Weekly Roundup: Geopolitics Wins Out, But Portfolio Continues to Outperform
We added to three holdings and laid out what we’re watching for several others.
The $40 Trillion Reason Bitcoin Woke Up
Here’s what caused the rally (and what didn’t) — and where Bitcoin faces its next test.
Are Complacent Investors Setting the Market Up for a Fast and Furious Decline?
The market is down, but investors aren’t scared. Does that mean there’s more downside to come?
Chart of the Day: Meta’s Not Lookin’ So Hot
With an ugly court battle underway, let’s turn to the chart of Meta to see its story.
Bonds Rallied. Stocks Rallied. Just Not In the Way We Like.
Defensive issues took the lead. Does that mean we could be in for more downside?
Chart of the Day: Who Needs AI When You Have United Rentals?
The big rental company is using AI but not reliant on the tool for stellar performance.
Costco’s Healthcare Move Turns Heads. We’re Buying These Pharma Stocks Instead.
Is pharma heating up? Let’s chart four sector names and… Costco?
Bonds Finally Receive Some Attention
Bonds may have found a bid, but stocks haven’t, with new lows jumping on the NYSE and Nasdaq.
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.
Chart of the Day: TJX Price Isn’t Budging, But Will Earnings Force a Move?
Is this a good spot to add more shares before the company reports quarterly earnings on Wednesday.