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Stocks Conclude The Week On A Softer Note Friday, July 11, 2025 – ( $BTC $MCD $NVDA $TSLA Rise!)

The U.S. equity markets con...

Jul 11, 2025 View Article

The U.S. IPO Market: Back in the Spotlight, With a Dash of Drama: Time to ‘Chime’ In? ( $CHYM $CRWV $ETOR )

A Comeback Worth Cheering After a long stretch that could best be described as a financial siesta, the U.S. IPO market is finally stretching its legs and putting on a show. As of June 11, 2025, U.S. IPOs have raised a robust $25.36 billion—leaving last year’s $18.22 billion and 2023’s $...

Jun 12, 2025 View Article

U.S. Stocks Rebound Significantly Higher During Dizzying Week – ( $AAPL $EPRX $GLD $INDP $JPM $LTRB $NVDA $SMMT $TSLA Rise!)

Wall Street wrapped up one of its most volatile weeks in recent memory with a flourish, as major indices staged a strong rally on Friday to cap off a rollercoaster ride fueled by trade tensions, tariff drama, and shifting investor sentiment. The ...

Apr 12, 2025 View Article

Global Tariff Ridden Fears Escalate As The Stock Market & Interest Rates Meltdown This Week – ( $CXAI $VIX Rise!)

Wall Street had a tumultuous week, culminating in a dramatic sell-off that left investors clutching their portfolios with white-knuckled intensity. Amid escalating trade tensions caused by the White House's move to award tariffs to all countries an...

Apr 04, 2025 View Article

Energy, Financials & Uncertainties Surge In Contrast To Broader Market Downturn This Week – ( $ADT $CAR $GLD $SER $SLNO $SMMT $VIX Rise!)

Wall Street experienced significant volatility during the week ending March 28, 2025, as investors grappled with inflation concerns, potential new tariffs, and mixed economic signals, leading to substantial declines across major stock indexes. In...

Mar 29, 2025 View Article

Stocks Fall Significantly This Week Despite Friday’s Robust Rally – ( $BTC $GLD $MODD $NVDA $RGTI $SMMT $ULTA $VIX Rise!)

The stock market experienced a tumultuous week ending March 14, 2025, with major U.S. indices posting losses amid concerns over trade policies and economic slowdown, despite a strong rally on Friday that saw the S&P 500 climb more than 2.1%. Th...

Mar 15, 2025 View Article

Stocks Surf Tumultuous Tariff Ridden Waters This Week – ( $GOVX $EPRX $MODD $RGTI $VIX Rise!)

The stock market experienced a tumultuous week ending March 7, 2025, with major indices logging significant declines amid escalating trade tensions and growing concerns about economic growth. The implementation of new tariffs and disappointing econ...

Mar 08, 2025 View Article

U.S. Major Stock Indices Show Resilience Amid Ongoing Economic Uncertainties To Close Out February – ( $ADT $AES $EPRX $INDP $SER $SOUN $TM Rise!)

As February 2025 drew to a close, the stock market exhibited a mixed performance, with major indices showing resilience amid ongoing economic uncertainties. The S&P 500 concluded the week with a 1.6% gain, though it still registered a 1.4% decl...

Mar 01, 2025 View Article

Unsettling Tariffs, Growth Fears, Steer Stocks Significantly Lower This Week – ( $CELH $EPRX $INDP $LNVGY $MRNA $PONY $TME $VICR Rise!)

U.S. stocks experienced their worst decline of 2025 on February 21, with the Dow Jones Industrial Average tumbling over 700 points amid mounting concerns about inflation, tariffs, and weak economic data. S&P 500 Record Highs The S&P 5...

Feb 21, 2025 View Article

Information Technology Sector Leads The U.S. Stock Markets This Week – $ABNB $ADT $CSCO $EPRX $INDP $ROKU $SER $SMMT $TSLA Rise!

The week ending February 14, 2025, saw notable gains across major equity indices, driven primarily by strong performance in mega-cap stocks. The Vanguard Mega Cap Growth ETF (MGK) climbed 2.5%, reflecting robust buying in the sector. The S&P 500, a market-...

Feb 15, 2025 View Article

A Week of Whiplash: Tariffs, Tantrums, and Treasury Twists For The Stock Market – $AFRM $EPRX $LTRN $PLTR $SPOT $UBER Rise!

Wall Street’s rollercoaster hit loop-de-loops this week as investors juggled tariff turmoil, inflationary jitters, and a tech earnings letdown. By Friday’s closing bell, the S&P 500 had shed 0.4%, the Nasdaq dipped 0.5%, and the Dow Jones Industrial Av...

Feb 08, 2025 View Article

US Stocks See Tumultuous Week With DeepSeek, Tariffs, FOMC & Earnings In View – $ADT $IBM $SBUX $SER Rise!

U.S. stock markets experienced a relatively tumultuous week ending January 31, 2025, marked by the emergence of Chinese AI startup DeepSeek, which triggered a significant selloff in tech stocks and prompted investors to reassess their positions in the AI secto...

Feb 01, 2025 View Article

Stock Market Sees Robust Weekly Gains Powered By AI Infrastructure “Stargate” Investment – $ADT $LTRN $MODD $NFLX $ORCL $RKLB Rise!

The stock market experienced a robust MLK-holiday shortened week ending January 24, 2025, with major indices posting gains amid President Donald Trump's inauguration and a flurry of market-moving events, including the S&P 500 reaching new record highs and ...

Jan 25, 2025 View Article

Stock Market, Financials Fly Ahead of Donald Trump’s Presidential Inauguration – $EPRX $SER Rise!

The U.S. stock markets rallied to close out their strongest week since early November, with the S&P 500 and Dow Jones Industrial Average posting significant gains ahead of Donald Trump's presidential inauguration. The S&P 500 surged 2.9% for the week e...

Jan 19, 2025 View Article

Russell 2000 Leads The Stock Market To Begin 2025 – $LTRN $MODD $NVDA $QCOM $RKLB $RGTI $TSLA Rise!

The U.S. stock market ended the first week of 2025 on a positive note, with major indices rebounding from a sluggish start to the year as technology stocks led a rally on Friday. Russell 2000 Leads Gains The Russell 2000 index, represen...

Jan 04, 2025 View Article

Modest Gains For Santa Clause Rally Holiday Shortened Week – $AVGO $EPRX $LLY $LTRN $MODD $NVDA $RGTI $RKLB $SER $TSLA Rise!

As the "Santa Claus rally" period kicked off, U.S. stock markets wrapped up a holiday-shortened week with modest gains, with the S&P 500, Dow Jones Industrial Average, and Nasdaq Composite all posting increases despite thin trading volumes. Santa Claus Rally Gains ...

Dec 28, 2024 View Article

Stocks Enjoyed Weekly Holiday Season Drop As Fear & Interest Rates Jumped – $RKLB $SER $VIX Rise!

The stock market experienced a dramatic downturn, with a particularly steep decline on Wednesday. This sudden shift in market sentiment was triggered by the Federal Reserve's communication, which suggested a more cautious approach to future rate cuts, emphasizing the need for fur...

Dec 21, 2024 View Article

NASDAQ Breaks 20K Mark With Mixed Macroeconomic Reports & Fed Decision In View – $EPRX $MSTR $RKLB Rise!

Inflation Data and Rate Cut Expectations November's economic data painted a complex picture, with the Consumer Price Index (CPI) rising to 2.7% year-over-year and core CPI holding at 3.3%, still above the Fed's 2% target. The Producer Price Index (PPI) showed unexpected acceleration, cl...

Dec 14, 2024 View Article

Bitcoin, AI & Mega Cap Stocks Celebrated This Week – $AAPL $AMZN $BTC $INDP $LTRN $MGK $TSLA Rise!

The week ending December 6, 2024, saw the stock market's performance heavily influenced by mega-cap stocks, with the Vanguard Mega-Cap Growth ETF (MGK) surging an impressive 3.7%. This rally was led by tech giants like Apple (AAPL, +2.32% over last 5-days), NVIDIA (NVDA, +3.03% over th...

