As China Summit Steals Headlines, I Am Eyeing These Three Stocks
This is how I’m trading 3 names as I navigate a choppy market amid U.S.-China meeting.
Portfolio Defensive Stocks Offer Shield From Piping Hot Producer Prices
We braced for hot prices, but we didn’t expect they’d be boiling.
Early Christmas Warning: 8 Key Items Shaping the Stock Market Wednesday
Tempered Trump-Xi expectations, April PPI, Nebius earnings and other headlines are moving stocks this morning.
Don’t Let Bulls, Bears and Bubbles Distract You From Smart Trading
I’m not bearish, bullish, or fighting bubbles. I’m simply adjusting my positioning.
Diplomacy Is Over. Why We’re Renaming the Portfolio’s EPS Strategy.
As we make two name changes, we’re also removing Qualcomm from the Bullpen.
AI Is Booming — But the Consumer Is Struggling
I’m increasingly concerned about affordability in an AI World.
The Best Traders Don’t Waste Their Time Doing This
The most successful traders I know stay focused on individual stocks. There are good reasons for that, and here is an example.
Chart of the Day: United Rentals Holds the Large Gap
The stock went ballistic following earnings and remains strong.
