The stock market can't decide if a recession is around the corner

The stock market can't decide if a recession is around the corner

Economic data and certain corners of the market are flashing warnings.

Phil Rosen
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A $5 billion money manager shares the 'texting-and-driving' play set to surge 21% this year
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A $5 billion money manager shares the 'texting-and-driving' play set to surge 21% this year

Veteran portfolio manager David Wagner's best idea for 2025.

Phil Rosen
Warren Buffett's record cash pile looks smarter by the day

Warren Buffett's record cash pile looks smarter by the day

Berkshire Hathaway has hit nine record high so far in 2025.

Phil Rosen
Fed Powell soothed investors but Trump will get the final word on markets

Fed Powell soothed investors but Trump will get the final word on markets

Policymakers forecasted slower growth and higher inflation, but stocks surged anyway.

Phil Rosen, +1
Nvidia is still the most important AI company in the world — even if Wall Street's over it

Nvidia is still the most important AI company in the world — even if Wall Street's over it

The stock fell as CEO Jensen Huang delivered a slate of chip announcements.

Phil Rosen
This stock market looks eerily similar to the 2022 downturn

This stock market looks eerily similar to the 2022 downturn

History could repeat itself as equities attempt to rebound from a correction.

Phil Rosen
Bearish fears could mark a turning point for stocks

Bearish fears could mark a turning point for stocks

What history says about sentiment surveys as a contrarian indicator.

Phil Rosen
Best Ideas ClubBest Ideas Club
America's infrastructure boom can push this stock 21% higher before 2026
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America's infrastructure boom can push this stock 21% higher before 2026

Veteran portfolio manager Brian Mulberry's best idea for 2025.

Phil Rosen
The S&P 500 usually rallies big after a correction

The S&P 500 usually rallies big after a correction

The benchmark index closed Thursday down more than 10% from its recent high.

Phil Rosen
The Fed won't break character over one cool inflation report

The Fed won't break character over one cool inflation report

Markets are still ramping up bets for rate cuts.

Phil Rosen
The America-first president is overseeing a last-place stock market

The America-first president is overseeing a last-place stock market

Wall Street is mixed on whether to buy the dip.

Phil Rosen
Wall Street is waking up to its own overconfidence

Wall Street is waking up to its own overconfidence

The Nasdaq has tanked 12% in 13 trading sessions.

Phil Rosen
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