Weekly Roundup: An Electric Week for the Market Was Also a Great One for the Portfolio
We added to one holding this week, and locked in outsized gains for two others.
VIDEO: Don’t Chase Applied Materials into Earnings
As the S&P 500 hits record highs, warnings signs are starting to flash.
We’re Tracking 28 Signals Across 10 of the Portfolio’s Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
July Monthly Roundup: Keeping Our Lead After a Wild Ride
It was a busy month for the Portfolio with multiple buys and price target changes, as well as some sizable profit-taking along the way.
As Warner Bros. Saga Drags on, I’m Tuning Into Another Media Player
This media company is smaller, but could it become another takeover target? Here’s how I’d handle it.
The Hottest ETFs of 2026 Come With a Dangerous Warning Label
Single-stock leveraged ETFs top 2026’s performance charts, with gains above 500%. But their own prospectuses warn investors away, and a collapse in South Korea shows what happens to retail buyers when the trade turns.
29 Signals We’re Tracking Across 11 Portfolio Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: When Earnings, Rates, and Oil Collide
We closed out a profitable position, added to two others, and adjusted several price targets. Here’s what we’re watching next.
Why Am I Rooting for the Nasdaq to Fall?
Because it would help set the indicators up for a more reliable rally.
The Big Question as an Important Earnings Week Arrives
Tech leaders face a key test, but has the ‘equation’ been reset? Plus, two China headlines to know about and my game plan for the week.