2 Iconic Consumer Stocks Are Lighting Up the Market
We went searching for the best stocks in two consumer sectors. Here’s what we found.
Anatomy of a Meltdown
Let’s examine the responses to Alphabet’s and Amazon’s earnings and the other factors that led to last week’s ugliness. Also, a bright spot on the charts?
Chip Rout Sends Nasdaq to Worst Month Since March 2025
Intel’s record drop leads a cascade in chip names with the S&P 500 and Nasdaq seeing their worst session since June, while defensive buying gave the Consumer Staples ETF its best month on record.
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.
Tech’s Capital Problem
As more and more funds are raised for the AI buidout, is there a scarcity of capital?
More Rotation
While AI-related sectors are down sharply, four sectors are up more than 1%.
At the top of that list is Staples. The S&P 500 Staples Sector ETF ($XLP) is up 2.5%, its best day since July and before that April 2025 approaching its February all-time high.
A Look Back on a Very Dark Day on the Market
Remembering Oct. 19, 1987; also an AI warning from Wall Street Journal and a check on the market’s charts.
Showtime in Wyoming, Great Day for My Book (But Not Breadth), Charting Nvidia
The market will run through Jackson Hole Friday. Here are my thoughts as Kevin Warsh takes the stage.
This Consumer Stock Just Hit a 2-Year High, Here’s How We’re Playing it
The name is outperforming its peers as the stock continues to climb.
Economic Pain Planned for Iran, Sandisk Slips, Charting a Bit of Bearishness
Let’s take a deep dive into the U.S.’ latest strategy for the war on Iran, check the semiconductor action and chart the market.