CVS Health Corporation: CVS
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…
APA Could This Lethargic Energy Company Spring Back to Life?
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…
What a Difference a Day Makes
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…
Stratyegy Inc: MSTR
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…
Sell Side Year End S&P Price Targets Will Be Lowered
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Office Hours
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…
Market Meltdown, What’s Next?: QQQ
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…
Disney: DIS
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: PLTR
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…