Dec 08, 2024 View Article

Stocks End November With Impressive Gains As Tariffs Loom – $ADT $BE $BTC $LTRN $RKLB $TSLA Rise!

As 2024 draws to a close, Wall Street reflects on a year of somewhat unexpected and amazing gains and looming uncertainties, with the S&P 500 poised for one of its best annual performances in history. Stock Indices Performance The major indices capped off November with impressive g...

Nov 30, 2024 View Article

Bitcoin, SmallCap, & MidCap Stocks Surge This Week – $BE $BTC $EPRX $MSTR $OKLO $RKLB $WMT Rise!

U.S. stock markets ended the week on a high note, with the Dow Jones Industrial Average setting a new record and major indexes posting their fifth consecutive day of gains, driven by strong retail earnings and ongoing investor optimism. Small and Mid-Cap Surge In a notable shift of m...

Nov 23, 2024 View Article

Surging Stock Market Reverses After Cautious Fed & Righteous RFK Healthcare Shockwaves Hit – $BE $PLTR $RKLB $VIX Rise!

The stock market experienced a pullback in the week ending November 15, 2024, with the S&P 500 closing 2.1% lower despite hitting a record high above 6,000 earlier in the week. The decline was influenced by various factors, including cautious remarks from the Federal Reserve chair and ...

Nov 16, 2024 View Article

Tesla Flys As U.S. Stocks Conclude Most Successful Week In A Year – $ADT $EPRX $INDP $LTRN $MODD $NVDA $OKLO $RKLB $TSLA Rise!

U.S. stocks concluded their most successful week in a year, with major indexes hitting record highs following Donald Trump's presidential election victory and the Federal Reserve's decision to cut interest rates. The relief factor of an uncontested election, combined with expectations of p...

Nov 09, 2024 View Article

The Numbers Game: Wall Street’s Weekly Scorecard & More – $AMZN $DELL $EPRX $OKLO $RKLB Rise!

As the U.S. presidential election approaches, investors are closely watching two key economic indicators: corporate earnings and the labor market. Despite potential election-related volatility, recent data suggests a moderating but still positive economic outlook, with earnings growth on t...

Nov 02, 2024 View Article

Interest Rates & Tesla Fly While Indices Drop Widely This Week – $ADT $EPRX $MODD $NVDA $OKLO $RKLB $TSLA Rise!

As the curtain fell on another thrilling week in the stock market soap opera, investors found themselves on a rollercoaster ride that would make even the most seasoned theme park enthusiast queasy. After six weeks of gains that had the S&P 500 and Dow Jones Industrial Average strutting their s...

Oct 26, 2024 View Article

Large, Small & Micro Cap Stocks Charge Higher This Week – $ADT $INDP $MODD $OKLO $NVDA $RKLB $TSMC Rise!

It seems Wall Street decided to throw a week-long party, and all the major indices were invited! Let's break down the festivities: Dow Jones Industrial Average: The Life of the Party The Dow Jones Industrial Average was the star of the show this week, strutting its stuff with a 0.9% gain. It's ...

Oct 19, 2024 View Article

Stocks Rally Friday To Salvage The Volatile Week – $EPRX $JOBY $MODD $NVDA $RKLB $VIX Rise!

U.S. stock markets rallied on Friday following a surprisingly strong jobs report, erasing earlier losses and capping off a volatile week marked by geopolitical tensions and economic uncertainties. U.S. Jobs Report Upside The U.S. labor market delivered a pleasant surprise in September, with ...

Oct 05, 2024 View Article

Chinese Dragon Stimulus Roars As Large Caps Surge To Records This Week – $AAPL $ADT $BABA $JD $NVDA $RKLB $TSLA Rise!

The stock market experienced a mixed week ending September 27, 2024, with the S&P 500 reaching new highs while investors reacted to cooling inflation data and potential Federal Reserve rate cuts. As the S&P 500 inched up 0.1%, securing its third consecutive record-high closing week, the Do...

Sep 28, 2024 View Article

Stocks See Dazzling Fed Induced Weekly Move – $AAPL $ADT $BTC $EPRX $LUNR $TSLA Rise!

The financial markets put on a dazzling performance this week, with major indices strutting their stuff like runway models. The Dow Jones Industrial Average sashayed up 1.6% to 42,063 and a new record high, while the S&P 500 and NASDAQ twirled 1.4% and 1.5% higher, respectively. These impressi...

Sep 21, 2024 View Article

Tech Led Stock Market Sees Sizable Weekly Gains With Fed In the Wings – $AAPL $AMZN $EPRX $INDP $LTRN $MODD $NVDA $SMMT Rise!

The stock market in September has been experiencing a rollercoaster of highs and lows, with tech giants like NVIDIA leading the charge in AI advancements, while biotech companies like Summit Therapeutics have made unexpected breakthroughs, all against the backdrop of the Federal Reserve's interest...

Sep 14, 2024 View Article

Stock Market’s September Slump & The Rollercoaster Ride Ahead – $APLD $EPRX $MODD $TSLA $VIX Rise!

Wall Street kicked off September with a resounding thud, as the S&P 500 plummeted 4.2% to close out its worst week since March, 2023. The Dow Jones Industrial Average and Nasdaq Composite joined the pity party, tumbling 2.9% and 35.8% respectively. The small caps also proved to be no place to...

Sep 07, 2024 View Article

Vista Partners’ Labor Day Weekend Stock Market Wrap – $AXON $GS $INDP $INTC $LLY $MODD $SBUX Rise!

As Wall Street wrapped up a mixed week ahead of the Labor Day holiday and ended the August market schedule, investors were treated to a financial rollercoaster ride of sorts that saw the Dow Jones Industrial Average reach new heights while tech stocks stumbled, setting the stage for an intrigu...

Aug 31, 2024 View Article

The Fed’s Jackson Hole Moves Boost Stocks To End The Week – $AAPL $EPRX $LTRN $MODD $NVDA $SBUX $TSLA Rise!

As markets eagerly anticipated Federal Reserve Chair Jerome Powell's speech at the Jackson Hole symposium, U.S. stock indices closed the week ending August 23, 2024, with modest gains on the high end of the market and outside gains on the lower end, reflecting investor optimism about potential...

Aug 24, 2024 View Article

Optimism Returns, Stocks Fly Higher This Week: Soft Inflation, Soft Landing? – $AAPL $ADT $GEDC $K $LTRN $MODD $NVDA $SBUX $WMT Rise!

The U.S. economy appears to be navigating a delicate balance between cooling inflation and sustained growth, sparking optimism about a potential "soft landing" scenario. Recent data showing moderating inflation and resilient economic indicators have buoyed market sentiment, with major stock in...

Aug 17, 2024 View Article

Stock Market’s Wild Weekly Ride Ending August 9, 2024 – $ADT $DOCS $EPRX $LTRN $MODD Rise!

Happy Weekend! I hope you had a wonderful week wherever August has delivered you. I had a great week back in San Francisco at the home office and enjoyed the foggy existence that summer brings to you when you live in The City by the Bay. Dramatic Market Drop The stock market experienced...

Aug 10, 2024 View Article

Interest Rates, Stocks Dive As Volatility Soars! – $AAPL $EPRX $GLD $VIX Rise!

Happy Weekend! I hope you had a wonderful week where the summer landed you. I had a great week hanging out in Sonoma on a ranch enjoying a slower reality, while the world continued to spin in many different and volatile directions and the Olympics in Paris pushed forward with exciting performance...

Aug 03, 2024 View Article

Wall Street’s Wild Ride: From Tech & Political Turmoil To Dow Delight This Week – $MMM $EPRX $MODD $LTRN $VIX $VKTX Rise!

Happy Saturday! I hope has proceeded as planned or better than you could have expected. I pent the week in San Franciscos Overall, the week was characterized by a rotation out of large-cap tech stocks and into smaller companies, reflecting shifting investor sentiment and concerns about economic con...

