Opening Bell Daily: Newsletter Archives

Fear and trembling have evaporated from the stock market

The VIX just hit its lowest level of 2025 and the S&P 500 notched another record.

Aug 14, 2025

Investors can't wait for the Fed's imminent rate cut

The July CPI data pushed the S&P 500 to a record high.

Aug 13, 2025

Bullish investors keep shrugging off inflation risks

Global fund managers still expect a soft landing and keep buying stocks.

Aug 12, 2025

Global stock market valuations have never been this frothy

Nearly a quarter of MSCI World stocks are priced like its 1999.

Aug 11, 2025

A top investor allocated 60% of his fund to this aerospace stock he expects to double in 12 months

Veteran investor Justin Deutsch’s highest-conviction idea for the next 12 months.

Aug 10, 2025

The stock market is done with knee-jerk reactions to tariffs

Trump's trade war is on but investors don't seem to care.

Aug 8, 2025

Wall Street hasn't bought into Apple's $600 billion bet on US manufacturing

Apple's invested more into the US this year than any company but its stock has lagged.

Aug 7, 2025

President Trump's targeting an already-battered pharma industry with tariffs

High interest rates have weighed on the healthcare sector all year, even before trade war risks

Aug 6, 2025

The case for zero rate cuts in 2025, according to Wall Street's top banks

Morgan Stanley and Bank of America expect the Fed to wait until 2026 to ease policy.

Aug 5, 2025

The Fed says the labor market's fine but hiring has slowed to 2008 and 2020 levels

Jerome Powell will regret his decision to hold rates steady in July.

Aug 4, 2025

Best Ideas Club: 2025 Halftime Report

A members-only analysis of our portfolio of stocks that's beating the S&P 500 in 2025.

Aug 3, 2025

Wall Street's risk appetite is back. Just look at Figma.

The software design company soared nearly 300% in its trading debut.

Aug 1, 2025