Phil Rosen

2 days ago | openingbelldailynews.com | Phil Rosen

It’s Friday eve! We’ve taken in a slate of jobs data already this week and the big government report comes due tomorrow. This morning we decipher the labor market tea leaves and the dicey outlook for interest rates. Our partners at Public.com just released a powerful new AI tool that lets you build a unique and specific index, and it’s only limited by your own creativity. It’s called Generated Assets.

3 days ago | openingbelldailynews.com | Phil Rosen

Good morning! Elon Musk made headlines once again for his distaste of government spending, job openings are climbing, and Fed officials remain uncertain on inflation. More below — first we’re unpacking what Meta’s enormous nuclear deal means in the eyes of Wall Street. For all the hype around chips and software, the most important ingredient to the artificial intelligence boom may well be energy. All that innovation is sure to eat up historic amounts of power. Meta recognizes this.

4 days ago | openingbelldailynews.com | Phil Rosen

Good morning investors. The irony of dominance is that if you dominate slightly less than usual, detractors call it out even if nothing has come close to dethroning you. Just as this is true in pro sports, it’s the case in the stock market.

5 days ago | openingbelldailynews.com | Phil Rosen

Welcome back investors. It’s officially June, and the upbeat summer weather seems to be making its way through financial markets despite concerns on tariffs and geopolitics. Today’s newsletter unpacks the numbers behind the optimism. Bearish pundits have warned of portfolio and economic armageddon for months, yet the data reflect a more upbeat reality.

6 days ago | openingbelldailynews.com | Phil Rosen

Welcome to the Best Ideas Club. As a paying member, you get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. This week we interviewed Wall Street veteran Rob Thummel, managing director and senior portfolio manager with Tortoise Capital, a research and investment firm focused on the energy sector managing $10 billion in assets.