Jul 27, 2024 View Article

Small Caps Rise, Banks, Volatility Jump, Mega Tech Stocks Crash This Week – $ADT $BTC $KRE $VIX Rise!

Quote of the Day: "When in doubt, don't." - Benjamin Franklin Happy Saturday! I hope that you had a successful week. As for me, I spent the week in wonderful Wilmington, NC where I was busy meeting with investors that have joined our sister organization, Tribe Public w...

Jul 20, 2024 View Article

Dow 30, S&P 500, & Nasdaq Close At/Or Near Record Highs While The Economy Cools – $ACHR $ADT $EPRX $INDP $IWC $LTRN $MODD $QS $XBI Rise!

Quote of the Day: "The traveler sees what he sees, the tourist sees what he has come to see." - Gilbert K. Chesterton Happy Saturday! I hope that you had a successful week. As for me, I spent the week back in San Francisco and co-hosted a Tribe Public CEO Presentation a...

Jul 13, 2024 View Article

NASDAQ, S&P 500, Tesla Charge Higher During July 4th Holiday-Shortened Campaign – $AAPL $ACHR $META $MSFT $NVDA $TSLA Rise!

Quote of the Day: "The only true wisdom is in knowing you know nothing." - Socrates Happy Sunday! I hope that you had a marvelous week. As for me, I had a great week back in the midwest celebrating the 4th in Evansville, Indiana. I enjoyed reconnecting with friends and ...

Jul 07, 2024 View Article

Tech Laden NASDAQ Leads 1H/2024 As Russell 2000 Turns Positive – $AMC $AMZN $AAPL $GME $LTRN $MODD $TSLA Rise!

Quote of the Day: "The home is the chief school of human virtues." - William Ellery Channing Happy Saturday! I hope that you had a ridiculously amazing week. As for the broad stock market this week, the small caps on the Russell 2000 experienced a very positive week a...

Jun 29, 2024 View Article

Dow 30, Large Caps Lead During Holiday-Shortened Week – $ADT $AMZN $CRM $GOOG $SRPT $VIX Rise!

Quote of the Day: "There are two ways of spreading light: to be the candle or the mirror that reflects it." - Edith Wharto Happy Saturday! I hope that you had a fantastic holiday-shortened week. As for the broad stock market this week, large cap equities on the Dow 30...

Jun 22, 2024 View Article

Nasdaq & S&P 500 Stocks Leap Forward This Week As Yields & Inflation Fall – $AAPL $EPRX $INVO $LGVN $MODD $MSFT $NVDA $TEM $TSLA Rise!

Quote of the Day: "Be brave. Take risks. Nothing can substitute experience." - Paulo Coelho Happy Saturday! I hope that you had an enjoyable week. As for me, I spent the week traveling to and from Nashville to co-host two of our sister firm, Tribe Public (www.tribepubli...

Jun 15, 2024 View Article

Roaring Kitty Surfaces While Large Caps & AI Stocks Move Higher This Week – $ADT $AMZN $AAPL $GME $MSFT $NVDA $XBI Rise!

Quote of the Day: "There are no shortcuts in evolution." - Louis D. Brandeis Happy Saturday! I hope that you had a wonderful week & that it proved to be profitable one as well. As for me, I spent the week traveling to and from Nashville and Boston meeting with a number...

Jun 08, 2024 View Article

Stock Market Ends May With A Bang – $AAPL $INDP $MODD $NVDA $SHIP $TSLA Rise!

Quote of the Day: "A friend may well be reckoned the masterpiece of nature." - Ralph Waldo Emerson Happy Saturday! I hope that you experienced amazing success this week wherever the world landed you. I spent the balance of the holiday-shortened week getting back to natur...

Jun 01, 2024 View Article

‘Higher For Longer’ & NVIDIA Results Stories Ruled The Stock Market This Week – $INDP $LTRN $META $NVDA $TSLA Rise!

Quote of the Day: "Nature uses as little as possible of anything." - Johannes Kepler Happy Saturday! I hope that you experienced great success this week and are out and about enjoying the Memorial Day Weekend. As for me, I spent the week in San Francisco meeting with a nu...

May 25, 2024 View Article

Major Stock Market Indices Fly To Fresh Record Highs This Week – $AAPL $GLD $INDP $LTRN $MODD $SHIP $SIL $XBI $TSLA Rise!

Quote of the Day: "Every new beginning comes from some other beginning's end." - Seneca Happy Saturday! I hope drove higher for you this week. As for me, I reminded in San Francisco over the course of the week after traveling to SoCal and Nashville over the last few weeks...

May 18, 2024 View Article

Stocks Make Strong Weekly Move As Yields Stall – $ADT $INDP $LTRN $META $MODD $SHIP $SIL Rise!

Quote of the Day: "Nothing ever becomes real till it is experienced." - John Keats Happy Saturday! I hope that your weekly endeavors proceeded without a hitch. As for me, I travelled to and from Costa Mesa and Newport Beach to co-host three of our sister organization’s ...

May 11, 2024 View Article

Fed Powered Stock Market Surges This Week As Earnings Rollout & Rates Move Lower- $ADT $AAPL $AMGN $CVNA $IBRX $LTRN $MODD $TSLA $XBI Rise!

Quote of the Day: "Nothing ever becomes real till it is experienced." - John Keats Happy Saturday! I hope that all went for you and yours this week. As for me travelled to an from Nashville, Tennessee co-hosting two of our sister organization’s Tribe Public LLC CEO Pre...

May 04, 2024 View Article

Nasdaq Strongly Rebounds As Tesla, Alphabet, & NVIDIA Jump Double Digits This Week – $ADT $AAPL $ARKK $GOOG $IBRX $IWC $NVDA $SHIP $TSLA Rise!

Quote of the Day: "Nobody who ever gave his best regretted it." - George Halas Happy Saturday! I hope that you all had a successful week and are out and about enjoying your weekend. As for the broad stock market, equities overall closed higher this week with the Nasdaq...

Apr 27, 2024 View Article

Geopolitical Tensions & Fed Fears Crushed The ‘Magnificent 7’ Stocks This Week – $AXP $BTC $ELV $GLD $MODD $NKE Rise!

Quote of the Day: "No matter what people tell you, words and ideas can change the world." - Robin Williams Happy Saturday! I hope that you all managed to find many ways to build your wealth in the markets and otherwise. As for the broad stock market, equities overall clo...

Apr 20, 2024 View Article

Stocks Drop As Interest Rates & Fears Pop This Week – $AAPL $ADIL $GOOG $INDP $LPTX $RENT $SIL $TSLA $VIX Rise!

Quote of the Day: "A leader is one who knows the way, goes the way, and shows the way." - John C. Maxwell Happy Saturday! I hope you all had a marvelous week and that you are out and about enjoying a wonderful spring weekend. As for the broad stock market, equities overa...

Apr 13, 2024 View Article

Gold, Silver, Interest Rates, Oil, Fear, & Stock Volatility Jumped This Week – $GLD $INDP $META $SIL $VIX Rise!

Quote of the Day: "They always say time changes things, but you actually have to change them yourself." - Andy Warhol Happy Saturday! I hope you all had a great week and that you managed to build you knowledge and your net worth. As for the broad markets, stocks overall...

Apr 06, 2024 View Article

Fed Serves Dovish Tone & Stocks Rock Higher This Week – $ADT $ALAB $GOOG $INDP $INVO $LTRN $MODD $NVDA Rise!

Quote of the Day: "Success is the sum of small efforts - repeated day in and day out." - Robert Collier Happy Saturday! I hope you all had a great week and that you managed to increase your wealth. As for the broad markets, the stocks overall closed significantly high...

Mar 23, 2024 View Article

Interest Rates & Oil Surge While Stocks Drift Lower This Week – $AAPL $GOOG $LTRN $MSFT $SIL Rise!

