Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
International Value Stocks Present Opportunity, Dividends Best Avoided
June 3, 2025, 7:39 p.m.
Dollar General Earnings Beat, JOLTS
June 3, 2025, 11:15 a.m.
Powell Returns
June 2, 2025, 11:01 a.m.
The Contrarian Investment Portfolio: Status Entering June 2025
June 1, 2025, 11:23 p.m.
PCE Deflator
May 30, 2025, 10:55 a.m.
More Earnings
May 29, 2025, 11:16 a.m.
Nvidia Earnings
May 28, 2025, 11:03 a.m.
Some Earnings, Economic Data
May 27, 2025, 10:54 a.m.
Trouble in the Bond Market
May 22, 2025, 11:03 a.m.
Target Earnings Miss, Tax Wrangling in DC
May 21, 2025, 11:05 a.m.
Home Depot Earnings: Some Good News on Pricing (Inflation)
May 20, 2025, 10:47 a.m.
US Credit Downgrade, 'Tariffs On' Fears
May 19, 2025, 11:15 a.m.
Walmart Earnings Relief
May 15, 2025, 11:30 a.m.
Some Earnings
May 14, 2025, 10:52 a.m.
Consumer Prices, Earnings
May 13, 2025, 11:15 a.m.
China-US Trade Deal = Risk On
May 12, 2025, 11:11 a.m.
'Tariff On' Dips Create Buying Opportunities
May 9, 2025, 1:42 p.m.
Tariff Dips Create Buying Opportunities (Actionable Highlights Clip)
May 8, 2025, 4:54 p.m.
US-UK Trade Deal, More Earnings, Jobless Claims
May 8, 2025, 11:19 a.m.
Fed Day
May 7, 2025, 10:58 a.m.
AMD Earnings, Fed Eve
May 6, 2025, 11:09 a.m.
Film Tariffs, Earnings, Fed
May 5, 2025, 11:12 a.m.
Tariffs Have Changed 'Plumbing' of Global Finance -- Risks Are Real
May 2, 2025, 5:52 p.m.
Non-Farm Payrolls
May 2, 2025, 9:47 a.m.
The Contrarian Investment Portfolio: Status Entering May 2025
May 1, 2025, 2:25 p.m.