Stocks & Market Themes

Sometimes, the best investments and themes become the best not because of their truly profound nature,…

There’s no denying the trend is in full swing. It’s best to latch on now. Reduce…

Apple, the three trillion-dollar titan that everyone has been following for a decade now, the so-called…

I’m still a believer in one of the most powerful economic strategies on the table right…

One interesting anecdote emerging about markets lately is just the sheer exhaustion of the news, constantly…

Lots of “argh” moments lately. I could keep sharing them—and maybe I will—but for now, here’s…

Not long ago, I wrote about how Rivian was the first $100 billion pre revenue company…

I just read how Google is acquiring Wiz for over $30 billion, and the previous week,…

In the stock market, the biggest single-day surges almost always come in the aftermath of a…

While the markets are struggling, certain sectors are standing out with strong relative outperformance. In this…