JPMorgan, Goldman Kick Off Bank Earnings with Equities Stealing the Show
Trading, investment banking, the consumer and AI adoption, and what it all means for our big bank holdings.
September Monthly Roundup: 5 Focus Areas as Portfolio Keeps Its YTD Lead
We raised cash early, put some back to work late in the month, locked in gains on Meta and kicked off our quarterly EPS All-Stars reconstitution.
Weekly Roundup: September Is Living Up to Its Reputation
During the week of challenging developments, we refreshed out shopping list, exited one holding and added to four others.
VIDEO: How We’re Positioning the Portfolio for the Fed, AI and Rising Yields
Plus, more on our decision to further increase our cash position.
We’re Exiting This Position Amid OpenAI IPO and Market Concerns
We’re raising our cash levels further as we head into a challenging market period.
26 Signals Across 9 Portfolio Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Canada Fires Back, Oil Nears $100: 8 Key Items Shaping the Stock Market Tuesday
Apple’s foldable iPhone, inflation expectations, Anthropic’s S-1, and other headlines are moving the market this morning.
We’re Tracking 28 Signals Across 8 of the Portfolio’s Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
New Jobs Report Surprises in a Big Way: 8 Key Items Shaping the Stock Market Friday
Anthropic’s revolving credit facility, Tesla cyber cabs hit Austin and other headlines moving the market this morning.
August Monthly Roundup: Maintaining Our Lead Through the Ups and Downs
We initiated three positions, added to several others, and locked in massive gains along the way.