Archive
Mortgage rates are still cheap... Many news articles are floating around with sensational headlines about the 30-year mortgage rate "jumping" higher. Despite the incremental rise in the 30-year mortgage rate, it doesn't mean the housing market will go up in flames. The "jump" in the 30-year mortgage rates refers to a move higher to around […]
Let me tell you about this program that helps us with so much of what we do... We just wrapped up our quarterly performance reviews with the analyst team, particularly with our co-ops, the six-month, full-time interns who attended my alma mater Northeastern University. Truthfully, they are key cogs in our research engine – helping […]
- AMC
- CS
- GME
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 […]
- AAPL
- ADSK
- AMZN
- FB
- GOOGL
- NFLX
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 […]
- BKR
- GE
- LSE:PFC
- TSLA
- VWS.C
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 […]
- WSM
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 […]
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 […]
- AAPL
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 […]
- BHP
- CLF
- RIO
- VALE
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 […]
- DXR
- ESRT
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 […]
- PANW
- TSLA