Costco’s August Sales Bring Many Reasons to Remain Bullish
Distinguishing between net sales and total sales points to August quarter upside.
Snapshot of July 2026 Retailer Comp Sales Confirms Our Positioning
We let the math speak for itself and it shows which retailers are winning share and losing it.
Iran Put on Notice, Partners Warned; How to Corral the Yield Curve
Trump vows economic pain for Iran; my colleague has an intriguing (and smart) economic plan; bracing for the week ahead.
Jackson Hole and Nvidia Loom, but Don’t Forget the Elephant in the Room
Will things get a little wild this week? Plus a look a close look at gold, the Utes and two potential tax-loss selling candidates.
Why Target’s Edge Over Walmart Will Last
A scheduled decline in prescription drug prices gives Target a sustainable edge over Walmart.
Nvidia Surprises in Return to China: 8 Key Items Shaping the Stock Market Wednesday
Trump and Canada talk tariff deal, Venezuela oil production and other headlines moving the market this morning.
Trimming This Retail Position as the Sector Diverges
With retail stocks slipping as earnings approach, we’re reducing our position.
Is Oil Telling Us Something?
As peace eludes and perils grow in Middle East, why hasn’t oil run wild … yet? Also, the ‘BUZZ’ on chips and trouble n China.
Anticipation of a Pullback Is Preventing … a Pullback
The bearish argument is logical, but price action refuses to confirm it. Here’s what could change things.
Weekly Roundup: An Electric Week for the Market Was Also a Great One for the Portfolio
We added to one holding this week, and locked in outsized gains for two others.