I’m Building a Bigger Position in This Fast-Growing Energy Play
One of the favorite names on my shopping list, this is a way to own the fastest-growing oil and gas fields in the world.
Selling Palantir at a Big Profit to Increase Our Cash on Hand
The risk to reward tradeoff leads to us to downgrade our rating as well.
3 Factors Align for Bounce Action, but Don’t Be Too Trusting
Nvidia is finally bouncing after six straight down sessions.
Bessent Today, Warsh Friday: 8 Key Items Shaping the Stock Market Monday
Nvidia’s price increase, Trump and Canada, and other headlines are moving the market this morning.
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.
Marvell Tie Up With Google Brings Big Potential
It would be a mistake to give full credit to the implied potential or to rule out Broadcom.
A Shift in Market Character, Not a Collapse
Sustained upside is less likely from here, as rotation is starting to turn defensive.
A Potential Tell as Chip Stocks Come Under Pressure
We continue to see a favorable fundamental outlook, but we’re waiting for a better technical one.
Chip Strength Holds Up the Indices but Creates an Inflation Problem
Rotational action masked severe weakness as trading slowed.
Intel’s Chart Puts Out Some Bullish Signals as CEO Stocks Up
CEO Lip-Bu-Tan just bought nearly $10 million in common stock. Let’s check the charts, that $20 billion in ‘dilutive’ equity that just went public and my take on the stock.