News

Shares TIPS Bond ETF remains attractive amid inflation fears, offering 15–20% upside and better defense than gold. Read why ...
ZoomInfo Technologies is gaining upmarket traction, growing Ops OS fast, and trading at just 3.4x forward revenue. Read why ...
Budweiser Brewing benefits from strategic leadership moves and Korean market dominance with zero-sugar beers. Find out why ...
Nvidia’s margins have exploded, with operating margins at 65%+ and net profit margins at 55%+. Read why I rate NVDA stock as ...
The US-China trade war centers on the dollar/renminbi exchange rate, with China’s massive USD debt creating systemic risks.
Trump eyes zero tariffs for fair partners in a move Laffer calls historic, signaling deeper trade reform. Find out how it ...
There was no clear theme driving our outperformance in the quarter, simply the result of solid stock-picking that was recognized by the market. Read more here.
Performance in the first half of the quarter was impacted by a cluster of companies with over 10% stock price moves. Read more here.
Eutelsat (EUTLF) shares are red-hot on EU government speculation. See why I think the risk/reward in the stock is as ...
Wholesale inflation unexpectedly fell in March, dropping for the first time in 17 months. The producer price index for final ...
Alphabet is a strong buy at 18x earnings with robust Search growth, minimal tariff impact, and a promising V-shaped tech ...
Fidus Investment is down with its BDC peers, but its stable dividend and deep discount support holding firm. Find out why ...