Snapshot of July 2026 Retailer Comp Sales Confirms Our Positioning
We let the math speak for itself and it shows which retailers are winning share and losing it.
Chart of the Day: Now It’s Marvell’s Time to Step Up
The company will report earnings after the close and could surprise to the upside.
Video: Sticky Inflation, AI Chips and Apple’s Foldable
We’re waiting on Nvidia as chip competition intensifies.
How to De-Risk if One Stock Dominates Your Portfolio
How I helped a client diversify a portfolio with $300,000 held in one position.
Chart of the Day: This Gold Miner Is Starting to Shine
Gold has been ripping higher and taking with it many of the best gold miners.
Two Biotechs I’m Buying Amid an Overbought Market
As retailers get hit and AI-plays bubble over, I’ve got my sights on these two promising biopharma stocks.
This Drone Stock Appears to Be Low-Hanging Fruit
As we get big news from the Meta case and await Nvidia earnings, here’s a company I’m adding to my shopping list.
Calm Before Storm as Nvidia Earnings, Data Deluge, Bigger Trade War Loom
Earnings land tonight from NVDA, CrowdStrike and Salesforce, after we get a plethora of economic data and as we deal with Iran and a trade spat with Canada.
VIDEO: Drone Market Opportunity With Matternet CEO Andreas Raptopoulos
Exploring how autonomous drones are poised to transform the delivery market.
Chart of the Day: Pullback in Eaton Is Actually a Positive
This Pro Portfolio stock has fallen sharply this month but right to a good support level.