Weekly Roundup: Waiting for the Market to Show Its Hand
During a volatile week, we updated the Portfolio’s shopping list, and locked in a sizable tech gain.
During a volatile week, we updated the Portfolio’s shopping list, and locked in a sizable tech gain.
Here are our thoughts on the market, our shopping list, Paccar, and a potential new name.
September Flash PMI, Zuckerberg’s Meta Connect keynote, and other headlines are moving the market this morning.
TSM’s May revenue, SpaceX’s oversubscription, bank stress tests, and other headlines are moving stocks this morning.