personal-finance
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With mega-cap earnings on deck and the private credit situation unfolding, it is easy to overlook opportunities in other names. Here’s a few stocks in my sight and on my radar: PLD, UNH, SPOT, and AMZN.
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Good afternoon as we approach the close. I’ve been traveling these last few days, but I got a trade alert this morning. I was stopped out of half of a position I’m up 23% in over two months. So, I have a little money to redeploy. For the name of the winner that got trimmed,…
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The 9:25 is back: leaner, sharper, and making one bold call: S&P 7000 by year-end. September has a reputation as the market’s worst month. But, what happens when it bucks the trend? Qualitative and quantitative points align in a powerful setup: 7000 is in play before 2026.
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Wages alone are no longer enough to guarantee financial security. By highlighting the diverging realities of owner-Americans and employee-Americans, I argue that asset ownership — not a career of employment — is the key to achieving financial security in America. In my opinion, the barrier for many isn’t money but knowledge — and the fear…
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Last month, I highlight some golden opportunities to leverage the price action in gold. This morning, it is paying off. Find out what’s caused the move, how to manage (hopefully) your 9-18% gain, and why it isn’t too late to get in on this.
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Expectations for Jackson Hole did not meet reality in the best way possible. I heard a soft-pivot form Powell. For my immediate take on the Jackson Hole keynote, you know what to do.
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The sell-off in software has the attention of many. Palo Alto may have just reminded the market of the obvious: not all software is the same. For my take on what Palo Alto’s quarter signals for the software trade—and a definitive list of winners 🏆 and losers ❌ — you know what to do… 🖱️
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My thoughts on what the worst PPI in 3 years means for stocks: More Concentration.
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Did a 🌶️Habanero Hot 🔥 PPI just open the door for Q3 Volatility? Click around and find out why this matters and what level on the S&P 500 I’ll be watching over the coming weeks.
Gorilla With Glasses 