Phil Rosen is an award-winning financial reporter, author and media operator. He is the co-founder of Opening Bell Daily, the host of Full Signal, and a Fulbright alum.
The data shifts when you zoom out beyond this year.
Dec 31, 2025
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7 min read
Consumer staples names have lagged since Liberation Day.
Dec 30, 2025
Stocks are at records and survey data isn't as reliable as it used to be.
Dec 29, 2025
8 min read
A members-only analysis of our portfolio of 44 high-conviction stocks.
Dec 28, 2025
And the 10 that analysts expect to underperform the most.
Dec 26, 2025
6 min read
Big Tech names are spending as much as the average utility.
Dec 23, 2025
Jobless rates for young people have climbed faster than older groups.
Dec 22, 2025
The government sector has lost the greatest number of jobs this year.
Dec 19, 2025
9 min read
Bullish seasonality, improving breadth, and favorable policy all point higher.
Dec 18, 2025
The unemployment rate rose to 4.6%, the highest in four years.
Dec 17, 2025
The entire market is positioned to collect the spoils of the new tech boom.
Dec 16, 2025
The AI-driven boom still has room to run, according to Fundstrat data.
Dec 15, 2025
Veteran investor Nancy Tengler's highest-conviction idea for the next 12 months.
Dec 14, 2025
Mentions of "AI" on earnings calls for S&P 500 companies just hit a record.
Dec 12, 2025
Three central bankers voted against a 25 basis point rate cut Wednesday.
Dec 11, 2025
Markets widely expect a 25 basis point move lower from the Fed.
Dec 10, 2025
Big Tech lagging the market pushes back on the "AI bubble" narrative.
Dec 9, 2025
Unpacking the year-ahead outlooks from the biggest banks and research firms.
Dec 8, 2025
Veteran investor Larry Thompson's highest-conviction idea for the next 12 months.
Dec 7, 2025
The S&P 500 remains near record highs as a cocktail of headwinds threaten the rally.
Dec 5, 2025
The labor market is calling on the Fed to cut rates.
Dec 4, 2025
President Trump hinted that Hassett could be next in line at the central bank.
Dec 3, 2025
The political cycle and seasonality could fuel a massive year-end rally.
Dec 2, 2025
The Fed could catalyze two historical tailwinds for asset prices in December.
Dec 1, 2025
Veteran investor Joe Tigay's highest-conviction idea for the next 12 months.
Nov 30, 2025
