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The Weekend Edition #9
Sep 18, 2021

The Weekend Edition #9

OpEx Effect, Iron & Uranium, Cash in the System; Dutch Bros & Toast IPOs, and more.

Meet the Evergreen Deere
Sep 16, 2021

Meet the Evergreen Deere

How a 184-Year Old Company Is Using Tech to Keep Up

The Weekend Edition #8
Sep 12, 2021

The Weekend Edition #8

The Beige Book; $RH; $LULU; $AFRM; Apple again!; Crypto

Authentic Brands Inc. - IPO Review
Sep 06, 2021

Authentic Brands Inc. - IPO Review

A Brief Look at the S-1 for AUTH

The Weekend Edition #7
Sep 04, 2021

The Weekend Edition #7

More jobs data; Zoom vs. Docusign; Electric Truck Battle heats up; IPOs

The Weekend Edition #6
Aug 28, 2021

The Weekend Edition #6

Jackson Hole, $PSTH and SPARCs, Earnings, and more...

The Weekend Edition #5
Aug 21, 2021

The Weekend Edition #5

FOMC Minutes, Retail Spending, Housing Starts, Retailers' Earnings, the "Verses" & AI

The Weekend Edition #4
Aug 14, 2021

The Weekend Edition #4

A quick look at the markets, consumer sentiment and diligence

The Weekend Edition #3
Aug 07, 2021

The Weekend Edition #3

Where is the Economy heading? Cruise Lines ($NCLH; $CCL$RCL); Retail REITs ($SPG; $KIM; $FRT) $GM, $CLX; $SQ and Afterpay; Archegos, and more...

The Weekend Edition #2
Jul 31, 2021

The Weekend Edition #2

Big Earnings, Supply Shortages & flop IPOs

The Weekend Edition #1
Jul 24, 2021

The Weekend Edition #1

A highlight of the stories from the market and why they matter.

The Ideal Portfolio Size
Jun 21, 2021

The Ideal Portfolio Size

How many stocks should I have in my portfolio?

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When Macro and Momentum Meet, We See Opportunity

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