Listen to the audio version of this article (generated by AI). In the summer of 1919, then-Lieutenant Colonel Dwight D. Eisenhower set out on a journey from Washington, DC, to San Francisco. Today, you could make that trip in about 45 hours of driving time, or about 4-5 days depending on how much you chose ...
Earnings, the Fed, the midterms and more could give small caps a lift. How my nine-signal system helps me narrow the field. Listen to the audio version of this article (generated by AI). On October 31, 1991, three powerful weather systems collided over the North Atlantic Ocean. A hurricane, a cold front and a nor’easter. ...
Wall Street has crowned a winner in the obesity-drug race, but it might be too early to celebrate. Listen to the audio version of this article (generated by AI). Editor’s Note: As my friend and colleague Eric Fry notes in the piece I’m sharing today, a rising stock market doesn’t mean it’s full of good ...
This Week It was a slow week for data (no offense, PMIs), so markets were once again focused on the artificial intelligence (AI) trade and developments in the Iran conflict. AI stocks sell off as mega-cap earnings beats aren’t enough to offset costs concerns. We got earnings beats from mega-caps SPCX, TSLA and META (after ...
SpaceX and Tesla’s earnings tell an interesting story. But that’s only part of the picture… Listen to the audio version of this article (generated by AI). Elon Musk has done some incredible things over the years. He’s helped revolutionize the auto industry, made reusable rockets a reality and built the world’s largest satellite internet network. ...
The railroads built the network. Someone else made a fortune using it. Listen to the audio version of this article (generated by AI). Editor’s Note: When my friend and colleague Eric Fry makes a bold call, I pay attention. And I think you should, too. You see, Eric and I don’t always agree on everything. ...
A drugmaker trading at less than half its rival’s earnings multiple could be worth a closer look. Listen to the audio version of this article (generated by AI). Hello, Reader. In October 2003, the Brian Jonestown Massacre released a song called “A New Low in Getting High.” The California retro-rock band wasn’t singing about the ...
Listen to the audio version of this article (generated by AI). AI’s canary starts coughing… Luke’s Peak Watch ticks higher… when the boom turns, who gets hurt?… Corning vs. Humana, revisited… the two-week gauntlet to November 4 Last week, Elon Musk summed up the AI trade’s latest scare in a single word… He was reacting ...
Eric Fry’s case for looking outside the U.S. – and ideas for how Listen to the audio version of this article (generated by AI). An ugly week for the AI trade… Eric Fry on why “familiar isn’t safe”… Brian Hunt’s Brazil call keeps paying… Jonathan Rose eyes AI at a discount Eight straight sessions. That’s ...
I want to show you what I’ll be watching as several more market-moving companies prepare to report. My favorite time of year – earnings season – is officially underway, folks. Judging by the volatility we’ve seen in the market recently, it came right on time. Last week was a painful one for the technology industry. ...
