Elon Musk Sets the SpaceX IPO Price: 8 Key Items Shaping the Stock Market Wednesday
Renewed Gulf hostilities, new Trump tariffs, Bessent testifies and other headlines are moving stocks this morning.
Iran Walks? U.S. Manufacturing Up; Meet the $3.5 Trillion IPO Club!
Let’s check latest in Iran talks as deal appears to stall; manufacturing’s apparent comeback, and sort through the mega IPOs.
Energy Costs Will Be ‘Higher for Longer’ With Iran Resolution in Doubt
The “quick” return to “normal” is a myth. Even if there’s resolution soon, the damage will impact affordability.
Peace Proves Elusive; I’m ‘Fed’ Up!; Window of Opportunity for Microsoft?
Let’s see why a peace deal seems so tough, check on Microsoft, and decipher the Fed’s latest … chatter.
Lower Oil Doesn’t Help a Market in Need of Rest
The market got nothing new on Iran except a harder line from President Trump.
Inflation Rate Hits New High: 8 Key Items Shaping the Stock Market Thursday
Iran’s nuclear stance, May Flash PMI insights, PepsiCo’s price hike and other headlines are moving stocks this morning.
A New Hope for Iran Deal? My Advice for the Fed; Where’s the Nvidia Party?
Hope again on Iran? We’ll see. Also, Nvidia shows up but not the market; SpaceX reveals ticker; and what I’d tell the Fed.
Trump on Warsh’s Independence and Potential Iran Timing
Uncertainty remains in play and that is likely to spur our portfolio discipline.
Don’t Trust Bounces as a Turning Point Continues to Develop
Here is my strategy for navigating this difficult market.
Trump TACOs Seem to Be Getting a Bit Stale
Despite another Trump delay following tough talk on Iran, oil and bond action presents significant headwinds.