Adding to This REIT Holding on Weakness and Lifting Our Rating
We’re also flagging another holding for some possible prudent Portfolio action.
Meta and Broadcom-Anthropic Financing Deals: 8 Key Items Shaping the Stock Market Tuesday
Earnings from Boeing and Welltower, prepping for Paccar’s results plus other headlines moving the market this morning.
AWS Sells Out of Capacity Into 2028: 8 Key Items Shaping the Stock Market Monday
Big AI and data center focused earnings, SpaceX’s $40 billion capital raise, and other headlines moving the market this morning.
A Quiet Start to the Week
It’s a quiet start to a busy week for US economic data, with October’s Dallas Fed manufacturing survey and September’s Chicago Fed National Activity Index the only reports.
The Fed remains in its blackout period ahead of the October 27–28 FOMC meeting, so there are no Fed speakers.
Non-Bill (>1yr in maturity) US Treasury auctions include a $69bn 2-year note auction.
Nine S&P 500 components report, two of them with market caps over $100bn:
- Before the open: Verizon ($VZ)
- After the close: Welltower ($WELL), Cadence Design Systems ($CDNS), Nucor ($NUE), Public Storage ($PSA), The Hartford ($HIG), Brown & Brown ($BRO), Principal Financial ($PFG) and Alexandria Real Estate Equities ($ARE)
Tracking 49 Signals Across 11 Portfolio Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Iran Concerns Weigh on Stocks as Tech Steadies to End a Volatile Week
Brent topped $116 and stocks pulled back on fears of renewed U.S.-Iran hostilities after the midterm elections. For the week, small caps led with the Russell 2000 up 2% while the S&P 500 and Nasdaq slipped.
Weekly Roundup: Renewed AI Concerns Weigh on the Market and Portfolio
We added to six holdings, and upgraded and lifted a price target on another as favorable AI data conflicted with market emotion.
Tracking 39 Fresh Portfolio Signals Across 10 Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: The AI Trade Got Smacked. We’re Following the Data, Not the Fear
We put capital to work in two holdings, exited another and bumped up our price target for a long-time position.
Tracking 33 Signals Across 9 of the Pro Portfolio’s Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.