Filter Archive
Why Moderna's CEO Just Sold $400 Million in Stock

Moderna's (MRNA) CEO sold $400m in stock... The media has been making a huge deal about stories of corporate insiders selling their stocks during specific selling windows, which is both legal and very typical. For CEOs or founders, selling their own stock has historically been viewed negatively, like the executive has lost faith in their […]

Securities Analyzed
  • MRNA
  • PFE
One of Warren Buffett's Biggest Moves in Years Has Slipped Under the Radar

One of Warren Buffett's Biggest Moves in Years Has Slipped Under the Radar The legendary Warren Buffett has been a little frustrated with the U.S. stock market lately...  In late February, Buffett released the annual Berkshire Hathaway (BRK-B) shareholder letter, where he seemed mildly exasperated. He said that he believed there were very few opportunities […]

Securities Analyzed
  • BRK-B
  • OXY
  • Y
This Private Equity Firm Is Betting Big on This Tech Company

Tech stocks have outperformed the wider market in recent years... Technology has been the top-performing sector over the last few years, leading many investors to overweight investment in tech or decry that a tech bubble will burst. These fears are fueled further by the sector's recent performance – the Technology Select Sector SPDR Fund (XLK) […]

Securities Analyzed
  • ADBE
  • ADSK
  • PLAN
  • XLK
Why We Aren't Worried About Inflation Yet

Even with inflation, the market stands strong... In the last year, the market bears have been licking their wounds. The biggest disappointment for these market naysayers is that even when they were right about something like inflation being higher than expected, it didn't bring the market crashing down. That's because of the impressive pricing power […]

Securities Analyzed
  • ATKR
  • DNUT
  • MCD
My Top Book Recommendations for Investing

A conversation is often one of the most enlightening activities you can have... It is an opportunity to experience the world from another person's perspective, often one that you have not considered before.  For generations, lessons were handed down to each successive generation through intricate storytelling, with fact and fiction often merging into one. First, […]

A Surprising Beneficiary of FDR's Legacy

Clean energy is among President Joe Biden's biggest priorities... Before the geopolitical conflict in Ukraine caused a dramatic spike in the prices of hydrocarbons, one of Biden's main goals was to prioritize renewable energy investments. Wherever possible, the Biden administration has pushed for greener energy and whatever tools possible to reduce pollution with the advocation […]

Securities Analyzed
  • PWR
A Company That Towers Above U.S. Oil Majors

This oil giant has seen a banner year, but it needs to watch out for competitors who have also thrived... Oil prices are still near eight-year highs after a multiyear slump. Among those celebrating is the giant oil producer Saudi Arabian Oil (2222.SR), often referred to as Saudi Aramco. It just posted blockbuster profits last […]

Securities Analyzed
  • AAPL
  • XOM
Howard Schultz Can't Seem to Quit Starbucks

Being there for all of Starbucks' (SBUX) major moments... The entrepreneurial coffee legend has been a consistent figure at Starbucks throughout its history. Schultz has been there for Starbucks' big moments, from shifting the first store location to an espresso bar in the 1980s to building its success as a massive coffee empire. While he […]

Securities Analyzed
  • SBUX
Don't Buy Gold

Demand for gold never let up in India... The pandemic hit India hard. Many people lost their jobs and struggled to make ends meet. But even through the worst of it all, demand for gold remained strong...  In fact, India has been a consistent buyer of gold, second only to China in terms of market […]

Securities Analyzed
  • CPER
  • JJU
  • PEP
  • YUM
What Remains the Same in a Post-Pandemic World

I'm in the Philippines for the first time in over two years... This past week I was on a flight to the Philippines for the first time since the beginning of the coronavirus pandemic. When I left in early 2020, I had no idea it would be so long before I returned.  On the flight […]

Securities Analyzed
  • DPZ
  • GS