Quote of the Day: "The secret of happiness is something to do." - John Burroughs Happy Saturday! I hope you all had a marvelous week in the markets and all is good in your part of the world. As for the broad markets, the stocks overall ended flat to lower this week across...

Mar 16, 2024 View Article

Large Caps Pullback While The Smalls Spring Foward This Week – $INDP $LTRN $META $NVDA $PLTR $SIL $SMCI Rise!

Quote of the Day: "The world of reality has its limits; the world of imagination is boundless." - Jean-Jacques Rousseau Happy Saturday! I hope you all had a wonderful week in the markets and otherwise. As for the broad markets, the large cap stocks overall pulled back, w...

Mar 09, 2024 View Article

NASDAQ Leaps To All-Time New High As AI, Russell 2000, Biotech, & Bitcoin Sprint This Week – $AMZN $CRM $INDP $INVO $LTRN $META $MODD $NVDA $TSLA $XBI Rise!

Quote of the Day: "The world of reality has its limits; the world of imagination is boundless." - Jean-Jacques Rousseau Happy Saturday! I hope you all had a great week and that you manage to grow your wealth in many ways during this Leap year and as we completed the first trading day of ...

Mar 02, 2024 View Article

Magnificent Seven & AI Stock Mania Led Robust Large Cap Weekly Advance – $INDP $INVO $META $MODD (+41.83%) $NVDA $SHIP $XBI Rise!

Quote of the Day: "You begin with the possibilities of the material." - Robert Rauschenberg Happy Saturday! I hope you all had a fantastic week. As for me, I hunkered down here in San Francisco after President's Day, successfully catching my breath post a solid period of traveling...

Feb 24, 2024 View Article

Large Caps See Roller Coaster Ride As Interest Rates & Russell 2000 Move Higher – $ARKK $IWC $IYH $META $NVDA $TSLA $XBI Rise!

Quote of the Day: "You begin with the possibilities of the material." - Robert Rauschenberg Happy Saturday! I hope you all had a fantastic week. As for me, I once again spent the first part of the week in San Francisco meeting with CEO's of some interesting companies, prospective ...

Feb 17, 2024 View Article

S&P 500 Surpasses 5k As Interest Rates Jump This Week – $ADT $ARKK $BTC $GOOG $INDP $IWC $NVDA Rise!

Quote of the Day: "The only Zen you can find on the tops of mountains is the Zen you bring up there." - Robert M. Pirsig Happy Saturday! I hope you all had a great week. As for me, I spent the first part of the week in San Francisco meeting with CEO's of some interesting companie...

Feb 10, 2024 View Article

Large Caps Soar To Fresh Record Highs As Interest Rates & Oil Prices Pullback – $AMZN $DECK $INDP $LTRN $META $MRK Rise!

Quote of the Day: "The only Zen you can find on the tops of mountains is the Zen you bring up there." - Robert M. Pirsig Happy Saturday! I hope you all had a great week. As for me, I travelled to Dallas, Texas this week to co-host two Complimentary CEO Presentation and Q&A Di...

Feb 03, 2024 View Article

Soft Landing & AI Rhetoric Fuels Weekly Stock Market Gains – $ADT $BFRG $CRBP $DECK $LTRN $MODD $MSFT $NVDA Rise!

Quote of the Day: "Leadership is the capacity to translate vision into reality." - Warren Bennis Happy Saturday! I hope you all had a great week. I spent this week in San Francisco, but will be heading out to Dallas, Texas next week to co-host two Complimentary CEO Presentation a...

Jan 27, 2024 View Article

Dow, S&P & AI Stocks Soar To Record Highs As Interest Rates Jump This Week – $AAPL $BFRG $DECK $INDP $LTRN $NVDA Rise!

Quote of the Day: "A man should always consider how much he has more than he wants." - Joseph Addison Happy Saturday! I hope you all had a fantastic week. I am happy to report that I flew to Miami and West Palm Beach, FL for the first time since Covid reared its ugly head or nearl...

Jan 20, 2024 View Article

Yield Curve & Small Caps Pull Back While Large Caps Rise This Week – $INDP $SONO $STNE Rise!

Quote of the Day: "You can't expect to hit the jackpot if you don't put a few nickels in the machine." - Flip Wilson Happy Saturday! I hope all proceeded as planned or even better in this second week of the new year. As for the broad markets, the large caps faired fairly well, h...

Jan 13, 2024 View Article

Interest Rate & Red Sea Worries Increase While Stocks Suffer To Begin 2024 – $INDP $IYH $META $MODD $MRNA $NVS $SHIP $VYGR Rise!

Quote of the Day: "Happiness is good health and a bad memory." - Ingrid Bergman Happy Saturday & HNY! I hope all went for you during this first week of 2024. As for the broad markets, the end of 2023's Santa Rally was met by a grinch of sorts that came in the form of worri...

Jan 06, 2024 View Article

Santa Rally Proves Positive While Interest Rates & Oil Prices Drop Into The New Year – $ADT $DECK $LTRN $MODD $SHIP $STNE $XBI Rise!

Quote of the Day: "We pass through this world but once." - Stephen Jay Gould Happy Saturday! I hope that you had a great last week of 2023 and are out enjoying your long New Year's Holiday Weekend. As for the broad markets, the Santa Rally continued to produce profits for many...

Dec 30, 2023 View Article

Growth & Biotech Stocks See Outsized Gains As Interest Rates Drop This Week – $ARKK $GOOG $KRTX $MODD $STNE $XBI Rise!

Quote of the Day: "Christmas waves a magic wand over this world, and behold, everything is softer and more beautiful." - Norman Vincent Peale Happy Saturday! I hope that you had a marvelous week and are out and about enjoying this holiday season. As for the broad markets, stoc...

Dec 23, 2023 View Article

The Fed Provides Holiday Dovish Gift For Investors This Week – $ADT $ARKK $LTRN $SHIP $SONO $STNE $XBI Rise!

Quote of the Day: "Nothing can have value without being an object of utility." - Karl Marx Happy Saturday! I hope that you had a great week my friends. As for the broad markets, stocks, especially growth oriented equities, seemed to be blessed once again after The Fed moved to...

Dec 16, 2023 View Article

Large Caps Overall Positive This Week

Quote of the Day: "Always turn a negative situation into a positive situation." - Michael Jordan Happy Saturday! I hope that you had a great week wherever the world took you. As for the broad markets this week, large caps stocks overall had a positive, albeit modest gain of we...

Dec 09, 2023 View Article

Growth Stocks, Biotech & Bitcoin Leap Ahead As Interest Rates Dive This Week – $ADT $INDP $MODD $SHIP $STNE $XBI Rise!

Quote of the Day: "Courage is found in unlikely places." - J. R. R. Tolkien Happy Saturday! I hope you had a productive week. As for the broad markets this week, stocks overall had a positive move broadly as we closed out a mor than solid November and kicked off the last month ...

Dec 02, 2023 View Article

3M Declares $1.50 Per Share Dividend For Q4 2023 – $MMM $DIA $SPY $MODD

As per reports, the Board of Directors at 3M (MMM) announced a dividend of $1.50 per share on the company's common stock for the fourth quarter of 2023. Shareholders of record as of November 17, 2023, will receive the dividend on December 12, 2023. 3M has maintained an unbroken record of paying divi...

Nov 28, 2023 View Article

Thanksgiving Holiday-Shortened Week Ends With A Win – $DECK $INDP $LTRN $MODD $SHIP $SONO $STNE Rise!

Quote of the Day: "One that would have the fruit must climb the tree." - Thomas Fuller Happy Saturday! I hope all proceeded along a positive trend this week for you and yours. As for the broad markets this week, stocks moved higher albeit on lower trading volume totals, but neve...

Nov 25, 2023 View Article

Growth, Small, & MicroCap Stocks Lead The Way This Week – $ADT $ARCC $IWC $LTRN $PEN $SONO $TSLA $XBI Rise!

