Opening Bell Daily: Newsletter Archives

The Fed's biggest revolt in 32 years could begin today

Multiple dissenting FOMC votes could further undermine Jerome Powell.

Jul 30, 2025

This legacy tech stock is the most under-allocated AI name on the market

Investment strategist Jessica Inskip shares her highest conviction stock for the next 12 months.

Jul 27, 2025

'Big Short' investor Danny Moses traded the 2008 crash. Here's what he sees coming next.

The legendary investor told Opening Bell Daily what he's most bullish and bearish on for 2025.

Jul 24, 2025

Wall Street's favorite Big Tech trade is splintering: 3 charts

The Magnificent 7 have diverged into clear winners and losers over the last year.

Jul 23, 2025

Markets want rate cuts — not a compromised Federal Reserve

Acknowledging Powell's errors can happen without undermining Fed independence.

Jul 22, 2025

A top Fed official is ready to dissent against Powell

Fed Governor Waller just called for an immediate rate cut.

Jul 21, 2025

Easing regulations can push this discounted financial stock 30% higher

Veteran portfolio manager Keith Buchanan shares his highest conviction stock for the next 12 months.

Jul 20, 2025

Stocks keep breaking records even as the odds for Fed rate cuts fall

Resilient economic data continues to fuel investor bullishness.

Jul 18, 2025

Investors don't want Trump to fire Powell

Markets reacted negatively to reports the president could relieve the Fed Chair.

Jul 17, 2025

Nvidia props up the entire stock market and it's still getting bigger

Shares hit a record high Tuesday and now account for 8% of the S&P 500.

Jul 16, 2025

June CPI won't change Jerome Powell's mind on rate cuts

Inflation has come in cooler-than-expected every month of 2025 so far.

Jul 15, 2025

Bitcoin dominates the stock market but no one's paying attention: 2 charts

The S&P 500 is down 85% since 2020 in bitcoin terms.

Jul 14, 2025