Chris Versace

Join us between 4 p.m.–5 p.m. ET in the Forum! Bring your questions, we’ll bring the answers.

With seasonal indicators split so far, we’ll stick to following the data.

One of our key Portfolio holdings enjoyed a soaring revenue report for December, which could inform our next moves.

The trade builds back our cash position, bringing more flexibility as the market recalibrates expectations.

Stronger-than-expected job creation benefits these holdings but means taking some prudent action.

Rising consumer inflation expectations keep us bullish on these two holdings.

Let's look at headlines that confirm our investment strategies such as the state of the consumer, defense and AI spending.

The December PPI brings a sigh of relief, but don’t expect a rate cut anytime soon.

Management’s ICR conference presentation shed new light on some key growth and cost topics.

Plus, a surprising tally from last week’s poll question.