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This SaaS Company Will Win Big If Biden's Infrastructure Bill Passes

President Joe Biden's economic ambitions hang in the balance... The decision to postpone the $1 trillion infrastructure vote dealt a blow to a piece of Biden's economic platform. House Democrats delayed the vote last week after progressive members of the party dug in their heels. Progressives wanted more social policy solidified in the multitrillion-dollar part […]

Securities Analyzed
  • AAPL
  • ADSK
  • AMZN
  • FB
  • GOOGL
  • NFLX
Why Renewable Energy Might Be Turning a Bigger Profit Than You Think

There's more to reaching net-zero than saving the environment… As new climate reports and data continue to flow in, government officials, management teams, and consumers alike have realized the necessity of getting the world off fossil fuels. While governments can create regulations and drive investments to nudge us in the right direction, the buck stops […]

Securities Analyzed
  • BKR
  • GE
  • LSE:PFC
  • TSLA
  • VWS.C
Remote Work Spurred This Retailer's Stock to New Highs

The WFH 'outside' revolution? As the fall season finally settled in last week in Maine, a thought occurred to me as I was looking out the window of my home office. I had a long call booked on my calendar, the sort that would require screen sharing and focused collaboration and thought... with the cool […]

Securities Analyzed
  • WSM
Pay Attention to This Warning Signal During Earnings Season

As earnings season approaches, let's step back and look at the market as a whole... Earnings season starts next week. It kicks off with banks and other early reporting companies, so now is a good time to wonder how the season will look.  Zacks published an interesting overview as part of its earnings trends report […]

What Does Wealth Mean to You

A phrase that I've always loved... "Beauty is in the eye of the beholder" can be attributed to Victorian-era author Margaret Wolfe Hungerford in her novel Molly Bawn. But the concept of her quote is universal and timeless, originating long before Hungerford's book. From Ben Franklin in Poor Richard's Almanack to Jesus Christ in biblical […]

Securities Analyzed
  • AAPL
A Recent 'Pivot' Saved This Ohio Company From a Supply Chain Nightmare

You should pay attention to the good news on inflation... As measured by the consumer price index ("CPI"), inflation only rose by a modest 0.3% in August. That's good news for American consumers. The slight increase in August represents a significant slowdown from what many were calling "rampant" inflation. Inflation last month was lower than […]

Securities Analyzed
  • BHP
  • CLF
  • RIO
  • VALE
How WFH Is Altering the Road Ahead for This NYC Icon

Why the 'return to office' conversation is so important... The return to the office for white-collar workers remains a particularly pervasive debate. This discussion is more than just a fun pseudo-intellectual one. It has a direct effect on most working professionals in the U.S. For some, it affects where they choose to live, the investments […]

Securities Analyzed
  • DXR
  • ESRT
The Acceleration of 'IoT' Is a Growth Driver for This Tech Company

Lax security protocols could mean your Tesla (TSLA) is vulnerable to hackers... The Internet of Things ("IoT") will change how we use technology in our everyday lives, connecting previously analog devices, such as cars or homes, to an online network. As the world becomes ever more connected, it's critically important to make sure sensitive personal […]

Securities Analyzed
  • PANW
  • TSLA
The Economy Is Hot and Stocks Are Flying High, but That Doesn't Mean to Brace for a Crash

Market watchdogs' predictions are only as good as their data... If you listen to the financial media, it would have you believe the market is about to crater. The reason why? As-reported profit margin forecasts aren't rising anymore.  According to this school of thought, as Bloomberg recently highlighted, when analyst estimates for as-reported profit margins […]

The 'Fountain of Youth' May Not be as Mythical as You Think

For 27 years, I was an avid weightlifter... I loved the spirit of comradery in the gym. I cherished the endorphin rush from big workouts. And I got the overall general sense of feeling healthy that resistance training provides. Unfortunately, a day came when I had to stop lifting all but completely. Over the years, […]