Opening Bell Daily: Newsletter Archives

The stock and bond markets disagree on Moody's credit downgrade

Stocks notched their 6th winning day in a row while bond yields rose.

May 20, 2025

Investors are getting a taste of a stock market without Big Tech leadership

The Magnificent 7 have lagged the rest of the S&P 500 this year.

May 19, 2025

This out-of-favor AI stock can rebound another 60% as it hits an inflection point

Inflection investor Michael Wiggins De Oliveira's best idea for 2025.

May 18, 2025

The economy isn't buckling under tariff fears

Retail sales, inflation, and jobs remain rock solid.

May 16, 2025

Stock market investors are getting greedy fast

Volatility has collapsed as bulls turn aggressive.

May 15, 2025

The S&P 500 is up on the year and inflation has fallen every month of 2025

Wall Street has suddenly turned optimistic on the US economy.

May 14, 2025

A new bull market is just the start of the US-China trade deal

The Nasdaq Composite closed more than 20% above its April low.

May 13, 2025

The bond market isn't cooperating with Trump or the Fed

A steepening yield curve complicates the outlook for both monetary and fiscal plans.

May 12, 2025

This quiet yet essential AI infrastructure stock can boom as Big Tech goes all-in on data centers

Veteran investment chief Thomas Martin's best idea for 2025.

May 11, 2025

Investors have regained their appetite for risk

The US-UK trade deal juiced equity and crypto markets.

May 9, 2025

Jerome Powell wants to avoid making the same mistake twice

The Fed kept rates unchanged but sees rising economic risks.

May 8, 2025

The Fed won't give Trump lower rates just yet

Markets see no chance of a rate cut until at least June.

May 7, 2025