Is It Too Late to Make the Train on Transports?

The Transports story is really a 'Tale of 2 Modes': the railroads and the airlines.

How to Play Trump's New 'War' With Iran: Market Recon

While the move higher for crude prices late Tuesday took the energy sector with it, defense and aerospace names saw benefit as well.

Who Will Win This Game of 'World of Trade Warcraft,' the U.S. or China?

The Chinese have something to lose here, and will not willingly surrender their position of superiority in trade.

4 Keys to Staying Alive in Tough Markets -- And How I'm Playing 3 Big Tech Names

KLA-Tencor, Microsoft and Intel all report earnings after the close Thursday.

Twitter Founder Jack Dorsey Deserves a Nice Tweet After Q1 Results

Twitter continued its turnaround in the first quarter. Hat tip to founder and CEO Jack Dorsey.

Uncertainty Is the New Market Normal -- And More Severe Tests Are Coming

There is likely more headline risk to our front than to our rear.

Starbucks Leaves a Bitter Taste and Doesn't Suit My Investment Palate Either

For my portfolio, you can't beat this SBUX competitor -- and for a cup of coffee.

Speak Softly and Own These Defense Stocks: Market Recon

The world remains dangerous, and dangerous toys are not just simply in demand -- demand is increasing rapidly.

4 Big Trades I'm Making (and One I'm Not), Right Here, Right Now: Market Recon

I have either initiated longs in, or added to these well-known names when pricing looks optimal.

Stock Market Stares Deep Into the Darkness With Its Own 'Raven': Market Recon

What if everyone believes in free trade, but not everyone harbors the same understanding of the term?