We’re Scooping Up Shares of a Chip Company and a Well Positioned Retailer
And we’re still keeping some dry powder on hand as we assess other opportunities.
Chart of the Day: Meta’s Not Lookin’ So Hot
With an ugly court battle underway, let’s turn to the chart of Meta to see its story.
Walmart Sends Stagflation Warning With Harsh Report
As the market quickly forgets a significant Treasury buyback, the retail giant offered a concerning economic update.
2 Charts That Sum Up the Current State of Consumer
Comp sales data favor Costco, while TJX shares enter oversold territory.
Moderna Leads the Charge as Pharma ETF Hits All-Time High
Tempus AI and Merck are key contributors to Moderna’s success.
Walmart Miss Sends a Message on Costco: 8 Key Items Shaping the Stock Market Thursday
Oil moving through the strait, $40 trillion in debt and other headlines moving the market this morning.
The Treasury Steps In, and I Ring the Register
I reduced three biotech winners, and not because I think they are going down.
Marvell Tie Up With Google Brings Big Potential
It would be a mistake to give full credit to the implied potential or to rule out Broadcom.
Two Funds vs. Six: Do More ETFs in Your Portfolio Make It a Better One?
While it’s possible to tilt toward leading asset classes with more funds, it doesn’t always work out.
Costco’s Healthcare Move Turns Heads. We’re Buying These Pharma Stocks Instead.
Is pharma heating up? Let’s chart four sector names and… Costco?