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Texas manufacturing just flashed a warning for the Fed
Apr 29, 2025

Texas manufacturing just flashed a warning for the Fed

A collapse in factory orders raises the stakes for imminent rate cuts.

Phil Rosen
Americans feel broke but their spending says otherwise
Apr 28, 2025

Americans feel broke but their spending says otherwise

New Fed research suggests sentiment surveys aren't reliable economic indicators.

Phil Rosen
Best Ideas ClubBest Ideas Club
This small-cap energy stock commands industry-leading technology that could help it surge 68%
Apr 27, 2025
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This small-cap energy stock commands industry-leading technology that could help it surge 68%

Veteran investment chief David Hay's best idea for 2025.

Phil Rosen
Google's blowout earnings could revive the rest of the Magnificent 7
Apr 25, 2025

Google's blowout earnings could revive the rest of the Magnificent 7

Alphabet ramped up spending plans and authorized $70 billion in stock buybacks.

Phil Rosen
Trump may hate a sell-off more than he loves a trade war
Apr 24, 2025

Trump may hate a sell-off more than he loves a trade war

The US dollar is doing the opposite of what it's done in every crisis since 2008.

Phil Rosen
The stock market is desperate for any reason to rally
Apr 23, 2025

The stock market is desperate for any reason to rally

Wall Street remains skeptical on whether the latest surge was a head fake.

Phil Rosen
Trump’s trade war is dragging the dollar and spooking foreign investors
Apr 22, 2025

Trump’s trade war is dragging the dollar and spooking foreign investors

A weaker US dollar forces foreign investors to rethink their exposure to US stocks.

Phil Rosen, +1
Crisis-level volatility hasn't shaken the stock market's optimism
Apr 21, 2025

Crisis-level volatility hasn't shaken the stock market's optimism

The VIX hovers at extreme levels but forward earnings have remained resilient.

Phil Rosen
Best Ideas ClubBest Ideas Club
A top investment chief is betting this iconic industrial stock can jump 48% by 2026
Apr 20, 2025
Premium

A top investment chief is betting this iconic industrial stock can jump 48% by 2026

Veteran investment manager Dan Bustamante's best idea for 2025.

Phil Rosen
Tariffs are so uncertain that economic data barely matters to the stock market
Apr 18, 2025

Tariffs are so uncertain that economic data barely matters to the stock market

Wall Street responds to tariff updates more than labor market stability.

Phil Rosen
Nvidia is turning into a litmus test for global economic stability
Apr 17, 2025

Nvidia is turning into a litmus test for global economic stability

Chip stocks fell because the trade war is heating up, not because the AI outlook is cooling down.

Phil Rosen
Jamie Dimon isn't wasting his time on recession forecasts
Apr 16, 2025

Jamie Dimon isn't wasting his time on recession forecasts

The JPMorgan chief says geopolitical fracturing is a greater risk than a downturn.

Phil Rosen
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