Quote of the Day: "Someone is sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett Happy Saturday! I hope all proceeded along a positive trend this week for you and yours. As for the broad markets this week, stocks saw a significantly posi...

Nov 18, 2023 View Article

Magnificent Seven & Large Caps Lead Weekly Gains As Small Caps Pull Back – $AAPL $BTC $DECK $INVO $LTRN $NVDA Rise!

Quote of the Day: "We relish news of our heroes, forgetting that we are extraordinary to somebody too." - Helen Hayes Happy Saturday! I hope that you had a wonderful week and that you are enjoying a weekend with you and yours that is exceeding your expectations. After last wee...

Nov 11, 2023 View Article

The Stock Market Produces Broad Outsized Gains This Week As Interest Rates Surf South – $ADT $AMZN $AAPL $DECK $INDP $LTRN $NVDA $XBI Rise!

Quote of the Day: "A life spent making mistakes is not only more honorable, but more useful than a life spent doing nothing." - George Bernard Shaw Happy Saturday! I hope that you had a wonderful week and are out an about enjoyable an amazing weekend. As for the broad markets this week,...

Nov 04, 2023 View Article

S&P 500 Legs Lower Into Correction Territory This Week – $AMZN $DECK $INVO $MSFT $SIL $VIX Rise!

Quote of the Day: "Everything in the world may be endured except continual prosperity." - Johann Wolfgang von Goethe Happy Saturday! I hope that you had a great week and that you are out enjoying yourself in a safe a prosperous area of the world. As for the broad markets this week, in...

Oct 28, 2023 View Article

10-Year Yield, Geopolitical Uncertainty, & Volatility Jump As Stocks Selloff This Week – $BTC $INDP $LBRT $NFLX $OLK $SIL $VIX Rise!

Quote of the Day: "Nine-tenths of wisdom is being wise in time." - Theodore Roosevelt Happy Saturday! I hope that you had a marvelous week. As for the broad markets this week, investors were were once again besieged with a number of issues including global geopolitical uncertainty and...

Oct 21, 2023 View Article

Visa To Release Fiscal Q4 & Full Year 2023 Financial Results On October 24 – $V $DIA $SPT $INDP $LTRN

As per reports, Visa Inc. (V) has slated the disclosure of its financial performance for the fiscal fourth quarter and full year 2023 on Tuesday, October 24, 2023. Following the market's closure, Visa will file these results with the Securities and Exchange Commission and make them available, comple...

Oct 19, 2023 View Article

JPMorgan Chase Reports Q3 Profit Surge Amid Economic Challenges – $JPM $DIA $KRE $LTRN $INDP

Reportedly, In the third quarter, JPMorgan Chase & Co (JPM) observed an upswing in profits driven by surging interest rates and the acquisition of the failed First Republic Bank, resulting in a record-breaking high in interest income. JPMorgan Chase's CEO, Jamie Dimon, acknowledged the overall f...

Oct 19, 2023 View Article

Escalating Global Risks & Tax Selling Weighed Heavily On Growth Stocks This Week – $AMZN $DG $LTRN $RVMD $SHIP Rise!

Quote of the Day: "Change before you have to." - Jack Welch Happy Saturday! I hope that you had a wonderful week. As for the broad markets this week, investors were were plagued with a number of issues including global unrest associated with the ongoing and escalating conflicts and the ...

Oct 14, 2023 View Article

Magnificent Seven, Interest Rates Charge Higher As Oil Falls This Week – $ADT $AAOL $MRTX $NUVL $META $SHIP $TSA Rise!

Quote of the Day: "Our deeds determine us, as much as we determine our deeds." - George Eliot Happy Saturday! I hope all went well for ups and umpire this week. As for the broad markets this week, the stock indices managed to bounce about throughout the week seemingly riding the...

Oct 07, 2023 View Article

Stocks Close Out Negative Week/September With Government Shutdown & Higher Rates In View – $ARKK $BRQS $INDP $NVDA $TSLA Rise!

Quote of the Day: "The Universe is under no obligation to make sense to you." - Neil deGrasse Tyson Happy Saturday! I hope that the world saw it your way this week. As for the broad markets this week, the stock indices managed to selloff again overall except for the Nasdaq that eked...

Sep 30, 2023 View Article

Fed’s Hawkish Demeanor Ignites Fears & Fuels Stock Market Selloff This Week – $ATOS $CART $KVYO $SIL $SHIP $VIX Rise

Quote of the Day: "Care and diligence bring luck." - Thomas Fuller Happy Saturday! I hope that you had a marvelous week wherever the world took you. As for the broad markets this week, the stock indices managed to selloff strongly throughout the week and seemed to pick up speed as th...

Sep 23, 2023 View Article

Caterpillar Surpasses Expectations With Record Stock Surge & Resilient Demand – $CAT $DIA $SPY $LTRN

As per reports, Caterpillar, Inc. (CAT) witnessed a notable increase in its stock prices, reaching a record high. Despite worries about a potential global economic slowdown, the company managed to exceed investors' expectations by reporting a profit that surpassed predictions. The company foresees a...

Sep 19, 2023 View Article

Oil Prices Jump, Core CPI Drops As Stocks Straddle This Week – $ADT $ARM $INDP $RYZB $SHIP $SIL $TSLA Rise

Quote of the Day: "Nobody made a greater mistake than he who did nothing because he could do only a little." - Edmund Burke Happy Saturday! I hope that you had a wonderful week and are out and about enjoying the weekend. As for the broad markets this week, the stock indices managed ...

Sep 16, 2023 View Article

IBM Appoints Michael Miebach, Mastercard CEO, To Its Board Of Directors – $IBM $DIA $SPY $MA $LTRN

As per reports, the International Business Machines Corporation (IBM) board of directors has elected Michael Miebach to the board, effective October 30, 2023. Mr. Miebach currently serves as the chief executive officer of Mastercard Incorporated and holds a position on its board of directors. With a...

Sep 15, 2023 View Article

Salesforce Recently Sees Impressive Quarterly Results – $CRM $DIA $SPY $LTRN

Reportedly, Salesforce's shares experienced a 6% surge after the cloud software company unveiled its quarterly results and guidance that outperformed market expectations: Here's a breakdown of the company's performance: Adjusted Earnings: The reported adjusted earnings stood at $2.12 per share,...

Sep 14, 2023 View Article

UnitedHealth Group Announces Cash Dividend Of $1.88 Per Share For September 2023 – $UNH $DIA $SPY $LTRN

As per reports, UnitedHealth Group Incorporated (UNH) has been granted approval by its board of directors to distribute a cash dividend amounting to $1.88 per share. This dividend is scheduled for disbursement on September 19, 2023. It will be provided to all individuals holding UNH common stock as ...

Sep 14, 2023 View Article

JPMorgan Appoints Jay Hofmann & Ben Carpenter As Co-Heads Of North American M&A Advisory – $JPM $DIA $SPY $LTRN

As per reports, JPMorgan Chase & Co has appointed Jay Hofmann and Ben Carpenter as co-heads of mergers and acquisitions advisory for North America, as revealed in a memo reviewed by Bloomberg News. These two bankers will report to Anu Aiyengar, who serves as the Global Head of M&A. They tak...

Sep 13, 2023 View Article

Verizon Announces Increased Quarterly Dividend For The 17th Consecutive Year – $VZ $DIA $SPY $LTRN

As per reports, Verizon Communications, Inc. (VZ) Board of Directors announced a quarterly dividend of 66.50 cents per outstanding share, marking a 1.25 cents per share increment compared to the previous quarter. This increased quarterly dividend will be distributed to Verizon shareholders on Novemb...

Sep 13, 2023 View Article

Goldman Sachs Revises U.S. Recession Probability Down To 15% Amid Positive Economic Indicators – $GS $DIA $SPY $LTRN

As per reports, the Goldman Sachs (GS) has revised its estimate of the likelihood of a U.S. recession occurring within the next 12 months, reducing it from the previously forecasted 20% to 15%. The decision to lower this probability was attributed to the ongoing positive trends in inflation and the ...

