LATEST ARTICLES
AI Puts Retailers in the Driver’s Seat. It Could Help These Stocks Take Off.
Wall Street analysts say AI shopping tools could help major brands improve margins and collect better customer data.
3 minute read
Review & Preview: Nothing New Except the Highs
Indexes notched new records despite a relatively flat day in the markets.
4 minute read
Target Stock Tumbles for Third Straight Day. Wall Street Is Getting Nervous About the Turnaround.
Target shares dropped more than 5% Monday, following a Barclays note and Washington Post article.
2 minute read
REITs Have Lagged. That’s Not the Whole Story.
The real estate sector accounts for just 2% of the S&P 500 by market capitalization, and has underperformed for the past decade.
2 minute read
Retail Earnings Will Show How Much Pressure Consumers Are Under
Upcoming results from Walmart, Target and other retailers could offer fresh insight into how consumers are handling high gas prices and a tougher economic backdrop.
3 minute read
I Sailed the MV Hondius. Its Crisis Won’t Derail Cruising.
The MV Hondius outbreak has revived cruise fears, but travel demand remains strong.
3 minute read
SharkNinja Posts Beat-and-Raise Quarter. The Stock Is Falling Anyway.
The company raised its full-year earnings forecast to $6.05 per share and revenue guidance to $7.14 billion to $7.20 billion.
2 minute read
MercadoLibre Is the Amazon’s Amazon, and It’s Growing Fast
A recent drop in the stock price presents a compelling buying opportunity.
Long Read
Review & Preview: War Redux
The markets got an unwelcome reminder today that the war in Iran isn’t over.
4 minute read
The Oil Squeeze Is Hitting Main Street Harder. What That Means for Home Depot and Other Discretionaries.
Consumers are still spending, but the consumer discretionary sector has fallen to a new multi-year low versus the S&P 500.
3 minute read
Here’s When ‘Sell in May and Go Away’ Actually Makes Sense
The phrase dates back to 18th century London, when months-long vacations were the norm for the financial elite–and no one else.
2 minute read
Consumers Are Still Spending, for Now. These Companies Show It.
Consumer companies Hilton and Visa both reported strong quarterly earnings and raised their full-year guidance. Inflation remains a concern going forward.
3 minute read
Walmart Chic: Style and Substance Fuel the Stock
The discount retailer’s pop-up location in a trendy New York City neighborhood shows how Walmart is targeting high-income shoppers.
2 minute read
Consumer Staples Aren’t So Defensive Anymore. Even Grocery Outlet and BellRing Are Volatile.
Consumer staples stocks like Grocery Outlet and BellRing are showing unexpected volatility in 2026, challenging the sector’s reputation as a safe haven.
3 minute read
Review & Preview: Waiting Is the Hardest Part
The S&P 500 continued to rise with Big Tech earnings on tap. Expectations are sky high.
Long Read
Market’s Rally Echoes 1982. Why This Time Could Be Different.
The S&P 500’s rapid rebound mirrors a historic 1982 surge, but differences in inflation, interest rates, and oil prices could limit how far stocks climb.
3 minute read
Japanese Stocks Are Rallying. They’re Not Done Yet.
Japanese stocks have surged as corporate-governance reforms and stronger profitability reshape the market, and investors may still have room to run.
3 minute read
Tax Refunds Are Here. Retail Stocks to Watch as People Sort Out Whether to Spend on Gas or Goodies.
While federal tax refunds are bigger on average this year, they’re not having the expected effect.
3 minute read
Review & Preview: Well Done Wednesday
The S&P 500 and Nasdaq closed at records as earnings foreshadowed the possibility of a profitable peace.
Long Read
Lululemon Names Former Nike Executive as Its CEO. The Stock Is Down.
Shares slumped in after hours trading, down more than 5% at one point.
2 minute read
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