Everyone has their own unique investing theses, and this one could actually be a winner.
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Time to re-evaluate and reassess as we head into 2023...
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Learning from Jeff Bezos' 2000 Letter to Amazon Shareholders..
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My favorite stocks right now - as of Oct. 7th, 2021.
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The most important charts in the markets right now...
The S&P 500 and Nasdaq rallied +10% and +12%, respectively, since we found out we're in a "traditional" recession.. what gives?
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Detailing the mega-cap companies who made the cut.
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Dividend growth, healthcare, technology, special circumstance, and fun ideas..
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BlackRock has added +$248B in net-inflows YTD, UnitedHealth Group is printing money, and nuclear war might be on the table..
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Madness before the midterms...
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Ending the week with my high-conviction plays and updates across the board.
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Your checklist for a Fed pivot, considering if the US blew up the Nordstream pipeline, European energy updates, the Unemployment Rate must rise, & our…
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