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.
This Market Can’t Keep Pricing in Good News as China, Iran Updates Disappoint
The market cannot continue to be surprising by semiconductor earnings.
Market to Give Back Gains After Iran Setback: 8 Key Items Shaping the Stock Market Monday
Plus, Anthropic’s briefing, Next Era & Dominion Energy, SpaceX timing and other headlines moving stocks this morning.
Stalemate at the Strait, China Stumbles, SpaceX Countdown Begins
Tough talk heats up in war on Iran, China economy shows trouble, SpaceX could go public soon at out-of-this-world valuation.
Attention Shifts Back to Iran: 8 Key Items Shaping the Stock Market Friday
Oil and the dollar climb, lackluster Trump-Xi summit wins and other headlines moving stocks this morning.
As Stretched Names Get Hit, Will Downside Momentum Spread?
Sell-the-news pressure emerges as AMD, Intel trade off and interest rates spike higher.
Latest From Trump-XI China Summit: 8 Key Items Shaping the Stock Market Thursday
April Retail Sales, Cisco, Cerebras’ IPO and other headlines are moving stocks this morning.