Investor Essentials Daily

Stock market performance follows earnings growth. In other words, if you don’t have earnings growth, it’s tough for the market to expand...

Long-only investing could be really difficult because of restrictions like short selling or taking highly leveraged positions....

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....

The pandemic proved to us how important the healthcare industry is and how understaffed we are....

Geopolitical conflicts usually bring adverse effects on companies and their stocks. However, this time it creates an opportunity....

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....

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....

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...

The energy industry has been the best-performing sector with over 50% returns year to date, and became the investors’ favorit...

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...

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...

We highlighted Horizon Therapeutics (HZNP) just a month ago, and it has already become the target of a bidding war...

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...

As we highlighted on Monday, some sectors are going to be winners, others are going to be losers....

Companies continue to invest in infrastructure and manufacturing capabilities, as the Supply Chain Super Cycle plays out....

As interest rates and inflation climbed to record levels in the last decade, consumers’ incomes have fallen substantially....

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...

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...

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...