Today's trade is in a name that has been synonymous with the A.I. Bull Market. A company that has been the chief beneficiary of all the spend coming into the space.
My bet today is taking advantage of low volatility in the options to get...
Every year I sit down with my 2 kids and put together a portfolio of Consumer Facing stocks. The picks aren't all retailers but each fits in the bucket of my expertise. They make products I can see, feel and sometimes taste. They are brands that evoke...
Energy has clearly been on a tear in recent weeks, bouncing from oversold conditions. The energy sector has not broken out and is still rangebound, so until that breakout takes place, we do have to lean on...
From the shores of New Zealand, the political landscape of the United States unfolds like a peculiar theater production. Not the usual drama of left versus right, we've all seen enough of that, but rather a new kind of spectacle that blurs the lines...
The coal industry is one of the most under-the-radar ponds to fish in.
Investors write it off because "clean energy" will displace the industry. While this is likely true, we think it will take far longer than most expect.
