Optimism in equity investing can pay off, but it’s not a straightforward yes-or-no proposition. Historically, markets trend upward over the long term—global equities have provided approximately 7-8% annualized real returns…
On Friday's March 11 Office Hours, Mike & Mark discuss inflation, interest rates, Zero DTE options, and more. This article is for registered members - please login or click here…
As we look toward stocks that have traded off while still having an element of stable cash flow, we turn our thoughts to healthcare. In this case, we will look…
While today’s rally was one of the sharpest on record, stocks are still well below this year’s highs, mainly due to tariff turmoil and the escalating global trade war. A…
The price of risk assets hit a peak late last year and went into a waterfall decline. People were selling stocks hand over fist as they thought that tariffs were…
Strategy, the company formerly known as Microstrategy, is the proud owner of 528,1885 bitcoin, which makes them the largest holding of bitcoin of any publically traded company by a long…
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In this edition of Office Hours, Mike & I discuss the recent market meltdown, tariffs, onshoring, volatility, and how one might trade the turmoil. Interestingly, Mike noted that the price…
The stock market had a bit of a meltdown last week. The financial media has had a field day, blaming it on the new tariff regime implemented by the federal…
If there was ever a stock we wanted to buy but could not, it was Disney. We hold this view for both economic and sentimental reasons. This article is for…
Palantir is a data analytics company that is designed for one customer, the US Government. With DOGE on the march, is PLTR a good investment? This article is for paid…