Don’t Let Bulls, Bears and Bubbles Distract You From Smart Trading
I’m not bearish, bullish, or fighting bubbles. I’m simply adjusting my positioning.
Diplomacy Is Over. Why We’re Renaming the Portfolio’s EPS Strategy.
As we make two name changes, we’re also removing Qualcomm from the Bullpen.
AI Is Booming — But the Consumer Is Struggling
I’m increasingly concerned about affordability in an AI World.
The Best Traders Don’t Waste Their Time Doing This
The most successful traders I know stay focused on individual stocks. There are good reasons for that, and here is an example.
Chart of the Day: United Rentals Holds the Large Gap
The stock went ballistic following earnings and remains strong.
Congrats, Class of 2026. Your Timing is Terrible. Mine Was, Too.
The class of 2026 is graduating into an awful economy. My own story shows that there is hope.