Phil Rosen

1 week ago | openingbelldailynews.com | Phil Rosen

Good morning! It’s Thursday and we’re covering the troubling chip sell-off, Jerome Powell’s economic outlook, and the surge in retail sales data. Was this email forwarded to you? Join 190,000 self-directed investors and sign up here. It’s rare for a single 24-hour period to provide a snapshot of the entire market. Rarer still when that snapshot begins with Nvidia announcing a $5.5 billion charge on restricted chips and ends with the most bearish investor survey in decades. But here we are.

1 week ago | openingbelldailynews.com | Phil Rosen

Happy hump day, investors. WhenJamie Dimon speaks, the whole world listens. Today’s edition breaks down what’s been keeping the JPMorgan chief up at night. Was this email forwarded to you? Join 190,000 self-directed investors and sign up here. BREAKING: Shares of Nvidia fell more than 6% in overnight trading after it disclosed in an SEC filing that future sales of its H20 chips to China would require a license from the US government.

1 week ago | openingbelldailynews.com | Phil Rosen

Good morning investors. Media headlines would suggest that inflation is about to come roaring back, but rising prices isn’t the greatest risk with a trade war. More on that below. Was this email forwarded to you? Join 190,000 self-directed investors gaining an edge every morning. Sign up here.

1 week ago | inc.com | Phil Rosen

Investors should know by now that every new tariff update comes with a “wait-and-see” caveat. While markets were closed this weekend, President Trump announced exemptions for smartphones, semiconductor chips and other electronics from his reciprocal levies. The White House said Saturday this is meant to give companies time to move production to the US. That’s led some strategists to expect Apple, Nvidia and other tech stocks to enjoy a reprieve in trading this week, given their ties to China.

1 week ago | philrosen.blog | Phil Rosen

Every founder must believe they are a giant-killer. It’s a necessary delusion for anyone who wants to build something interesting and useful, particularly when competing with incumbents who have come to define a category. I’ve found that the best entrepreneurs are those who ground their ambitions with enthusiasm and gumption, rather than arrogance or bluster. They move fast and listen closely. Indeed, optimism is much more handy when the time comes to go toe to toe with more established businesses.