I Unpacked My Library and Rediscovered an Important Stock Market Lesson
In a digital age where everything lives in the cloud, I’m doubling down on physical books. Here’s why — and what 20 years of data revealed.
Kass: Welcome to the ‘Rosy Scenario.’ What Could Possibly Go Wrong?
We are at or approaching an important market top — and investors are under-appreciating the risks.
Home Depot Stock Headed for Multi-Year High as Management Improves
The home improvement retailers appears to be headed in the right direction.
I’m Stalking Amazon
The market is under pressure but buying opportunities are slowly developing; here’s how I’m trying to time an entry.
Trimming This Retail Position as the Sector Diverges
With retail stocks slipping as earnings approach, we’re reducing our position.
No Time to Let Your Guard Down
As tensions with Iran escalate, major domestic equity market indexes trade close to all-time highs, and oil rises, you best be ready.
4 Issues Are Colliding to Test a Vulnerable Market
Global yields are surging as chip strength reverses and negative seasonality beckons.
The Semis Did What They Were Supposed To. While Bonds Did Not.
On a weak day in the market, the semis rally while the others dive.
New Data Keep Us Bullish on This Robotics and Automation Play
Here’s what we’re waiting to see before putting additional capital to work.