Archive

Navigate Tough Markets by Investing in Optionality

In times of uncertainty, investors should focus on businesses with multiple revenue streams...

• GOOGL
• NFLX

The Market Is Getting Bullish... And That's a Problem

This is a clear sign of excessive optimism in the market...

The Right Way to Handle the March Bank Failures

JPMorgan Chase may have something else up its sleeve...

• JPM

A 'Big Bath' May Be Just What the Market Needs

Even Cisco looked like it was doomed to fail...

• AMZN
• CSCO
• GOOGL

American Companies Can't Afford to Burn More Cash

Corporate America is closing in on Great Recession territory...

Walmart Pioneered 'The Customer Is Always Right'

Walmart isn't the only one obsessed with tracking data...

• AMZN
• WMT

Customers Are Locked In to This Tech Titan's Ecosystem

Apple's success doesn't stem from dominating one market...

• AAPL

The Fed Isn't Ready to Call It Quits

After many months of rampant inflation, we're finally getting some relief.

Finding the Hidden Opportunity Behind a Bad Quarter

Investors were expecting poor results... and that's exactly what they got...

• GS

In Today's Market, It Pays to Be a Contrarian

Investor sentiment often dictates key market moves...