Updating My Shopping List as We Await Warsh at Jackson Hole
Chips and software rally while the rest of the market struggles.
After Moderna’s Big News, Here Are Three Biotechs to Watch
I’m following these lesser-known names amid biopharma’s move on Wednesday.
A Small-Cap Stock Is Offering an Opportunity — And Almost Nobody Is Covering It
Amid ‘troubling’ market action Monday, here’s what to know about one of my top small-cap plays.
Top 6 Stocks On My Shopping List as Market Calls for Strategy Change
It’s time to change strategy as earnings season closes and seasonal weakness creeps in.
I’m Eyeing 2 Biopharma Stocks Amid Choppy Market Action
These small-cap biotechs offer core businesses that fund a much bigger opportunity.
Market Starts to Roll Over as Dip Buyers Step Away
Underinvested longs were buying shallow dips, which is what keeps a strong market sticky.
Bulls Got a Green Light, But Here’s Why They Shouldn’t Floor It
We have a technical follow-through day, however, disciplined buying is paramount.
Surge of FOMO Takes Hold as AI Trade Comes Back to Life
Poor positioning and FOMO are driving this more than lower oil and rates.
This Legacy Tech Name Is Suddenly of the Cheapest AI Plays Around
Earnings growth better than 50%, a forward multiple around 12 and an analyst target roughly a third higher.
A Classic Washout and More Mixed Reactions to Earnings
Amazon is up and Apple is down after their reports.