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Portfolio Update: The Stocks I Added and Why
This morning I do a portfolio update and walk through the stocks I added during the recent pullback. Goldman Sachs reported a strong quarter this morning, beating on both EPS and revenue, yet the stock is selling off pre-market which is helping drag the Dow Jones lower than the other indexes. I dig into why that might be happening and promise to have more on it tomorrow. I also share my honest take on the US-Iran war and why Iran has more leverage than most people want to admit when it comes to the Strait of Hormuz.
Rigatoni Capital is a daily morning podcast for long term, buy and hold…
The skinny
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