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big picture

What normalizing the yield curve means — and why investors should care

by Merchant Moller
What normalizing the yield curve means — and why investors should care

The Federal Reserve kicked off its much-anticipated easing campaign this week — its first in four years — which means cheaper rates on most kinds of consumer loans, including auto …

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Wall Street likes what Nvidia CEO said about the future and new AI chip rollout. So did we

by Merchant Moller
Wall Street likes what Nvidia CEO said about the future and new AI chip rollout. So did we

Investors returned to Nvidia stock Wednesday after CEO Jensen Huang made a compelling case at a major tech gathering for the innovation he strives for and the competitive moat he’s …

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Buy levels for DuPont, Dover, Eaton that benefit from AI, sector trends

by Shen Ridenbaugh
Buy levels for DuPont, Dover, Eaton that benefit from AI, sector trends

The artificial intelligence trade is not just for traditional tech companies. We have three industrial stocks in the portfolio that will keep getting more and more business as AI proliferates …

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Why you must keep faith in Nvidia even if earnings fail to wow

by Merchant Moller
Why you must keep faith in Nvidia even if earnings fail to wow

On Aug. 5, we awoke to a market upside-down. Japanese stocks, so strong this year, had crashed, literally crashed, down 12%, a hideous decline, worst since 1987. Oddly, there was …

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Starbucks’ CEO switch shows an old investing rule is still alive

by Merchant Moller
Starbucks’ CEO switch shows an old investing rule is still alive

One thing you hate is when a shibboleth that’s meant to exert and exact discipline actually loses you money. That’s how I have been feeling about the idea that giving …

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3 data points that could impact how big of a Fed rate cut the market gets next month

by Merchant Moller
3 data points that could impact how big of a Fed rate cut the market gets next month

Following cooler-than-expected producer price data Tuesday morning, the market’s 50/50 odds between a quarter-point Federal Reserve interest rate cut in September and a half-point cut tilted further toward the bigger …

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On paper the market should be great, not on edge. That’s the opportunity

by Merchant Moller
On paper the market should be great, not on edge. That’s the opportunity

When I look at Thursday’s rally, I am beginning to realize that we have become so binary and so up close that we have lost our ability to think about …

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Here’s why predicting a bottom in this market plunge is so difficult

by Merchant Moller
Here’s why predicting a bottom in this market plunge is so difficult

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Bottom …

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‘Great rotation’ faces big test with Big Tech earnings

by Merchant Moller
‘Great rotation’ faces big test with Big Tech earnings

When I was a cub reporter in Los Angeles, covering crime for the now-deceased Los Angeles Herald Examiner, we used to joke that we should never let the facts get …

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The ‘Trump trade’ is on pause. Political uncertainty is now in the driver’s seat

by Merchant Moller
The ‘Trump trade’ is on pause. Political uncertainty is now in the driver’s seat

It didn’t take long to remember what a second Donald Trump presidential term would mean for the stock market, did it? Unpredictability. Random attacks. No one safe. Mercurial positions. The …

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