stocks
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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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The lack of regulatory oversight in private credit was always a known risk, mitigating the probability it evolves into a systemic event. As we wrapped up last week, there was a scare in private credit. Don gives you his insight on what this means for the market, goes over the technical setups for another week…
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This week, the 9:25 delves into the renewed tensions shaping US-China trade dynamics. I make my case for a downside surprise on inflation and follow-up on what companies like Delta and McCormick reveal about the economy. With earnings season kicking off, I get you ready for the key players like JP Morgan and TSM. Finally,…
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As the government shutdown continues, I discuss how much patience the market has left for our elected officials and parry the current bubble argument. As for this week’s business, I prepare you for the Fed [Media] Take-Over, go over the slate of corporate earnings, and highlight a few names on my technical radar… including one…
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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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S&P 500 is trading around 22x, but the Fed is your friend. It is just as hard to buy this market as it is to sell it. However, that hasn’t stopped other parts of the market from waking up. Last week, for the first time since 2021, the Russell 2000 (R2K) — the small-cap index…
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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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😎 Hope you all enjoyed a relaxing Labor Day Holiday because it is officially September, the spookiest month for stocks seasonally! 👻 Check out this edition of the 9:25 so you don’t get tricked by job’s week and to find some portfolio treats in the earning’s roundup.
Gorilla With Glasses 