He bombed. Two words and the world went akilter. We get that. Visions blind us: a blocked Strait of Hormuz; $100 per barrel oil; a de-stabilized Iran and mullah revenge; our troops in harm’s way; and no end to Israel-Iran missile volleys. Monday’s reaction in the market? Always the same. Big institutions sell stocks, which…
My top 10 things to watch Monday, April 28 1. Wall Street was looking at a muted open today after last week’s bounce. Big Club earnings week: Meta Platforms , Amazon , Microsoft , and Apple . Who can mitigate the tariffs best? In the week ahead , we also have major jobs and inflation…
The stock market heads into Monday on a streak of volatility it just can’t seem to shake. What had been shaping up as a positive holiday-shortened week turned on a dime Wednesday when Federal Reserve Chairman Jerome Powell signaled concern that President Donald Trump ‘s tariffs could increase inflation and slow economic growth. Speaking at…
In a volatile moment for the market, we took a modified approach to our Monthly Meeting for April, with Jim Cramer and Director of Portfolio Analysis answering more questions from members than usual. We used their responses to put together a rapid-fire update on most stocks in the portfolio – and while a few names…
The chaos around tariffs continues to rattle global stock markets, as fears of higher costs and concerns over a potential economic slowdown weigh on investor sentiment. However, the pullback in several stocks due to these ongoing challenges has created an opportunity to pick attractive stocks trading at compelling levels. Top Wall Street analysts can help…
Our president, Donald Trump , tells us that “what we are doing is big,” so there might be economic consequences to come that we don’t like. But he can’t change the plan, whatever the heck the plan is. Our Treasury secretary, Scott Bessent, comes on CNBC and tells us that the economy has to detox…
My top 10 things to watch Thursday, March 6 1. Stocks are headed for a sharply lower open today as Wall Street’s optimism on tariff exemptions for automobiles yesterday has given way to more uncertainty and confusion. Initial jobless claims for last week came in slightly better than expected ahead of Friday’s employment report. 2….
My top 10 things to watch Wednesday, March 5 1. U.S. companies slowed hiring dramatically in February, according to ADP’s monthly private payrolls report. Only 77,000 jobs were added last month, roughly half the estimate and way below January’s upwardly revised 186,000. 2. Wall Street took the news in stride this morning ahead of Friday’s…
My top 10 things to watch Wednesday, Feb. 26 1. Nvidia earnings tonight: End of world or not? Is the investment case damaged by DeepSeek claims of a more efficient AI model? The Chinese startup’s advancement helps Nvidia, CEO Jensen Huang said last week. Analysts will get their first crack at speaking to Huang firsthand….
A trader works on the floor at the New York Stock Exchange on March 5, 2024. Brendan Mcdermid | Reuters Stock futures rose on Tuesday evening as investors contend with a fourth-straight day of losses for the S&P 500 and await earnings from artificial intelligence darling Nvidia. Futures tied to the Dow Jones Industrial Average…