Private Credit Contagion Will Spread as Market Ventures into Uncharted Territory
When else in history have equities traded at record highs while consumer sentiment readings were at record lows?
Market Shifts Into Full Mania Mode
As AI trade continues to enter more and more radical territory, I’m bracing for a bad ending.
This Market Looks Like It Was Built on a House of Cards
As I look out to the housing market in Miami and beyond to the AI trade, I’m feeling a bit of déjà vu.
While Everyone’s Swinging for the Fences, I’ll Continue to Hit Singles
Extreme concentration and 100x earnings multiples aren’t my game. This off-the-radar tech trade is.
Could We Be Near a Top for 2026?
The SpaceX IPO and an Iran deal could be ‘buy the rumor, sell the news’ events that mark the top of the market for the year.
I’m Eyeing 2 Biopharma Stocks While Everyone Else Gawks at Big Tech
Here are a couple of oncology names that are steadily moving up.
We Could Be Headed ‘Strait’ for Trouble
If a deal with Iran isn’t reached soon, the economy and the markets could be in rocky waters.
Down 20%, Activist Involved, Insiders Buying: I’m Going With the Flow
With earnings still growing and Starboard circling, I’m using this strategy around a ‘mundane’ industrial.
Citigroup and I Are Aligned on These 3 Mid-Cap Biopharma Stocks
These names have attractive risk/reward profiles in an overbought market.
Threat of Bond Vigilantes Strikes Fear in Wall Street
If yields continue to rise as the bond vigilantes make their voices heard, expect the market to start running.