Threat of Bond Vigilantes Strikes Fear in Wall Street
If yields continue to rise as the bond vigilantes make their voices heard, expect the market to start running.
A Play on Oil Field Construction in the Middle East
Even if the Iran situation deteriorates further, this stock should benefit.
We’re Adding to and Lifting Our Rating on This Holding
Our core thesis remains focused on rising average card fees and the number of cards in force.
Target Makes Progress After Change at the Top
The retail giant could be a buy after former CEO Brian Cornell got out of the way.
Chart of the Day: Despite Volatility, Marvell Remains Attractive
The stock has been weathering the storm of the semiconductor group well.
Treasury Yield Signals Major Shift in Market Focus
Markets have moved on from President Trump and Iran and are now clearly focused on inflation.
Big Swing Potential for Nvidia: 8 Key Items Shaping the Stock Market Wednesday
Target’s beat, Lowe’s reiteration, Fed minutes, SpaceX’s underwriters, and other headlines are moving stocks this morning.
Samsung’s Looming Labor Strife Could Reverse Semiconductor Surge
Will Samsung Electronics workers walk off the job? And how can U.S. investors access the Korean chip sector, which has made Seoul stocks the world’s best performers?
Home Depot Was Once My Greatest Investment, But Now It’s a Flaming Mess
The do-it-yourself retail giant is no longer a “blue chip” name.
Here’s Our Cisco Game Plan After a Nearly 100% Gain
The tech stock is up 99% since our recommendation in December 2024.