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Phil Rosen
Phil Rosen

Phil Rosen is co-founder and CEO of Opening Bell Media and chief market strategist for Silvia Inc. (NASDAQ: SVIA). He hosts Full Signal and writes Opening Bell Daily — the markets briefing read by over 200,000 investors and published on Bloomberg Terminals — and has also published two books and won a Fulbright award for his reporting. Contact him at [email protected].


Stock pickers' long odds have a history

Stock pickers' long odds have a history

Most stocks are not keeping up with the index this year but that isn't a new phenomenon.

Oct 16, 2026

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3 min read

Big Banks are cashing in on stock trading

Big Banks are cashing in on stock trading

Wall Street's latest earnings reveal astronomical equity trading numbers.

Oct 15, 2026

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3 min read

Wall Street just can't stop selling leverage

Wall Street just can't stop selling leverage

Assets in derivatives-based ETFs are up more than 450% since the bull market began four years ago

Oct 14, 2026

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3 min read

History says one of the strongest bull markets ever could be just getting started

History says one of the strongest bull markets ever could be just getting started

The S&P 500 is up 118% as it enters its fifth year.

Oct 13, 2026

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3 min read

Buying the entire stock market is really just a narrow bet on tech dominance

Buying the entire stock market is really just a narrow bet on tech dominance

An AI-driven bull market means a heavy tech bias at an index level.

Oct 12, 2026

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3 min read

This boring stock is set to compound for years with one of the stickiest customer bases in the economy

This boring stock is set to compound for years with one of the stickiest customer bases in the economy

Veteran investor Keith Buchanan's highest-conviction idea for the next 12 months.

LockSimple

Oct 11, 2026

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4 min read

3 charts explain the bullish seasonality behind midterm elections

3 charts explain the bullish seasonality behind midterm elections

The post-midterm election year is historically the strongest of the four-year cycle.

Oct 9, 2026

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3 min read

The average stock is getting crushed by the S&P 500

The average stock is getting crushed by the S&P 500

The equal-weight S&P 500 is lagging more and more against the benchmark index.

Oct 8, 2026

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3 min read

Corporate America and Wall Street keep getting more optimistic on earnings

Corporate America and Wall Street keep getting more optimistic on earnings

Positive earnings guidance is breaking records.

Oct 7, 2026

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3 min read

Why stock market bulls should love midterm election years

Why stock market bulls should love midterm election years

Historical and seasonal trends point to strong momentum into 2027.

Oct 6, 2026

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3 min read

How the AI bubble could pop even if demand for new technology never disappoints

How the AI bubble could pop even if demand for new technology never disappoints

An oversupply of equity in the market could simply create more sellers than buyers.

Oct 5, 2026

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3 min read

This micro-cap miner is sitting on a massive critical minerals trove that could unlock a stock rerating

This micro-cap miner is sitting on a massive critical minerals trove that could unlock a stock rerating

Veteran investor Kevin Smith's highest-conviction idea for the next 12 months.

LockSimple

Oct 4, 2026

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3 min read

Narrow market breadth doesn't mean a bear market is coming

Narrow market breadth doesn't mean a bear market is coming

Morgan Stanley's Mike Wilson still sees upside from here.

Oct 2, 2026

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3 min read

The Magnificent 7 are carrying the market like it's 2023 again

The Magnificent 7 are carrying the market like it's 2023 again

Big Tech is staging a catch-up trade against the benchmark index.

Oct 1, 2026

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3 min read

Investors are winning like never before while consumers feel awful

Investors are winning like never before while consumers feel awful

Wall Street and Main Street are breaking different records.

Sep 30, 2026

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3 min read

Nvidia just authorized the largest stock buyback in history

Nvidia just authorized the largest stock buyback in history

Nvidia added $150 billion to its share repurchase program.

Sep 29, 2026

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3 min read

Why stocks are ignoring bond yields surging to 19-year highs

Why stocks are ignoring bond yields surging to 19-year highs

Morgan Stanley's view of the historic bond market shifts.

Sep 28, 2026

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3 min read

This tiny industrial stock offers an under-the-radar bet on the AI infrastructure buildout

This tiny industrial stock offers an under-the-radar bet on the AI infrastructure buildout

Veteran investor Ben Connard's highest-conviction idea for the next 12 months.

LockSimple

Sep 27, 2026

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4 min read

Oracle's $165 billion AI data center is flashing a warning sign

Oracle's $165 billion AI data center is flashing a warning sign

Blue Owl financing is now in question and stocks are falling.

Sep 25, 2026

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3 min read

Investors have gotten used to climbing the wall of worry with bond yields and oil

Investors have gotten used to climbing the wall of worry with bond yields and oil

The 10-year Treasury yield just hit its highest level since right before the Financial Crisis.

Sep 24, 2026

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3 min read

History says investors should not fear Fed rate hikes or record highs

History says investors should not fear Fed rate hikes or record highs

The S&P 500 has a stronger track record than most assume.

Sep 23, 2026

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3 min read

Bitcoin is taking off and the rest of the market knows it

Bitcoin is taking off and the rest of the market knows it

Crypto has shrugged off the lack of legislative success and roared back to life.

Sep 22, 2026

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3 min read

Why the AI buildout won't bring another 1999-like overbuild

Why the AI buildout won't bring another 1999-like overbuild

One of the leading semiconductor investment strategists in the world believes it's still early.

Sep 21, 2026

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3 min read

This defense stock has a $289 billion backlog and a runway for years of compounding

This defense stock has a $289 billion backlog and a runway for years of compounding

Veteran investor Kevin Mahn's highest-conviction idea for the next 12 months.

LockSimple

Sep 20, 2026

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4 min read

Investors have already moved on from the Fed's first rate hike in 3 years

Investors have already moved on from the Fed's first rate hike in 3 years

The S&P 500 saw its best day in six weeks the day after the policy shift.

Sep 18, 2026

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3 min read

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The industry-leading data newsletter documenting the story of the stock market for serious investors. Also on Bloomberg Terminals.


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