Archive

We only know what we know now...

Things could get much worse for residential real estate, homebuilders, and other parts of the housing market...

• BX

Big Tech is still pretending that it doesn't have an issue...

• AAPL
• AMZN
• GE
• GEHC
• GOOGL
• META
• MSFT

A Big Tech downturn looks likely...

• AMZN
• CRM
• GOOGL
• META
• SNAP
• VMEO

Don't listen to the people claiming unemployment data is unreliable...

Tech adoption rates are so fast, I wouldn't blame you for feeling left behind...

• GOOGL

It's window-dressing season in hedge-fund land...  The start of the new year is usually a time for funds to take a victory lap. Those that did well in the previous year will use it to their advantage. It's a good chance to get their names out there... recruit new clients... and even cement their legacies […]

This company is expecting another banner year... But that doesn't mean the trend will continue forever.

Agricultural companies will face a lot of scrutiny thanks to new climate goals...

• VEGI

I don't view AI as a threat to the investing world...