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Weekly Roundup: Waiting for the Market to Show Its Hand

Avatar photo Chris Versace on September 25, 2026

During a volatile week, we updated the Portfolio’s shopping list, and locked in a sizable tech gain. 

Why Now Is the Time for Us to Do Some Homework on SpaceX

Avatar photo Chris Versace on September 24, 2026

Here are our thoughts on the market, our shopping list, Paccar, and a potential new name.

Oil Back on the Rise Ahead of Iran’s U.N. Address: 8 Key Items Shaping the Stock Market Wednesday

Avatar photo Chris Versace on September 23, 2026

UN

September Flash PMI, Zuckerberg’s Meta Connect keynote, and other headlines are moving the market this morning.

May CPI, End to Ceasefire?: 8 Key Items Shaping the Stock Market Wednesday

Avatar photo Chris Versace on June 10, 2026

CPI

TSM’s May revenue, SpaceX’s oversubscription, bank stress tests, and other headlines are moving stocks this morning.

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