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The Real Winners of the AI Spending Boom (Part 2)
And why owning them just got harder. A closer look at ASML, Applied Materials, and Lam after the run.
22 hrs ago
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Big Banks Beat Earnings (and Hid the Cracks in Plain Sight)
EPS beats are everywhere, but revenue momentum is quietly rolling over.
Jan 15
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How Can Investors Approach Metals Without Getting Burned
A disciplined framework for gold, silver, copper, and palladium
Jan 15
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Inside Venezuela’s Oil Revival: Which U.S. Companies Stand to Benefit, and When
Understanding the gap between geopolitical optimism and on-the-ground execution
Jan 14
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We Got the Semiconductor Move Right. This Is How We Manage It Now.
Good Calls, Better Plans: Managing the Semiconductor Trade From Here
Jan 13
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The Quiet Winners of Europe’s AI Chip Cycle
Three very different ways to own the semiconductor capex and power cycle
Jan 12
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Our Trade Plan Update For The Week Ahead
30+ stocks. Where price stands, what’s confirmed, and how we’re positioned into the week ahead.
Jan 12
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This Biotech Just Repriced Overnight. And the Market Isn’t Done Yet
Everyone is watching Revolution Medicines right now, after takeover rumors from AbbVie and Merck redefine RVMD’s valuation.
Jan 9
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Personal Finance Trends for 2026
Less noise. Better decisions. Five shifts that actually matter.
Jan 6
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Zeta Global: When a Base Breaks and the Market Reprices the Story
A repaired structure, real cash generation, and an AI partnership that could change how marketing decisions get made.
Jan 6
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Our Trade Plan Update For The Week Ahead
From year-end momentum to early-cycle discipline: structure, selectivity, and execution into 2026.
Jan 5
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Update: A Different Oil Market Starts This Week
Venezuela sits on the largest global proven oil reserves. Long-term consequences may reprice energy equities faster than investors expect, starting with…
Jan 4
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