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Weekly Roundup: Peace Deal, Warsh Arrives, and the Portfolio Moves Ahead

Avatar photo Chris Versace on June 19, 2026

The Road Ahead

We closed three positions, began a new one, and added to two others. Plus, we look ahead to the potentially most impactful earnings report next week.

Adding to Our Netflix Position After Lionsgate Update

Avatar photo Chris Versace on June 17, 2026

Netflix sign

The streaming giant has been tied to an acquisition of the revered studio.

Here Come the MANGOS: 8 Key Items Shaping the Stock Market Wednesday

Avatar photo Chris Versace on June 17, 2026

The Anthropic logo

U.S.-Iran peace draft, dollar strength, falling oil, Warsh’s debut, and other headlines are moving stocks this morning.

Is Netflix Is Shopping Again? Here’s What’s Happening With the Shares

Avatar photo Chris Versace on June 16, 2026

Lionsgate

Let’s break down the latest M&A chatter and get our game plan in place.

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