Chart of the Day: Costco Is Resting Comfortably
The stock remains in a range after a couple of violent moves.
Looking to Buy Smith & Wesson After Drastic Debt Improvement
How can I not like the looks of the company?
We’re Unwinding Our Hedging Positions, Adding to Two Others
Catalysts behind the Portfolio’s inverse ETF positions continue to fall to the wayside.
Inflation Concerns to Battle With the AI Growth Narrative
Here’s my strategy with AI bubble worries now competing with a Fed preparing for potential rate hikes.
Why Isn’t Oil Fueling a Move Higher in the Transports?
Oil down, transports up. That’s the old relationship. But it isn’t working these days.
Warsh Is in No Rush to Cut Rates — And the Market Reacts
Hopes were high for some dovish comments but the new Fed Chair failed to deliver.
Kevin Warsh Makes It Clear There’s a New Sheriff in Town
If you’ve followed Warsh before he became Fed Chair, his press conference shouldn’t have been that surprising.
Updates on 8 Positions as We Wait for the Fed
I’m still finding things to buy. Here’s what I’ve been up to.
CarMax Impresses Wall Street But I’m Not Buying
The used car giant turned some heads but I see trouble ahead.
May Retail Sales Offer Positives for Multiple Holdings — and Especially One
Let’s break down May retail sales report and its implications for the economy and the Pro Portfolio.