VIDEO: Why We’re Questioning Home Depot’s Earnings Claims
Plus, connecting the July data for Housing Starts and Industrial Production to two Portfolio holdings.
VIDEO: Why We’re Increasingly Cautious in This Market
Plus, the July Retail Sales report, AI and a few other item to close out the week.
VIDEO: Don’t Chase Applied Materials into Earnings
As the S&P 500 hits record highs, warnings signs are starting to flash.
VIDEO: CoreWeave, Lumentum, Super Micro Set Up Next Leg of the AI Trade
Plus, Axon’s continued momentum and two holdings we’re watching closely.
VIDEO: Microsoft Update Puts Marvell in the Spotlight
Plus, Boeing sharpens its focus with Archer Aviation deal.
VIDEO: Why SpaceX Is Falling Despite Earnings Beat
And why retail earnings could be more of a challenge for the market.
Mecum Auctions CEO: What a $450 Million Car Auction Says About the Economy
In this interview with Mecum Auctions’ CEO, we’ll dive into the market for collector cars to gain new insights that will help us as investors.
VIDEO: Why This Report Is Helping Lift the Market and 2 Holdings
Let’s discuss changes to the Portfolio’s Bullpen and the new Apple Upgrade Program.
VIDEO: Why Amazon’s AWS Results Are Likely to Be More Like Microsoft’s Than Meta’s
Let’s connect more dots from rising AI and cloud revenue to our holdings.
Stocks & Markets Podcast: Catching Up With Neostellar Capital CEO Mark Klein
The current AI market, private capital raises and valuations, and why portfolio discipline is critical.