Earnings are the heartbeat of the market - and every week brings a fresh set of opportunities and risks. With each report, we get new information about corporate health, investor sentiment, and the sectors driving leadership (or lagging).
Below is my weekly video for members of Macke's Retail Roundup.
Huge start to September for Portfolio+ members! Check out this week's video for updates on the Big Payoff from my Denim Trend bet, Lululemon's collapse and a...
Washington isn’t leaving this one to the free market.
When it comes to the metals that power the clean energy transition and AI - lithium, nickel, cobalt, and rare earths - governments around the world have decided these resources are...
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.
Miners have been the strongest group on our industry table for some time, thanks to the impressive performance of Gold. Commodity bull markets tend to last many years, and based on historic trends, there’s still room for this...
Remember when Strategy $MSTR was massively overvalued relative to its Bitcoin holdings?For every dollar of Bitcoin they held, the market was pricing it as if it were worth $3.50. It was the equivalent of paying $35 for a $10 bill....
