Buying More Shares of This Holding Off the Discount Rack
As we make this move, we’ll replace it on our shopping list with another holding.
Blowout Retail Sales Report Shows Consumers Continue to Consume
Core retail sales at the strongest since 2024 will be a boost to Q3 GDP estimates and should alleviate concerns about consumer spending.
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.
Costco’s August Sales Bring Many Reasons to Remain Bullish
Distinguishing between net sales and total sales points to August quarter upside.
Broadcom Strikes Back: 8 Key Items Shaping the Stock Market Friday
Flash August PMI data, waiting for Bessent, Ross Stores, and other headlines are moving the market this morning.
We’re Eyeing Two Holdings as We Digest June Retail Sales Report
We see several Pro Portfolio holdings benefit as we look at the later sales data.
Fed Gets Clean Start With Warsh, Retail Sales Shine, Sarge’s Secrets
Warsh takes fresh approach at FOMC, retail sales show economy is still pumping, and I tell the simple secrets to success.
May Retail Sales Offer Positives for Multiple Holdings — and Especially One
Let’s break down May retail sales report and its implications for the economy and the Pro Portfolio.