Visa Stock (V)

Time and time again I warn about herd-like investor behavior. Recently (and again in this morning's opener ) I cautioned that investor sentiment was growing too optimistic in the financial equity sector of money center b…

Equities had a better-than-decent session after a rocky start. Oracle ( ORCL ) had been hit hard overnight after reporting on Wednesday night and dragged U.S. equity indexes lower overnight. U.S. markets spent the rest o…

Personally, I am a fan of Cava ( CAVA ) as a place to eat, but as an investor that slowing comp sales growth is hard to miss at a time when we continue to hear more about the bifurcated consumer and Visa's ( V ) latest U…

When we look at the monthly retail sales report, we have to acknowledge it skews more toward spending on goods than services. For more on services spending, we have to look at the personal spending report, which captures…

On Wednesday the shares of payments processors Visa V and MasterCard MA got schmeissed based on concerns that stablecoins will disrupt their businesses. V and MA are broadly held in institutional portfolios (and also pro…