Looking ahead to 2026, international equity markets are setting up constructively. Last year marked the strongest breadth of outperformance versus the United States in many years, and the longer-term evidence suggests...
Looking ahead to 2026, international equity markets are setting up constructively. Last year marked the strongest breadth of outperformance versus the United States in many years, and the longer-term evidence suggests this...
This morning, I learned that an old friend of mine passed away.
He was a year or two younger than me. Grew up about ten houses down the street. We hung out a bunch when we were young kids, then again when we were in college. But sadly, we hadn't...
The Portfolio+ and "10 to Hold" portfolios are jumping out to nice gains in 2026, led by Aritzia, Warby Parker and general enthusiasm surrounding Consumer...
We had a phenomenal run in HUT 8 Corp $HUT this summer. While we didn't get out at the highs, we still exited for meaningful gains.Well, our stop turned out to be just part of a normal base-building process that since resolved and the stock...
Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.
This week's industry group table posted a surprising result; Software $IGV, one of the leading industries over the last two decades, is dead last on our table.
This means that the Software ETF $IGV is showing the...