Sep 13, 2023 View Article

Stocks Surf South During Holiday-Shortened Week – $BRQS $INDP $META $MSFT Rise

Quote of the Day: "A man who is a master of patience is master of everything else." - George Savile Happy Saturday! I hope that you had a great holiday-shortened week and are out enjoying yourself. As for the broad markets this week, the stock indices took a significant turn for the w...

Sep 09, 2023 View Article

Interest Rates Drop In Concert With Stocks & Oil Prices Leaping Forward This Week – $AAPL $ADT $INDP $NVDA $SHIP $TSLA Rise

Quote of the Day: "Once you replace negative thoughts with positive ones, you'll start having positive results." - Willie Nelson Happy Saturday! I hope that you had a wonderful week and are out enjoying the extended Labor Day Weekend. As for the broad markets this week, t...

Sep 02, 2023 View Article

John Greenwood Named Goldman Sachs Co-Head For Latin America & Investment Banking – $GS $DIA $LTRN

Reportedly, The Goldman Sachs Group, Inc. has chosen John Greenwood to assume the roles of co-head for Latin America and head of investment banking for the region. In addition to retaining his position as co-head of Americas structured finance, Greenwood will now take on these extra responsibilitie...

Aug 30, 2023 View Article

3M Announces Q3 2023 Dividend Of $1.50 Per Share – $MMM $DIA $SPY $LTRN

The Board of Directors at 3M (MMM) has announced that a dividend of $1.50 per share has been approved for the third quarter of 2023 on the company's common stock. This dividend will be disbursed on September 12, 2023, to shareholders who are officially recorded as of the end of business on August 21...

Aug 30, 2023 View Article

Goldman Sachs Welcomes Experienced Banker From Citigroup To Lead Credit Card Partnerships Unit – $GS $AAPL $C $INDP

According to reports, the Goldman Sachs Group, Inc. (GS) has selected an experienced banker named Bill Johnson from Citigroup (C) to head the division responsible for overseeing the company's credit card partnerships, which include notable names like Apple Inc. (AAPL) and General Motors (GM). In hi...

Aug 29, 2023 View Article

Salesforce To Release Of Q2 Fiscal Year 2024 Results On Wednesday, Aug. 30 – $CRM $DIA $LTRN

As per recent reports, Salesforce (CRM) is gearing up to reveal its financial results for the second quarter of the fiscal year 2024. The designated date for the release of these results is Wednesday, August 30, 2023, and this announcement is slated for after the conclusion of the trading day. With ...

Aug 29, 2023 View Article

Visa & Mastercard Withdraw Support From Binance Amid Regulatory Scrutiny – $V $MA $DIA $SPY

Reportedly, Mastercard Inc. and Visa Inc. (V) have distanced themselves from their card partnerships with Binance Holdings, the cryptocurrency platform facing regulatory challenges globally. Binance has faced significant scrutiny from financial regulators worldwide, and the pressure has increased...

Aug 29, 2023 View Article

Nasdaq Sees Solid Weekly Rebound With Magnificent Seven Leadership – $AAPL $LTRN $MSFT $NVDA $TSLA $XBI Rise

Quote of the Day: "Success in creating AI would be the biggest event in human history. Unfortunately, it might also be the last, unless we learn how to avoid the risks." - Stephen Hawking Happy Saturday! I hope that you had a wonderful week. As for the broad markets this wee...

Aug 26, 2023 View Article

Stocks Suffer Another Significant Weekly Decline – $ADT $AMAT $TGT $TJX $VIX Rise

Quote of the Day: "Endurance is nobler than strength, and patience than beauty." - John Ruskin Happy Saturday! I hope that you experienced great success in the markets and otherwise this week. As for the broad markets this week, the stock indices unfortunately headed overall south ...

Aug 19, 2023 View Article

The Dow 30 Wins The Weekly Race As Energy Soars And Inflation Tames – $ADT $CVX $LTRN $MRTX $SHIP Rise!

Quote of the Day: "Act as if what you do makes a difference. It does." - William James Happy Saturday! I hope that you had a great week and are out enjoying one of the last weekends of the summer. As for the broad markets this week, the stock indices headed overall south, except f...

Aug 12, 2023 View Article

Interest Rates & Oil Jumped As Stocks Headed South This Week – $CORT FSLY $LTRN $NARI $VIX Rise!

Quote of the Day: "Let us be grateful to people who make us happy, they are the charming gardeners who make our souls blossom." - Marcel Proust Happy Saturday! I hope that you had a great first week of August and are out enjoying a beautiful weekend day. I am spending my la...

Aug 05, 2023 View Article

Resilient Growth, Cooling Inflation Data Drives Stocks North This Week – $AAPL $AARK $BRQS $INM $INVO $LTRN $META $NVDA $TSLA Rise!

Quote of the Day: "With the past, I have nothing to do; nor with the future. I live now." - Ralph Waldo Emerson Happy Saturday! I hope that you had another wonderful week as we successfully and rapidly push later into the summer and have now reached the end of July. As for the br...

Jul 29, 2023 View Article

Banks, Health Care & Energy Stocks Led The Way This Week – $BRQS $IBB $IBM $INM $IYH $JNJ $KBE $TRV Rise!

Quote of the Day: "Let us be grateful to people who make us happy, they are the charming gardeners who make our souls blossom." - Marcel Proust Happy Saturday! I hope that you had another week and that you are out enjoying a great summer weekend. I am enjoying the weekend a...

Jul 22, 2023 View Article

US Dollar & Interest Rates Fall As Stocks Rise Significantly This Week – $ADT $ATOS $APGE $ARKK $AZTR $BRQS $META $RXRX Rise!

Quote of the Day: "Strength and growth come only through continuous effort and struggle." - Napoleon Hill Happy Saturday! I hope that you had another week and that you are out enjoying a great summer weekend. As for the broad markets this week, stocks moved significantly high...

Jul 15, 2023 View Article

Second Half Kicks Off With Equities Pulling Back During This Holiday-Shortened Week – $ADT $AI $AZTR $INM $LTRN $META TSLA Rise!

Quote of the Day: "Strength and growth come only through continuous effort and struggle." - Napoleon Hill Happy Saturday! I hope that you had a wonderful holiday-shortened week and kicked off the second half with a bit of gusto. As for the broad markets this week, stocks move...

Jul 08, 2023 View Article

Stock Market Ends First Half Solidly As Nasdaq Leads All – $AAPL $ADT $AI $ATOS $INVO $LTRN $TSLA Rise!

Quote of the Day: "Science may never come up with a better office communication system than the coffee break." - Earl Wilson Happy Saturday! I hope that you had a great week, already enjoyed your first cup of Joe this morning, and that you have great plans ahead for your weeke...

Jul 01, 2023 View Article

Stocks Drive Lower Across The Board During Holiday-Shortened Week – $AAPL $BTC $IYH $KMX $TSLA Rise!

Quote of the Day: "If everyone is moving forward together, then success takes care of itself." - Henry Ford Happy Saturday! I hope that you had a fantastic week. I am glad to report that I made it back safely from my annual camping trip to Samuel P. Taylor Campground in NorCal a...

Jun 24, 2023 View Article

The ‘Magnificent Seven’ Leads Stocks Higher As The Fed Pauses This Week – $AAPL $ADT $BRQS $KDNY $LTRN $META $NVDA $TSLA Rise!

Quote of the Day: "Hope is like the sun, which, as we journey toward it, casts the shadow of our burden behind us."- Samuel Smiles Happy Saturday! I hope that you had a marvelous week. I wrapping up my annual camping trip at Samuel P. Taylor and its beauty and relaxed attitude w...

Jun 17, 2023 View Article

Overall Bullish Week Heading Into Next Wednesday’s FOMC Interest Rate Decision – $AAPL $AARK $ADT $FARM $INM $KRE $LTRN $TSLA Rise!

