President Donald Trump’s first batch of executive orders and commentary since returning to the White House has wide-ranging implications for our stock portfolio. Upon taking office, a new president’s executive orders highlight the high-priority initiatives that their administration is clearly focused on addressing. Not all executive orders have serious “teeth” behind them, but plenty definitely…
Wall Street rediscovered its winning ways last week, thanks to some promising inflation data. Investors are now focusing on Donald Trump’s first week back in the White House and another bundle of earnings. It was no surprise to see relatively muted action last Monday and Tuesday, given markets were reeling from a hot December jobs…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market moves: Stocks were poised to close out the week on a strong note. Friday’s gains put the S & P 500 on track for a…
My top 10 things to watch Monday, Dec. 16 1. Club name Honeywell said it is weighing a separation of its aerospace business split, exactly what activist investor Elliott wants. Would be huge for us. Another update on Honeywell’s strategic review will come alongside its fourth-quarter earnings release. Shares rose more than 3% Monday. 2….
My top 10 things to watch Thursday, Dec. 12 1. The Nasdaq was looking modestly lower Thursday after closing above 20,000 for the first time ever in the prior session. The tech-heavy index jumped nearly 1.8% on Wednesday, boosted by record closes for Tesla as well as Club names Amazon, Meta Platforms , and Alphabet…
Maybe new investors don’t care about valuations. Maybe new exchange-traded funds can take Wall Street by storm. Maybe insiders aren’t in a hurry to sell. Maybe earnings are going to be much better than we think. Maybe some part of the market mechanics has broken down. Or, maybe the whole market has a new expectation…
My top 10 things to watch Friday, Dec. 6 1. The November jobs report came in strong, with 227,000 jobs added versus the Dow Jones consensus estimate for 214,000. The unemployment rate ticked up to 4.2%, as expected. Stock futures were little changed ahead of the report and moved up slightly after it hit. The…
Feeling shut out of this hot market? Maybe some FOMO — fear of missing out. You’re not alone. The S & P 500 keeps plowing through record highs in the first week of December after November posted the best monthly gains of the year. All that buying, however, has pushed the market into overbought territory,…
My top 10 things to watch Friday, Nov. 8 1. The Wall Street rally on Donald Trump’s election victory was taking a breather Friday morning. The S & P 500 and Dow Jones Industrial Average , on pace for their best weeks in a year, were poised for muted opens. The Nasdaq was set to…
CNBC’s Jim Cramer reviewed Monday’s market action, saying the session’s moves reflect investors who feel Vice President Kamala Harris could win the presidency, even as the race remains deadlocked in the polls on the eve of Election Day. “I’m not sure the market’s right about what a Harris presidency would mean for business, but at…