Stock market performance follows earnings growth. In other words, if you don’t have earnings growth, it’s tough for the market to expand...
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January 6, 2023
Long-only investing could be really difficult because of restrictions like short selling or taking highly leveraged positions....
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January 5, 2023
Pax Americana explains that the U.S. is going to stay the dominant economic power for at least the next 80 years, and how it is going to do it....
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January 4, 2023
The pandemic proved to us how important the healthcare industry is and how understaffed we are....
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January 3, 2023
Geopolitical conflicts usually bring adverse effects on companies and their stocks. However, this time it creates an opportunity....
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December 30, 2022
As we find ourselves at the end of 2022, we are revisiting some of our Investor Essentials Daily articles from this year that stuck out for one reason or another....
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December 29, 2022
As we find ourselves at the end of 2022, we are revisiting some of our Investor Essentials Daily articles from this year that stuck out for one reason or another....
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December 28, 2022
As we find ourselves at the end of 2022, we are revisiting some of our Investor Essentials Daily articles from this year that stuck out for one reason or another....
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December 27, 2022
As we find ourselves at the end of 2022, we are revisiting some of our Investor Essentials Daily articles from this year that stuck out for one reason or another...
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December 23, 2022
The energy industry has been the best-performing sector with over 50% returns year to date, and became the investors’ favorit...
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December 22, 2022
Big market inefficiencies and mispricings are visible from time to time. Even though a company is collecting cash and burning it, its market cap might be skyrocketing...
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December 21, 2022
Some companies are getting increased attention from a catalyst and benefiting from it as long as it takes. But once the tailwinds stop, the reality comes up...
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December 20, 2022
We highlighted Horizon Therapeutics (HZNP) just a month ago, and it has already become the target of a bidding war...
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December 19, 2022
We’re fast approaching the end of Q3 earnings season for the S&P. Overall, it didn’t look great. We saw fewer beats this quarter than any other quarter during the entire pandemic...
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December 16, 2022
As we highlighted on Monday, some sectors are going to be winners, others are going to be losers....
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December 15, 2022
Companies continue to invest in infrastructure and manufacturing capabilities, as the Supply Chain Super Cycle plays out....
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December 14, 2022
As interest rates and inflation climbed to record levels in the last decade, consumers’ incomes have fallen substantially....
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December 13, 2022
The pandemic reminded us about a lot of things we did not not look at, such as the importance of pharmaceutical companies—the companies competing to develop the vaccine had our complete attention...
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December 12, 2022
We’re fast approaching the end of Q3 earnings season for the S&P. Overall, it didn’t look great. We saw fewer beats this quarter than any other quarter during the entire pandemic...
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December 9, 2022
Nobody’s happy with the Federal Reserve. Folks either think it’s been too lax or too aggressive when it comes to raising interest rates...
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