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.
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.
Weekly Roundup: Oil, Yields and AI Jitters Make for a Choppy Climb
We added to one holding while our concern for higher energy prices starts to play out.
SpaceX’s Spectrum Move Hits Wireless Carriers: 8 Key Items Shaping the Stock Market Friday
Delta Air Lines profit cut, Lumentum’s ‘sold out’ market, and other headlines moving the market this morning.
September Monthly Roundup: 5 Focus Areas as Portfolio Keeps Its YTD Lead
We raised cash early, put some back to work late in the month, locked in gains on Meta and kicked off our quarterly EPS All-Stars reconstitution.
Putting Capital to Work Following Wednesday’s Economic Data
We’re making small buys on four holdings, and watching these other two closely.
Pressures Mounting as Market Moves Toward Potential Seasonal Low
We’re staying on the sidelines until we have more clarity on several macro developments.
4 Holdings to Watch Closely in Pursuit of Opportunity
Three on our shopping list and one in an overbought condition ahead of a big event this week.
Weekly Roundup: September Is Living Up to Its Reputation
During the week of challenging developments, we refreshed out shopping list, exited one holding and added to four others.
Rise in Diesel Prices Becomes Headwind for Margins and Earnings
Duration remains a key, but year-over-year increases are flashing a yellow light