enter the fray.
Your Bond Slice Just Got Interesting
The 30-year Treasury just hit a 20-year high of 5%. That resets the math on the bond part most portfolios ignore. Here’s how to check yours.
Nvidia Beats But the Market Yawns
This is what corrective bounces look like inside a wave of volatility when we are near a potential turning point.
We’re Raising Our Price Target for This Retail Holding
Stellar comp sales underscore the company’s position amid renewed inflation pressures.
Why Now Is the Time for Us to Initiate an Amazon Position
The Big Tech firm is poised best among its peers to benefit from the advent of AI.
Market Horrors: Nasty Tuesday Trading, Scary May Prices, Threatening Trump
Let’s check the nastiest day of the 3-day selloff, May inflation outlook, Trump’s Iran threats and … Nvidia earnings.
Higher Interest Rates Will Make It Even Harder for Nvidia to Satisfy Investors
A clean beat-and-raise that would have been enough three weeks ago may not be enough now.
Three Stock Trades That an Indy 500 Team Would Approve Of
Let’s run through three trades made by three of our team and discuss how what makes them great investors is no different from what makes a great Indy 500 team.
Traders Remain Complacent Despite Bad Breadth
I’m still expecting the market to reach oversold levels sometime after Memorial Day.