Quote of the Day: "Hope is like the sun, which, as we journey toward it, casts the shadow of our burden behind us."- Samuel Smiles Happy Saturday! I hope that you had another great week as we moved forward and deeper into the month of June. As for the broad markets this week, s...

Jun 10, 2023 View Article

AI, Debt Ceiling & Interest Rate Relief Powers Stocks Forward This Week – $AAPL $AI $ARKK $KDNY $LTRN $MRVL $TSLA Rise!

Quote of the Day: "Patriotism is supporting your country all the time, and your government when it deserves it." - Mark Twain Happy Saturday! I hope that you had a great week as we welcomed in June. As for the broad markets this week, stocks moved higher this week as US debt ce...

Jun 03, 2023 View Article

AI Euphoria Propels NASDAQ Megas Higher Despite Debt Ceiling & Inflation Worries – $AAPL $AI $ATOS $META $MRVL $NVDA $TSLA Rise!

Quote of the Day: "Patriotism is supporting your country all the time, and your government when it deserves it." - Mark Twain Happy Memorial Day Weekend! I hope that you have experienced continued success this week and found many ways to increase wealth and happiness. As for ...

May 27, 2023 View Article

Aumni Acquisition Strengthens J.P. Morgan’s Private Markets Platform – $JPM $DIA $SPY $BRQS

Reportedly, JPMorgan Chase & Co (JPM) has successfully finalized its acquisition of Aumni, a prominent investment analytics software provider catering to the venture capital sector. This acquisition reinforces J.P. Morgan's dedication to creating the premier private markets platform for business...

May 25, 2023 View Article

Troy Broderick To Lead Global M&A Business As New COO At Goldman Sachs – $GS $DIA $BRQS

As per reports, Troy Broderick has been appointed as the new chief operating officer for the global mergers and acquisitions business at Goldman Sachs Group Inc (GS). He will be taking over the position from Russ Hutchinson, who left the company in March to become the CFO of Ally Financial Inc. B...

May 24, 2023 View Article

Cisco Systems To Expand Global Supply Chain With Manufacturing In India – $CSCO $DIA $SPY $BRQS

Reportedly, Chief Executive Officer, Chuck Robbins, Cisco Systems, Inc. (CSCO) is set to commence production in India, as part of its strategy to broaden its global supply chain. The company specializes in the sale of networking equipment and software for internet connectivity, and plans...

May 22, 2023 View Article

Debt Ceiling & Growth Concerns Persist As Stocks & Interest Rates Advance Weekly – $ATOS $BRQS $INM $INVO $META $MGRM $WAL $TSLA Rise!

Quote of the Day: "What would life be if we had no courage to attempt anything?" - Vincent Van Gogh Happy Saturday! I hope that you experienced continued success this week both in the stock market and otherwise. As for the broad markets this week, stocks advanced across the boa...

May 20, 2023 View Article

Cisco Announces Q3 FY2023 Financial Results Conference Call – $CSCO $DIA $SPY $BRQS

As per reports, Cisco Systems, Inc. (CSCO) has announced that it will release its financial results for the third quarter fiscal year 2023 on Wednesday, May 17, 2023. The announcement will be made through a conference call that will be held at 1:30 PM (PT); 4:30 PM (ET). The financial re...

May 15, 2023 View Article

Nasdaq Rises, Balance of Stock Indices Drift Lower Into Mother’s Day Weekend – $ATOS $BRQS $FSLR $NXT $TM Rise!

Quote of the Day: "The biggest risk is not taking any risk... In a world that is changing really quickly, the only strategy that is guaranteed to fail is not taking risks." - Mark Zuckerberg Happy Saturday! I hope that you experienced great success this week and are out enjoying...

May 13, 2023 View Article

Nasdaq Ticks Higher As The Fed Hikes Interest Rates – $AAPL $ATOS $BRQS $IMGN $IMN $INVO $KVUE $LLY $TSLA $XBI Rise!

Quote of the Day: "Our lives improve only when we take chances - and the first and most difficult risk we can take is to be honest with ourselves." - Walter Anderson Happy Saturday! I hope that you had a wonderful week and successful grew your investment accounts. As for the ...

May 06, 2023 View Article

Large Caps Move North As Banks/Interest Rates/Oil/Small Caps Retreat This Week – $AAPL $BTC $DIS $MCD $NKE Rise!

Quote of the Day: "Action is the foundational key to all success." - Pablo Picasso Happy Saturday! I hope that you had a wonderful week and managed to make a fortune in the markets. As for the broad markets this week, the large cap indices rose over the course of the week, whil...

Apr 29, 2023 View Article

Biotech & Small Caps Charge Forward As Large Caps Drifted Lower This Week – $BRQS $KDNY $IBB $INM $MCD $XBI Rise!

Quote of the Day: "Success is never final, failure is never fatal. It's courage that counts." - John Wooden Happy Saturday! I hope that you had a super week and that you are out and about finding wonderful ways to make the most of your weekend. I am happy to report that I am b...

Apr 22, 2023 View Article

Visa Welcomed Cybersecurity Expert Pam Murphy To Board Of Directors – $V $DIA

As per reports, Visa Inc. (V) declared that Pam Murphy had been chosen as a new member of its board of directors. Ms. Murphy, who has been the CEO of Imperva, Inc. since January 2020, has a background in enterprise software, having spent nine years at Infor, Inc., where she served as COO...

Apr 20, 2023 View Article

Stocks Swing As Recessionary Data Arrives This Week – $AAPL $ATOS $BRQS $COIN $INM $JPM $NKE Rise!

Quote of the Day: "Innovation distinguishes between a leader and a follower." - Steve Jobs Happy Saturday! I hope that you had a great week and are out making the most of your weekend. I am happy to report that I am still in Arizona enjoying the heat as of the time of the publ...

Apr 15, 2023 View Article

Caterpillar Inc. To Announce Q1 2023 Results & Host Conference Call – $CAT $DIA

As per reports, on April 27th, 2023 at 5:30 a.m. CDT, Caterpillar, Inc. (CAT) will announce its financial results for the first quarter of 2023. The announcement will be posted on the company's website, investors.caterpillar.com/financials/quarterly-results. Caterpillar will also host a conference c...

Apr 13, 2023 View Article

Slowing Economic Signs, Rising Oil Prices Cloud The Stock Market This Week – $AAPL $ATOS $DIS $IYH $MCD $XBI Rise!

Quote of the Day: "The size of your success is measured by the strength of your desire; the size of your dream; and how you handle disappointment along the way." - Robert Kiyosaki Happy Sunday! I hope that you had a wonderful week and are out enjoying you time off with friends and famil...

Apr 09, 2023 View Article

JPMorgan Chase & Co. Releases 2022 Annual Report & Shareholder Letters – $JPM $DIA $INVO

Reportedly, the 2022 Annual Report of JPMorgan Chase & Co (JPM), also referred to as the "Firm," has been released. This report consists of letters to the shareholders written by various business heads along with the Chairman & CEO. The report and its accompanying letters can now be accessed...

Apr 05, 2023 View Article

Stocks Rebound Weekly Despite Banking System Woes – $AAPL $AMC $BEEM $BRQS $INM $INVO $NVDA $TSLA Rise!

Quote of the Day: "Patience is a virtue, and I'm learning patience. It's a tough lesson." - Elon Musk Happy Saturday! I hope that you had an amazing week. As for the broad markets this week, stocks saw increased volatility, but rose over the last 5-days after last week's beat down. O...

Mar 25, 2023 View Article

American Express To Host Q1 2023 Earnings Conference Call In April – $AXP $DIA $INVO

Reportedly, American Express Company (AXP) has scheduled an earnings conference call on Thursday, April 20, 2023, at 8:30 a.m. (ET) to discuss the financial results for the first quarter of 2023. The company plans to host a live audio webcast accessible to the public through the American Express Inv...

