PPI Shows Red Hot Inflation Pressure: 8 Key Items Shaping the Stock Market Thursday
September Retail Sales surprise to the upside, takeaways from Anthropic’s meeting, and other headlines moving the market this morning.
Time to Make Some Moves as Things Get Ugly for the $10,000 Portfolio
Four buys, one sale and one exit as we fight back and right the ship.
Stocks Set for Air Pocket as ‘Irrational Exuberance’ Grows
The market might hit a high note to end the year but 2027 won’t be as rosy.
Hot CPI Puts October Rate Hike Back in Play
Core rises 0.33% from August, a second hot monthly print, as gains spread well beyond energy. October rate-hike odds more than double.
Reacting to Earnings From Our 2 Big Bank Holdings
More to come after the earnings call and what it reveals about investment banking prospects.
The Hot CPI Report May Be the Medicine the Market Needed
A warm inflation number lets the market price in the worst case for the Fed, and biotech is already acting like it has washed out. Here’s my plan.
New Apple Price Target as HomeView Comes Into View
Apple’s HomeView will generate fresh streams of services revenue. Meanwhile, residential security stocks have plummeted.
Exiting Bank of America After $1.2 Billion AML Embarrassment
The big bank disappointed with earnings, right after news of a major government penalty.
Here’s Why I’m Holding Off on Cheap Stocks Right Now
When I look at what’s on my screens I see exactly why I don’t want to snap up even stocks that appear like bargains.