Phil Rosen is an award-winning financial reporter, author and media operator. He is the co-founder of Opening Bell Daily, the host of Full Signal, and a Fulbright alum.
Rising productivity and a wealth-driven consumer will keep driving the economy.
Jan 12, 2026
•
8 min read
Veteran investor Jason Ware's highest-conviction idea for the next 12 months.
Jan 11, 2026
5 min read
Productivity gains means companies can do more with less workers.
Jan 9, 2026
A set of Truth Social posts delivered volatile trading.
Jan 8, 2026
7 min read
The data behind Wall Street's "January effect."
Jan 7, 2026
Tracking oil giants, crude prices, and the safe-haven trade.
Jan 6, 2026
6 min read
What to invest in as the White House pursues the "Donroe Doctrine."
Jan 5, 2026
My favorite reads of the last 12 months on AI, the Fed and markets.
Jan 2, 2026
The data shifts when you zoom out beyond this year.
Dec 31, 2025
Consumer staples names have lagged since Liberation Day.
Dec 30, 2025
Stocks are at records and survey data isn't as reliable as it used to be.
Dec 29, 2025
A members-only analysis of our portfolio of 44 high-conviction stocks.
Dec 28, 2025
And the 10 that analysts expect to underperform the most.
Dec 26, 2025
Big Tech names are spending as much as the average utility.
Dec 23, 2025
Jobless rates for young people have climbed faster than older groups.
Dec 22, 2025
The government sector has lost the greatest number of jobs this year.
Dec 19, 2025
9 min read
Bullish seasonality, improving breadth, and favorable policy all point higher.
Dec 18, 2025
The unemployment rate rose to 4.6%, the highest in four years.
Dec 17, 2025
The entire market is positioned to collect the spoils of the new tech boom.
Dec 16, 2025
The AI-driven boom still has room to run, according to Fundstrat data.
Dec 15, 2025
Veteran investor Nancy Tengler's highest-conviction idea for the next 12 months.
Dec 14, 2025
Mentions of "AI" on earnings calls for S&P 500 companies just hit a record.
Dec 12, 2025
Three central bankers voted against a 25 basis point rate cut Wednesday.
Dec 11, 2025
Markets widely expect a 25 basis point move lower from the Fed.
Dec 10, 2025
Big Tech lagging the market pushes back on the "AI bubble" narrative.
Dec 9, 2025
