Investtalk

The dollar has fallen to a two-month low against the euro, near 1.1590. On tomorrow's InvestTalk, we explain why currency moves quietly drive a large share of international fund returns, and whether hedged or unhedged exposure makes more sense from here.

Today's Stocks & Topics: VBWX Technologies, Inc. (BWXT), Market Wrap, Blue Bird Corporation (BLBD), Money Market Funds, First Majestic Silver Corp. (AG), The dollar's slide and what it does to your foreign holdings, Nucor Corporation (NUE), Zoetis Inc. (ZTS), T. Rowe Price International Value Equity Fund (TRIGX), iShares Core MSCI Total International Stock ETF (IXUS), SEC’s Plan to Eliminate Quarterly Reporting.

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The Russell 2000 set a fresh record to close out last week even as large caps struggled. On tomorrow's InvestTalk, we look at what leadership rotation historically signals, and how investors should think about size exposure without chasing a two-week move.

Today's Stocks & Topics: Vanguard Morningstar Mid-Cap Value Index Fund Admiral Shares (VMVAX), Market Wrap, Rollins, Inc. (ROL), Household Debt, American Electric Power Company, Inc. (AEP), Small caps woke up: is the rally finally broadening?, Physical Gold or Gold Stocks, Apple Inc. (AAPL), Housing Insurance.

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The federal government will spend about a trillion dollars on interest this year, roughly what it spends on national defense, and every rate increase makes that number larger. We will explain why the government’s own borrowing costs now shape monetary policy, what that means for long-dated bonds, and why central banks around the world are buying gold at the fastest pace in years.

Today's Stocks & Topics: Credo Technology Group Holding Ltd (CRDO), Market Wrap, Valero Energy Corporation (VLO), Marathon Petroleum Corporation (MPC), Phillips 66 (PSX), Car Makers and Motor Oil, The Trillion-dollar Interest Bill Nobody Votes On, Avantis International Equity ETF (AVDE), Short Selling vs Put Options, Chevron Corporation (CVX), Salesforce, Inc. (CRM), ServiceNow, Inc. (NOW).

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In the same week that vessel traffic through the Strait of Hormuz dwindled and a new Iran bill threatens to bar 'hostile' ships, Turkish officials confirmed Black Sea passage continues while Houthi attacks escalate in the Red Sea region. We map out how simultaneous threats to multiple critical waterways create compounding risks for global trade, inflation, and investor portfolios.

Today's Stocks & Topics: Positions Sizing, Market Wrap, Innovative Industrial Properties, Inc. (IIPR), Private Investments, Vanguard Total World Stock ETF (VT), Global Shipping Under Siege: How Hormuz, the Black Sea, and Red Sea Threats Hit Your Investments, Equity and Retirement, Williams-Sonoma Inc. (WSM), Big Tech Earnings, ONEOK, Inc. (OKE), AvalonBay Communities, Inc. (AVB), Interest Rates.

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A weaker-than-expected U.S. jobs report sent the dollar sliding and pushed back market expectations for a Federal Reserve rate hike. We explore what softer labor data means for the rate outlook, bond markets, and where investors should be positioned.

Today's Stocks & Topics: The Glimpse Group, Inc. (GGRP), Market Wrap, FreightCar America, Inc. (RAIL), Veralto Corporation (VLTO), Market Rotation, V.F. Corporation (VFC), Soft Jobs Report and the Dollar's New Direction: What It Means for Investors, KPP Newsletter, Otis Worldwide Corporation (OTIS), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Vanguard Health Care ETF (VHT), Boston Scientific Corporation (BSX), How Much Money Do You Need To Be Happy?

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A new report shows homes are selling below asking price in 38 of the 50 biggest U.S. cities, a signal that the long-dominant seller's market may be finally turning. We examine what this shift means for real estate as an asset class, homebuilder stocks, and mortgage-sensitive portfolios.

Today's Stocks & Topics: AeroVironment, Inc. (AVAV), Market Wrap, Regeneron Pharmaceuticals, Inc. (REGN), Affordable Care Act (ACA), Onto Innovation Inc. (ONTO), U.S. Housing Market Cracks: Homes Selling Below Asking Price in 38 Major Cities, Pulse Biosciences, Inc. (PLSE), Uber Technologies, Inc. (UBER), Robinhood Markets, Inc. (HOOD), Dillard's, Inc. (DDS), Margin Debt.

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The S&P 500 is approaching another record high after a few weeks, powered in part by record-breaking options activity and a recovery from July's brief selloff. We will dig into whether the fundamental and technical picture supports this rally or if investors are getting ahead of themselves.

Today's Stocks & Topics: GSK plc (GSK), Market Wrap, Stop Orders, S&P Global Inc. (SPGI), “Refine, Baby, Refine”, iShares MSCI Global Gold Miners ETF (RING), S&P 500 Near Record Highs: Is the Stock Market Rally Sustainable in 2026?, The Greenbrier Companies, Inc. (GBX), WisdomTree US Value Fund of Benef Interest (WTV), Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX).

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Software stocks are swinging wildly amid growing debate over whether AI is cannibalizing traditional SaaS business models—a phenomenon some are calling the 'SaaSpocalypse.' We explore the structural risks to software sector valuations and what a shifting tech landscape means for investors with heavy tech exposure.

Today's Stocks & Topics: Digital Realty Trust, Inc. (DLR), Market Wrap, Barrick Mining Corporation (B), Heidelberg Materials AG (ETR:HEI), Agnico Eagle Mines Limited (AEM), The SaaSpocalypse Debate: Are AI Stocks Disrupting SaaS in 2026?, General Motors Company (GM), Veeva Systems Inc. (VEEV), European Stocks, Appian Corporation (APPN), The Yen and Bond Markets.

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The explosive growth of data centers is creating a surprising surge in demand for workforce housing near construction and operation sites. This under-the-radar connection between AI infrastructure and real estate markets opens up investment angles most people haven't considered.

Today's Stocks & Topics: Medtronic plc (MDT), Market Wrap, UWM Holdings Corporation (UWMC), Valero Energy Corporation (VLO), How to Read the Charts, Target Corporation (TGT), Data Centers, Housing, and the Hidden Real Estate Play in the AI Boom, Retirement Account, DoubleVerify Holdings, Inc. (DV), Gold, Roblox Corporation (RBLX), Dell Technologies Inc. (DELL), Credit Markets.

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More Americans are exiting the workforce entirely rather than searching for new jobs, with many citing a job market that has simply worn them down. This shift in labor force participation has deep implications for wage growth, inflation, consumer spending, and the Fed's next move.

Today's Stocks & Topics: Dave & Buster's Entertainment, Inc. (PLAY), Market Wrap, Gilead Sciences, Inc. (GILD), AstraZeneca PLC (AZN), HubSpot, Inc. (HUBS), The Progressive Corporation (PGR), Workers Are Dropping Out: What Falling Labor Force Participation Signals for the Economy, Apple Hospitality REIT, Inc. (APLE), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Market Topics, Realty Income, Space X Investors.

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