Gasoline Fuels the Retail Sales Beat in September
Retail sales rose 0.8% versus a 0.3% estimate, but gas stations were over 70% of that gain while the GDP-linked control group missed and Census’s annual revision cut sales levels by about 4.5%.
PPI Shows Red Hot Inflation Pressure: 8 Key Items Shaping the Stock Market Thursday
September Retail Sales surprise to the upside, takeaways from Anthropic’s meeting, and other headlines moving the market this morning.
Chart of the Day: The Basing Period Has Started on TJX
Shares of the big discount retailer fell sharply from recent highs but found a bottom.
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.