Phil Rosen

Good morning, investors. The Federal Reserve is set to release its decision on interest rates this afternoon and it's still up in the air on whether it will be a hike or a hold.

The Fed held interest rates steady as expected.

Warsh is dismantling forward guidance in an effort to move the work of pricing the economic data out of the central banks and into the market.

Good morning, investors. Our latest round of Big Tech earnings rolled out after hours Thursday. Investors reacted in a counterintuitive way which, in the current market, might just make more sense than not.

The market is no longer rewarding profits because it’s fixated on whether AI spending converts to growth.

Welcome to the Best Ideas Club. Paid members receive a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor.

August and September are historically weak for the S&P 500.

August and September are the only months that average negative returns historically.

Good morning, investors. There's always room for a comeback in some corner of the market at any given time.

The Magnificent 7 trade is surging back.