Good News on Inflation Stops Working
Weak retail sales gapped the market up but it rolled over anyway.
Digging Through a Surprisingly Weak Retail Sales Report
We see confirmation for Costco and our other retail plays.
I’m Ultra Cautious as Exposure’s at the Max, Retail Sales Loom, Iran Digs In
Here’s my game plan and take on the market action, incoming economic data, and volatile geopolitical scene.
Anthropic Making Pre-IPO Investor Rounds: 8 Key Items Shaping the Stock Market Tuesday
Trump’s demands, volatility on the horizon, food prices and other headlines are moving stocks this morning.
We’re Tracking 28 Signals Across 10 of the Portfolio’s Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: A Hot Start to August as Portfolio Catches a Wave
We added three new holdings this week, diversifying our lineup, and locked in massive gains across three others.
Jobs Reports Goes Negative, Shifting Rate Cut Expectations
The decline in average earnings data supports our thinking on these three holdings.
July Monthly Roundup: Keeping Our Lead After a Wild Ride
It was a busy month for the Portfolio with multiple buys and price target changes, as well as some sizable profit-taking along the way.
Trump Giving Diplomacy ‘Some Space’: 8 Key Items Shaping the Stock Market Monday
Oil falls, single stock futures to come and other headlines are moving stocks this morning.
29 Signals We’re Tracking Across 11 Portfolio Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.