Stocks & Market Themes
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The American Manufacturing Boom Begins Now
I just saw a video of a high performance car and was stunned by the look,…
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Updating Stef’s Super Spicy 25 – July 2024
Some time ago, I launched my first ever personal basket of stocks called “Stef’s Super Spicy…
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The Olive Oil Stock That’s Outperforming Everything
If you know how to look at markets, where to scan and search, there are simply…
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The Dash for Trash Explained
If you’re an individual stock picker, there are few cycles more exciting than the all-known moment…
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The First Trillion Dollar Healthcare Company
Eli Lilly is nearing $900 billion market cap and is on pace to become the first…
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I’m Looking for Hidden AI Stocks
The sector that has benefited the most from the immediate explosion in AI, by far, is…
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The Energy Drink Bull Market
As an everyday investor, I enjoy the occasional visit to a grocery store or convenience store…
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The AI Flippening: NVIDA is Larger Than Google (Part 1)
The single most interesting thing in markets right now is NVIDIA flipping Alphabet (Google). Here’s what…
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The Repeating Nature of Markets
It’s said that some of best quant trading groups out there, think Jim Simons at Renaissance,…
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How I Missed The Reddit IPO
I’ve been a moderator on Reddit for about a decade now. I’ve spent considerable time there…
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