Asia’s Chip Stocks Set Records. Where Do We Go From Here?
The strong showing of East Asian equities stems from gains in memory stocks, as well as cheap currencies. What will the second half bring?
30 Signals Across the Portfolio’s 10 Themes and Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
The Mid-Term Election Race Is Heating Up, and So Is the Advertising Spend
Facebook and Google are positioned to profit amid the larger shift to digital advertising.
Seven Weeks of Trading and We’ve Gone Nowhere
There’s been a lot of movement among individual names since May 6th, but the major indexes have nothing to show for it.
Tracking 21 Signals Across 10 of Our Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Peace Deal, Warsh Arrives, and the Portfolio Moves Ahead
We closed three positions, began a new one, and added to two others. Plus, we look ahead to the potentially most impactful earnings report next week.
Kroger Sends Inflation Message as Gas Prices Begin to Come Down
The grocery giant spoke to some key investing themes in its latest comments.
Adding to Our Netflix Position After Lionsgate Update
The streaming giant has been tied to an acquisition of the revered studio.
Here Come the MANGOS: 8 Key Items Shaping the Stock Market Wednesday
U.S.-Iran peace draft, dollar strength, falling oil, Warsh’s debut, and other headlines are moving stocks this morning.