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Opening Bell Daily

Phil Rosen

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

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Latest Issues

This tiny industrial stock could more than triple as 3D printing hits an inflection point

Welcome to the Best Ideas Club. Paid members receive 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 Randy Baron, portfolio...

3 days ago
Paid

Scott Bessent's bond market intervention revives the debasement trade

Good morning, investors. This is an unusually busy end to a summer trading week and, suddenly, chatter of a revived debasement trade are starting to make the rounds on Wall Street.

Bessent moves…bitcoin?

Treasury Secretary Scott Bessent...

5 days ago

Moderna just gained $44 billion in value in a few hours

Good morning, investors. Scott Bessent just made it known that, despite moving from Wall Street to the US Treasury he’s as tapped into bond markets as ever.

He took action Wednesday to ramp up government bond purchases in the face of a sh...

6 days ago

Industrials aren't the new technology sector. They could be something better.

Good morning, investors. With a new bullish sector call to make, no time to waste today! Let’s get right into it.

New tech, old sector

Technology is no longer the most expensive sector in the stock market.

Industrials now carry the high...

7 days ago

Retail earnings now say more about the stock market than everyday consumers

Good morning, investors. Over the next couple days investors will be waiting for a fresh slate of earnings, Fed minutes and potentially a new salvo of Canadian tariffs.

Here’s a quick tally of what could move markets this week:

  • Sharp...
8 days ago

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