The Party You Think You’re Missing
The hardest part of this market is not financial. It is the feeling that everyone else is getting rich, and you are doing something wrong.
Weekly Roundup: Forget ‘Too Late Powell’, It May Be ‘Too Late Wall Street’
We added to two holdings this week, and are eyeing these others right now
We Are Boosting Our Price Target for This Semiconductor Star
Rising demand and margin leverage put this Pro Portfolio holding is a strong spot.
We Can Call Options Traders Quite Giddy
While other measures of sentiment show complacency, it’s the options market where things are out of hand.
Our Game Plan for Applied Materials and Its Earnings Report After the Close
We’re taking stock of consensus expectations and management’s prior expectations for 2026.
Looking Past the AI Leaders: Why I Bought This Biotech After Earnings
Stock picking is coming back to life. Here’s an example of a name that offers lower risk after earnings news.
6 Steps for Navigating an Extended Market With Major Underlying Weakness
The real issue for investors is the gap between the indexes and the average stock. Here’s how to handle it.
Doug Kass: A Market Bacchanal Rages On, While I Remain Celibate
Despite the market’s amazing advance, there are many justifiable reasons for our doubt and skepticism.
The Inflation Excuse Is Waiting in the Wings
Chip stocks are rebounding, but nervousness about inflation is building as momentum cools.
Don’t Let Bulls, Bears and Bubbles Distract You From Smart Trading
I’m not bearish, bullish, or fighting bubbles. I’m simply adjusting my positioning.