Kevin Warsh Puts a Hurting on Our Small-Cap Portfolio
The Federal Reserve chair’s address hurt equities, including several of our names.
Fed Chair Kevin Warsh Will Tackle Inflation
The Federal Reserve chair seems to understand an obvious truth about the economy.
We’re Long This Small-Cap Drone Name as Fears of Russia NATO Strike Rise
The CIA director reportedly visited Russia to warn about attacks on NATO allies.
Adding to Some Small-Cap Losers
On a slow news day we’re looking to build onto these three small-cap positions.
Who the Heck Is Aspen Aerogels? I’m Opening a Position
The small-cap aerogels firm is a compelling investment.
Raising Cash by Selling From These 2 Small-Cap Positions
Despite these planned sales, we’re not making a statement about the stocks involved.
Our Small-Cap Drone Holding Gets a Boost From the White House
A new proclamation from President Donald Trump could be big for domestic drone firms.
This Morning’s $10K Portfolio Column
Featuring Evolv Technologies ($EVLV):
“Evolv Reports, and Here’s What I’d Do … If I Had the Cash“
Positions: Long ALTO, EVLV, OCUL, ONDS, PL, RKLB, SOFI, SWBI, VELO equity; Short OCUL calls.
Evolv Reports, and Here’s What I’d Do … If I Had the Cash
The $10K Portfolio holding Evolve Technologies reports and here’s my take on what to do now.