When my friend and client—who manages a three-commas portfolio—calls me with a trade idea, I listen.

Sure, he’s human like the rest of us. Prone to bias, emotion, and the occasional bad read. But over the years, he’s earned my respect....

J.M. Smucker $SJM just reminded investors that not even iconic consumer brands are immune to execution risk.

The $10B packaged food giant reported mixed results on Tuesday and suffered the worst earnings reaction in company history.

And it...

You may have noticed a theme in these notes.

That is, we sound like huge optimists.

But that's for a simple reason that being an optimist has paid off big in 2025 - even...

There weren’t any S&P 500 earnings reactions yesterday…

But one recent move continues to stand out.

There’s a quiet resurgence happening in one of the market’s most forgotten corners: Genomics.

The...