My top 10 things to watch Monday, May 19 1. Bonds are crushing stocks this morning, with the 30-year Treasury yield north of 5% and the 10-year Treasury yield topping 4.5%, in response to Moody’s downgrading its rating on U.S. sovereign debt. The S & P 500 is on track …
My top 10 things to watch Thursday, April 24 1. Wall Street opened muted today after China said trade talks with the U.S. have not started. The stock market was coming off a strong two-session rally on softening tariff rhetoric in Washington. 2. Bristol Myers Squibb reported strong quarterly beats …
My top 10 things to watch Monday, March 17 1. Nvidia’s annual GTC conference will dominate this week’s news. Nvidia’s stock has had big run-up into the event for AI developers. That’s normal, as is a rally after. The AI chip king, which we own for the Club, is expected …
My top 10 things to watch Thursday, March 13 1. President Donald Trump said today he plans 200% tariffs on alcohol from France and other European nations if the EU does not remove 50% levies on U.S. whiskey imports. 2. U.S. stocks were looking at a lower open following Trump’s …
My top 10 things to watch Wednesday, Jan. 29 1. Wall Street was headed for a muted open after the Nasdaq closed 2% higher Tuesday and made back a big chunk of Monday’s big DeepSeek-driven selloff. The market is still heavily overbought, so I’m more inclined to reduce stock exposure …
My top 10 things to watch Wednesday, Jan. 8 1. Did Club stock Nvidia deserve to fall so much? While stable early Wednesday, Nvidia shares closed down more than 6%. The AI chipmaker did not guide up much as some were hoping but that really wasn’t the point of CEO …
My top 10 things to watch Tuesday, Jan. 7 1. Wall Street was looking at a muted open Tuesday after the S & P 500 and the Nasdaq closed higher for a second straight session. Tech stocks, particularly chip names, drove the buying. Nvidia rose nearly 3.5% on Monday to …
My top 10 things to watch Friday, Dec. 20 1. Wall Street was back in the soup Friday morning but trimming some losses on a cooler reading from the Federal Reserve’s favorite inflation measure. The S & P 500 and Nasdaq closed modestly lower Thursday for their third straight session. The …
My top 10 things to watch Wednesday, Dec. 4 1. Club name Eli Lilly crushes Novo Nordisk in the first head-to-head trial comparing their obesity drugs. Club name Lilly’s Zepbound generated weight loss of 20% on average after 72 weeks versus about 14% for Novo’s Wegovy. Is this the end …
My top 10 things to watch Friday, June 28 The S & P 500 and Nasdaq are on track for their fourth-straight session of gains Friday after the Federal Reserve’s preferred inflation gauge showed that inflation cooled in May. Entering the final trading day of the second quarter, the S …