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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
Why tariff-fueled inflation fears could be overblown
Apr 15, 2025

Why tariff-fueled inflation fears could be overblown

Global deflationary forces could instead drag prices as well as growth.

Phil Rosen
Tech investors shouldn't celebrate Trump's tariff pause just yet
Apr 14, 2025

Tech investors shouldn't celebrate Trump's tariff pause just yet

Chips and other tech products are moving from a trade war focus to national security.

Phil Rosen
Best Ideas ClubBest Ideas Club
A $31 billion portfolio manager sees this small-cap aerospace stock doubling in 2026
Apr 13, 2025
Premium

A $31 billion portfolio manager sees this small-cap aerospace stock doubling in 2026

Investment veteran Tony Bancroft's best idea for 2025.

Phil Rosen
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