Mar 23, 2023 View Article

JP Morgan Teams Up With Campbell Lutyens For Private Equity Access – $JPM $DIA $INVO

As per reports, JPMorgan Chase & Co (JPM) is set to team up with Campbell Lutyens, a private equity advisory firm based in London. The collaboration aims to provide JPMorgan's clients with access to transactions involving the continuation funds of private equity firms. This partnership will expa...

Mar 23, 2023 View Article

Bank Anxieties, Gold & Nasdaq Values Jump While Interest Rates Drop Sharply This Week – $AAPL $ARKK $AG $ATOS $ILMN $INTC $MSFT $TSLA $XBI Rise!

Quote of the Day: "Be true to your work, your word, and your friend." - John Boyle O'Reilly Happy Saturday! I hope that you had a magnificent week and managed to lock in gains across your accounts. As for the broad markets this week, stocks saw increased volatility as the banking secto...

Mar 18, 2023 View Article

Bear Market Ages While SVB Gets Taken Over This Week – $ASAN $BRQS $INTC $OCEA $VIX Rise!

Quote of the Day: "Surprise is the greatest gift which life can grant us." - Boris Pasternak Happy Saturday! I hope that you had a wonderful week wherever the you landed around the globe. As for the broad markets this week, stocks headed significantly lower by the end of the week as cr...

Mar 11, 2023 View Article

Stocks ‘March’ed Foward To Begin The Month With Weekly Gains – $AG $AI $AAPL $ARKK $CRM $OXY $SGEN $XBI Rise!

Quote of the Day: "Logic will get you from A to B. Imagination will take you everywhere." - Albert Einstein Happy Saturday! I hope that you had a great week as we pushed in to the first week of March. As for the broad markets this week, stocks headed significantly higher by the end o...

Mar 04, 2023 View Article

Stocks Headed Due South While Interest Rates Rose This Week- $AMC $BEEM $NEO $NVDA $SHIP $VIX Rise!

Quote of the Day: "It is the fight alone that pleases us, not the victory." - Blaise Pascal Happy Saturday! I hope that you had a marvelous week and that the weekend is treating you well. As for the broad markets this week, stocks headed significantly lower across all sectors, except e...

Feb 25, 2023 View Article

Retail Investors Rolling In As Small Caps Lead Weekly Stock Market Gains – $ARKK $ATOS $DKNG $GME $INVO $TSLA $XBI Rise!

Quote of the Day: "Do exactly what you would do if you felt most secure." - Meister Eckhart Happy Saturday! I hope that a had great week and are currently out enjoying a relaxing 3-day President's Day holiday weekend. As for the broad markets this week, investors, in general, were tr...

Feb 18, 2023 View Article

Rates Jump, Stocks Pull Back To Clock In Worst Week of 2023 – $CVX $INVO $HSAI $MSFT $NVDA $OXY $TSLA Rise!

Quote of the Day: "Life lived for tomorrow will always be just a day away from being realized." - Leo Buscaglia Happy Saturday! I hope that a wonderful week wherever it landed you and that you managed to make your fair share of profits in the stock market. This weekend, I am looking fo...

Feb 11, 2023 View Article

The Fed, $META, & Small Caps Lead Stocks Higher This Week – $AI $ATOS $BRQS $INM $INVO $TSLA Rise!

Quote of the Day: "Wisdom is oftentimes nearer when we stoop than when we soar." - Wordsworth Happy Saturday! I hope that you had a pleasant and profitable week wherever the world may have taken you. This week in the Bay Area, we were still smarting a little as our San Francisco 49ers u...

Feb 04, 2023 View Article

Stocks Race Forward Weekly With Nasdaq’s Outsized Lead – $AAPL $ATOS $INVO $LCID $NVDA $TSLA Rise!

Quote of the Day: "Take chances, make mistakes. That's how you grow. Pain nourishes your courage. You have to fail in order to practice being brave." - Mary Tyler Moore Happy Saturday! I hope that you had a wonderful week and that you managed to build your wealth in the stock market and...

Jan 28, 2023 View Article

Friday’s Bounce Secures Weekly Win For Nasdaq Despite Growth Concerns – $AAPL $AMC $ATOS $BRQS $CLLS $DIS $INM $NVDA $TSLA Rise!

Quote of the Day: "A single twig breaks, but the bundle of twigs is strong." - Tecumseh Happy Saturday! I hope that you had a solid holiday-shortened week and that you managed to make a fortune in the stock market and otherwise. We stayed relatively dry here in San Francisco and pressed...

Jan 21, 2023 View Article

Disinflation Beliefs & Stock Values Grow During #JPM2023 Week – $AMZN $ATOS $BRQS $GME $INM $INVO $SHIP $TSLA Rise!

Quote of the Day: "If one does not know to which port one is sailing, no wind is favorable." - Lucius Annaeus Seneca Happy Saturday! I hope that you had a wonderful week and that you are out enjoying yourself this long MLK holiday weekend. This week, I spent a great deal of my days tryin...

Jan 14, 2023 View Article

Stocks Move Higher & Yields Drop To Kick Off 2023 – $AAPL $ATOS $BRQS $DIS $INVO $SHIP Rise!

Quote of the Day: "There is little that can withstand a man who can conquer himself." - Louis XIV Happy End to the First Week of 2023! I hope that you had a wonderful beginning to your year and that we all have prosperous balance in view. As for the markets this week, we experienced a refr...

Jan 07, 2023 View Article

Jobless, Interest Rates Climb As Stocks Cruise Lower During Last Few Sessions of 2022 – $INM $INVO $IWC $JPM $TGTX $XBI $XLE Rise!

Quote of the Day: "The limits of the possible can only be defined by going beyond them into the impossible." - Arthur C. Clarke Happy New Year's Eve! I hope that you had a great week & that you are out ringing in the new year that will hopefully prove to be prosperous to one and all. ...

Dec 31, 2022 View Article

Stock Market Fails To Deliver A ‘Santa Rally’ This Week, Yet… – $ADT $APE $ATXS $CVX $SHIP $XPON Rise!

Quote of the Day: "Be faithful in small things because it is in them that your strength lies." - Mother Teresa Happy Saturday All! I hope that you had a great week and that you are out enjoying the long holiday weekend. As for the markets this week, we experienced yet another down we...

Dec 24, 2022 View Article

Stocks Take Another Hawkishly Fed Weekly Hit – $CVX $HZNP $KDNY $XLE Rise!

Quote of the Day: "The future rewards those who press on. I don't have time to feel sorry for myself. I don't have time to complain. I'm going to press on." - Barack Obama Happy Saturday All! I hope you all had a wonderful week and that you have your seat all picked out to watch the 202...

Dec 17, 2022 View Article

A Sprinkling Of Fed Worries/Global Growth Fears & Tax Loss Swaps Knocked Out Stocks This Week

Quote of the Day: "By three methods we may learn wisdom: First, by reflection, which is noblest; Second, by imitation, which is easiest; and third by experience, which is the bitterest." - Confucius Happy Saturday All! I hope you all had an amazing week & that you have been able to ...

Dec 10, 2022 View Article

Fed Chair Empowers Weekly Stock Market Continuation – $ADT $AMC $FATE $HL $KDNY $TSLA $XBI Rise!

Quote of the Day: "No man was ever wise by chance." - Lucius Annaeus Seneca Happy Saturday All! I hope you ll had a great week and enjoyed the balance of the group stage of the 2022 World Cup. Congratulations to Team USA that is now scheduled to play Netherlands in the knock out stage �...

Dec 03, 2022 View Article

Thanksgiving Holiday-Shortened World Cup Filled Week Produces Positive Returns – $ADT $ATOS $BBY $DIS $JPM $SHIP Rise!

Quote of the Day: "Progress is man's ability to complicate simplicity." - Thor Heyerdahl Happy Saturday All! I hope that you are enjoying the long Thanksgiving holiday weekend and that you are taking in your favorite festivities and games including those from 2022 World Cup that are bei...

Nov 26, 2022 View Article