Equity Slide Enters Fourth Day
Oil climbs and treasury yields hit fresh multi-year highs, pressuring stocks for a fourth consecutive day.
Taiwan Semi’s August Revenue Surges: 8 Key Items Shaping the Pro Portfolio Today
Bullish AI chip comments, Palantir’s AIPCon event, Costco warehouse openings, and other headlines are moving the Pro Portfolio’s holdings.
Is the ‘House’ on Solid Ground?
I saw a bit of myself in Sec. Scott Bessent’s ‘I am the house’ talk, and I didn’t like it. Let’s look a the yen, trade war with Canada, out of control AI.