If the economy is strong, the auto industry is strong. That’s generally the case at any rate. Many economists believe that overall economic growth will be slow with a less than robust […]
The stock market has enjoyed a significant run in 2025. The S&P 500 was last seen up about 17% YTD and was less than 1% under its all-time high heading into year-end. […]
The year 2025 is coming to an end and investors are planning how they want their assets positioned for 2026. Those who have not been making plans need to start making those […]
As 2025 comes to an end, longer-term investors have been planning how they want their assets positioned for 2026. Those who have not been making plans need to start making those plans […]
The retail sector has faced many challenges throughout 2025. Tariffs, soft consumer spending and trends that are always difficult to nail perfectly. And then there is individual company execution risk — some […]
After a rough start to November, stocks are trying to stage another comeback on Wednesday after volatility started to reach very oversold levels. Wall Street has not panicked despite the fear of […]
The last two weeks have been an unexpected rough patch for the markets. Risk assets tied to A.I., tech, crypto and other areas with high valuations have been sold off (and sold […]
Dell Technologies Inc. (NYSE: DELL) has found itself in an uncomfortable spot. Tactical investors looking for less volatile stocks related to the secular growth of AI now have to pay close attention. […]
Meta Platforms Inc. (NASDAQ: META) is still known as Facebook to most investors. One thing that has changed drastically is how Meta’s pre-earnings and post-earnings performance has been. While the S&P 500 […]
Is it smart to bet against Warren Buffett? Historically the answer has been no. With Buffett stepping down from his day-to-day leadership role later this year, that may no longer be the […]
Netflix Inc. (NASDAQ: NFLX) is generally used to seeing earnings beats and seeing analysts raising targets after each report. That was not the case during the week of October 24 after what […]
AT&T Inc. (NYSE: T) was firing on all cylinders up until September. The Federal Reserve’s rate-cut came as expected, but AT&T’s stock price fell from almost $30 down to almost $25 ahead […]
Tesla Inc. (NASDAQ: TSLA) may be a hard company to judge on individual earnings reports, particularly when it is still valued at nearly 200-times forward earnings expectations for a company that has […]
The markets have had a lot to adjust to as earnings season kicks off, with the Trump-China standoff causing a panic sell-off in the S&P 500 of 2.7% on Friday followed by […]
The U.S. markets are dealing with many opposing forces at once. The federal government is now in a partial shutdown. The labor market was already under pressure before thousands of government furloughs, […]
The U.S. Federal Reserve is (finally!) back in into an interest rate cutting environment. The S&P 500 is at 6,664.36 and up against an all-time high with gains of 1% in the […]
Intel Corporation (NASDAQ: INTC) has been handed a mega-opportunity to assist NVIDIA Corporation (NASDAQ: NVDA) in its quest to dominate the AI theme. After an investment from the U.S. government and from […]
NVIDIA Corporation (NASDAQ: NVDA) is the one U.S. technology company taking over the world in AI and other technology trends. The one problem with history, particularly financial and economic history, is that […]
Lululemon Athletica Inc. (NASDAQ: LULU) is down and out… Despite only about 800 stores around the world, Lululemon’s days of being considered a growth stock are going to be harder and harder […]
AT&T Inc. (NYSE: T) isn’t usually the most exciting stock to hear about. Well, maybe that’s not true today. The company has been derisking and with shares now above $29 the stock […]