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“The Doom And Gloom In The Manufacturing Sector” Is Beginning To Infect The Broader Economy

Plus, the market is pricing in an 80% chance of another interest rate cut this month, the U.S. is imposing tariffs on Europe, and Tesla missed its Q3 delivery figures.

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What Happens In The Near Term “Will Determine Whether There’s An Economic Downturn In 2020”

Plus, the White House will be subpoenaed for documents related to the Ukraine investigation, Microsoft just announced its folding smartphone, and Stitch Fix shares are tanking.

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Is AMAT a good buy or a value trap right now?

I find it pretty interesting that despite all the hand-wringing about trade, many of the companies in industries that are most directly affected by tariff uncertainty, including semiconductors, have performed incredibly well this year. Technology companies are among those that everybody recognizes are the most directly impacted by trade, and since tariffs between the U.S. […]

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Cracks Are Starting To Appear In Consumers’ Confidence

Plus, trade discussions between the U.S. and China have finally been scheduled, the Ukraine whistleblower scandal continues, and IPOs have had a rough week.

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Why Investors May Want To Ditch Roku Stock For Comcast Shares

Roku shares have been hammered over the last week. It may now be Comcast’s time to shine.

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Why Goldman Sachs Says Now’s The Time To Buy This Chipmaker Stock

And Goldman isn’t the only firm on Wall Street bullish on this stock now. Here’s why you might want to add it to your buy list.

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INTC has recovered quite nicely from a May low, thank you. Is it done?

If you read my highlights in this space on a regular basis, you’ve seen me highlight a number of stocks in the semiconductor industry. It’s an interesting segment of the market to me for a number of different reasons. Over the last decade-plus, it’s been one of the highest-performing pockets of the market, arguably one […]

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Trump Just Said He “Won’t Accept A Bad Deal” With China

Plus, the U.K. supreme court issued a ruling against Prime Minister Johnson, Europe’s top court sided with Google, and shares of Blackberry are tanking.

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The U.S. Just “Cut Off All Source Of Funds To Iran”

Plus, the U.S. has exempted more than 400 Chinese products from tariffs, customers are lining up outside Apple stores worldwide, and Roku shares are tanking.

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“Calm & Being Back To Normal Are Two Different Things”

Plus, the Fed delivered a quarter-point cut, the OECD reduced its global growth outlook for 2019, and Airbnb is going public.

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All Eyes Are On The Fed As It Opens Its September Meeting

Plus, oil prices are dropping, WeWork is delaying its IPO, Home Depot shares are falling, and Adobe and Fedex report earnings today.

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