Supply Shortage Takes Bite Out of Apple: 8 Key Items Shaping the Stock Market Friday
Euro-area inflation rises in July, Amazon soars, SpaceX-Tesla chatter, and other headlines moving stocks this morning.
The Calm Before the Storm
Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?
3 Dividend Plays for Traders ‘Behind in the Count’
How a baseball mindset can improve your covered-call score.
From The Street of Dreams
Consensus long Exxon Mobil ($XOM) has its price target reduced by JPMorgan from $173 to $158 this morning.
(Caution: This is Halftime’s Jim Lebenthal’s favorite energy stock).
Position: None
Conditions Are Ripe for Selling Into a Series of Major Events
A flood of events will soak up liquidity in exactly the sector that needs support.
Think Friday Was Bad? Get Used to It
Let’s unpack what happened and why I expect more such days over the coming months.
Could We Be Near a Top for 2026?
The SpaceX IPO and an Iran deal could be ‘buy the rumor, sell the news’ events that mark the top of the market for the year.