From the midst of a Chinese market meltdown in January, a new villain has emerged – “SNOWBALLS”! According to Bloomberg, […]
The ubiquitous pricing power of many companies throughout COVID and beyond is finally coming to an end. In the Fed’s […]
Late last week, investors got a surprise when Walgreens Boots Alliance (TKR: WBA) announced that it would be slashing its […]
Vertical operating systems are some of the most interesting early stage investment opportunities in 2024. According to the folks at […]
It was interesting to read that the New York Times was suing Open AI and Microsoft for copyright infringement (NY […]
We were interested to see Tesla stock drop intraday on December 13th with the announcement of a two million car […]
More and more, structured notes are finding their way into traditional portfolios as a way to augment traditional stock and […]
You could say private credit has become the cool kid on the block with all the attention these days in […]
Recently, and seemingly out of nowhere, the markets have turned sour on EVs. Remember all the auto makers stumbling over […]
If you listen to Fed talk, inflation is still the biggest problem this economy faces. If you listen to the […]
Over the past couple days, market breadth has been impressive, with the S&P 500 Equal Weighted Index up 3.3% vs. […]
Two Saturdays ago, a Barron’s article addressed the use of artificial intelligence in managing investment portfolios and how soon human […]
Hotel rooms are dirtier than ever, and many hotel operators are milking it for everything it’s worth. We were struck […]
On Saturday, October 6th, we awoke to a true point of inflection as result of the horrible attack on Israel […]