Fitch — a prominent ratings agency — downgraded the US’ long-term debt to AA+ from AAA last night. It wasn’t a complete surprise. Fitch put US debt on watch in May, basically...

One of the most well-known phrases on Wall Street is “irrational exuberance.” It was coined by former Federal Reserve chair Alan Greenspan in 1996, around the time the...

Barbie and Oppenheimer just came out in theaters. But they’ve both been a hit in portfolios for a few months now. BEACH (booking, entertainment, airlines, cruise, and hotel)...

Costs have been corporate America’s worst enemy. But now that inflation is coming under control, costs could become the C-suite’s best friend. Sales have been surprisingly...

The US economy is dealing with some challenges right now. But confidence isn’t one of them. At least not any more. Throughout 2022, the US economy suffered from a crisis of...

Last week, high spirits made it back to Wall Street. Options trading boomed, led by call trading. Market breadth widened out, disproving a bearish theory that the rally lacked...

If you want a read on just how strong consumer spending is, look no further than the Eras tour. Taylor Swift is selling out football stadiums, maxing out hotel capacities, and...

Wall Street has finally put a label on this eight-month-old stock rally: a bull market. It’s true. The S&P 500 has risen 20% from its October trough, which fits the classic...

A lot has been said about AI’s potential over the past several months. According to some headlines I’ve seen, ChatGPT could write our emails, manage our money, read our minds,...

What you invest in these days may not just depend on your opinion of the economy, the Fed, or the debt ceiling. Instead, it may be all about your timeframe. Often, when I...