Intel, Defense Are Bright Spots as Market Descends Into Ugliness
Oil, yields, and earnings from Tesla and Google create a stench on Wall Street as war and tariffs pave way ahead with looming perils.
A Ceasefire With Lots of Fire; OECD’s Dire Warning, Another Tariff Try
Let’s check the latest from Iran, the OECD’s dire forecast, another round of tariffs … and my Marvell miss.
Trump on Warsh’s Independence and Potential Iran Timing
Uncertainty remains in play and that is likely to spur our portfolio discipline.
We’re Scooping Up More Shares of This Holding
Renewed inflation concerns and lingering tariff pressure play well for this company.