The latest consensus earnings revisions foretell a robust Rule of 40 score for Meta Platforms ahead. Click here to read my ...
Tesla’s valuation vs fundamentals, risks of shorting meme stocks, catching falling knives, and cash management.
The S&P 500 is expected to continue its ascent in 2026, supported by a sequential macroeconomic thesis. Click here to read ...
Markets are shifting from easy gains to a new regime where earnings and execution matter. Read the full analysis here.
The 2026 S&P 500 outlook spans extreme bullish targets of 10,000 to bearish forecasts as low as 4,100, reflecting profound ...
Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.
Presenting 2 ETFs that show how de-risking does not necessarily have to dilute your high-yielding portfolio. Click here to ...
Heading into 2026, investors face three issues: a scarcity of growth, a scarcity of capital, and a scarcity of certainty.
Global equities posted strong gains in 2025, driven by the US technology mega-caps. But the artificial intelligence trade ...
Reallocate your Thrift Savings Plan: shift to 70% SPY/30% EFA using trend-following and relative strength signals.
With 2026 around, I am refining my inflation-focused asset allocation model that performed well in 2025. Check out the major ...
America’s food market is rigged. Look who’s getting rich while many of us struggle with grocery bills Zelensky makes major concession to end Ukraine war A civil war erupts over cattle branding in ...
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