We’re Adding to and Lifting Our Rating on This Holding
Our core thesis remains focused on rising average card fees and the number of cards in force.
Treasury Yield Signals Major Shift in Market Focus
Markets have moved on from President Trump and Iran and are now clearly focused on inflation.
Big Swing Potential for Nvidia: 8 Key Items Shaping the Stock Market Wednesday
Target’s beat, Lowe’s reiteration, Fed minutes, SpaceX’s underwriters, and other headlines are moving stocks this morning.
Higher Interest Rates Will Make It Even Harder for Nvidia to Satisfy Investors
A clean beat-and-raise that would have been enough three weeks ago may not be enough now.
Three Stock Trades That an Indy 500 Team Would Approve Of
Let’s run through three trades made by three of our team and discuss how what makes them great investors is no different from what makes a great Indy 500 team.
Looking for Stocks to Reach Oversold Levels
It’s likely that they’ll get there, but probably not until next week.
Home Depot Was Once My Greatest Investment, But Now It’s a Flaming Mess
The do-it-yourself retail giant is no longer a “blue chip” name.
Here’s Our Cisco Game Plan After a Nearly 100% Gain
The tech stock is up 99% since our recommendation in December 2024.
A Challenge to Nvidia? 8 Key Items Shaping the Stock Market Tuesday
Iran stalemate, Home Depot’s cautious words, Google & Blackstone, AI layoffs, and other headlines moving stocks this morning.
Don’t Trust Bounces as a Turning Point Continues to Develop
Here is my strategy for navigating this difficult market.