My preview of the August jobs report - the tiny labor market recovery of 2026 has petered out. So far, it's a slowing or stall, not a backslide. For Friday, the most likely outcome: double digit employment gains & a slight unemployment increase. Link: macromostly.substack.com/p/bls-jobs-r...

BREAKING: Another bridge in Chicago appears to be stuck in the “up” position, this one on the city's Far South Side. Details: https://tinyurl.com/2mf87b7a 

Dennis Rodkin has an article in Crain's but I don't have a subscription. This is the headline: "Mansion built by Mrs. O’Leary’s son headed to demolition court"

It's clear that it's his money and he's not going to spend it elsewhere.

Financial Times@financialtimes.com · 3d ago

Struggling Republicans urge Trump to open Maga Inc’s $400mn war chest ft.trib.al/Wdvj3iJ

Meet 'Castle Breaker,' Iran's missile wreaking havoc in US war www.usatoday.com/story/news/poli...

June 14

FinTwitter@fintwitter.bsky.social · 5d ago

TRUMP TELLS FOX NEWS THAT THE AGREEMENT WITH IRAN IS 'NOT WORTH THE PAPER IT'S WRITTEN ON', ADDING THAT HE GAVE IRAN 'A LOT OF CHANCES'

Don't sleep on Credo Technology Group tonight. It has only missed once in the last 5 years and it was in 2022. It's an AI Revolution play. Sales expected to jump 111% this quarter yoy. $CRDO (no position)

Palo Alto Networks tonight. It hasn't missed in 5 years. That's impressive. However, the stock has soared this year and so has the P/E. It's trading with a forward P/E of 92. Earnings are expected to grow 3.1% this quarter yoy. $PANW

Just two years ago, I would never have guessed Dell would be on the "must-watch" list for earnings. But here we are. Earnings expected to jump 113% this quarter compared to last year. $DELL

BRITAIN'S CITIZENSHIP PROCESS IS THE MOST EXPENSIVE IN EUROPE, YET DEMAND IS RISING, WITH NEARLY 250,000 PEOPLE NATURALIZED IN THE YEAR ENDING IN JUNE, THE HIGHEST NUMBER SINCE 2010.

The UAE Defence Ministry says media reports of a missile attack on Al Minhad Air Base are false.

LOGISTICS HUB IN RUSSIA'S YEKATERINBURG ATTACKED BY DRONES - GOVERNOR

UAE SAYS 'NO WAR, NO PEACE' UNSUSTAINABLE SOLUTION FOR REGION

It's like saying everyone should be farmers again.

The Economist@economist.com · 6d ago

Harking back to Britain’s manufacturing past risks distracting the government from today’s tasks. That’s dangerous nostalgia, not good old common sense

We’re not changing it.

I guess the Saudi's don't have endless money.

Financial Times@financialtimes.com · 6d ago

LIV Golf prepares for bankruptcy filing in September ft.trib.al/GwV8i7a

Jet fuel prices are over $150 per barrel.

The Wall Street Journal@wsj.com · 6d ago

China’s three largest state-owned airlines posted deeper losses, dragged by weak domestic pricing and high fuel costs spurred by the Middle East conflict. on.wsj.com/4ckizdm

China’s Biggest Airlines Post Over $1 Billion Loss in First Half as Fuel Shock Bites - WSJ

WTI rises to near $84.50 as IRGC claims supertanker struck by mines in Hormuz - FX

I covered oil stocks two weeks ago on the Market Edge Podcast and last week I looked at gold, both physical and the gold miners. How to Invest in Gold Stocks and ETFs Right Now $GLD $GDX www.zacks.com/stock/news/2...

How to Invest in Gold Stocks and ETFs Right Now

Gold has seen its best month since 2008. Should you buy the gold ETF or gold mining stocks?

zacks.com

Please give DC statehood so they can manage their own affairs. Please.

Anna Bower@annabower.bsky.social · last wk.

Pirro’s special grand jury isn’t, as some suspected, being used to investigate Trump’s most high-profile perceived political enemies. WaPo reports it’s being used to look into DC schools… www.washingtonpost.com/national-sec...

Russian missile and drone strikes sparked fires at warehouses near Kyiv as Ukraine came under another major overnight attack. Authorities said two people were injured in the surrounding region, while homes and other warehouses were also damaged. #Ukraine #Russia #Kyiv #UkraineWar

Ulta Beauty reports earnings tonight. It has only missed once in the last 5 years. The Most Accurate Estimate is looking for $6.23 versus the Zacks Consensus of $6.21. I expect another earnings beat. $ULTA (I own it)

Dolly broke me in early to her raucous self deprecating sense of humor when we began steel magnolias rehearsals  i asked her - how long does it take to do a hair do like yours? Dolly - no idea, i’m never there when they do it! i started taking Dolly-isms notes on the back of my script after that

We’re going to hear about how everyone loved Dolly, and that feels true. But it’s good to remember, and to her credit, that she was attacked for her AIDS activism, her vaccine advocacy, her LGBTQ+ support and even, more recently, for her reading initiatives. She ALWAYS stood firm when it mattered.

Williams-Sonoma reports earnings this morning. It has a great earnings surprise track record. It will likely beat again. $WSM

NVIDIA and 4 Other Spectacular Earnings Charts You Must See $NVDA www.zacks.com/stock/news/2...

NVIDIA and 4 Other Spectacular Earnings Charts You Must See

All five of these companies are earnings all-stars. Will they beat again?

zacks.com

Looking for a Strong Buy stock that is also cheap? Yes, they DO exist. Bull of the Day: EnerSys $ENS www.zacks.com/commentary/2...

Bull of the Day: EnerSys (ENS)

This energy solutions company has a P/E of just 14.

zacks.com

This is a long Market Edge Podcast but I have something to say about the oil trade, Big Oil and the refiners. Buy the Big Oil Stocks Now $CVX $XOM $TTE $VLO $MPC www.zacks.com/stock/news/2...

Buy the Big Oil Stocks Now

ExxonMobil, Chevron, and TotalEnergies are cash generating machines.

zacks.com

“There are foreign-policy implications to all this. Some day we’ll need friends and see only the satisfied spite of the previously jealous. Nothing good comes from this. When corruption is allowed, it governs not today but tomorrow too.” www.wsj.com/opinion/the-...

Opinion | The Art of the Self-Deal

Thoughts on how Trump-era corruption is affecting Americans as a people.

wsj.com