Latest Research & News
By Juan M. Villaverde On September 18, 202604:00 PM Eastern
Here's what I'm watching — and why I'm not worried.
By Gavin Magor On September 18, 202612:32 PM Eastern
We're adding a new position, rates rose for the first time in three years, and we're addressing the STX question head on.
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By Gavin Magor On September 18, 202612:07 PM Eastern
Q2 numbers were excellent. Wall Street cared more about what comes next.
By Sean Brodrick On September 18, 202610:59 AM Eastern
Add this smaller miner to play one of the hottest megatrends on our radar.
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By Nilus Mattive On September 18, 202609:56 AM Eastern
Today’s expirations added thousands of dollars in windfalls. Now, your capital is free to go for more.
By Sean Brodrick On September 18, 202607:00 AM Eastern
The current electrical grid needs work. Now, with AI, that leads to profits.
By Dawn Pennington On September 17, 202606:30 PM Eastern
Tokenized stocks, crypto derivatives, a Bitcoin reserve, and crypto taxes — four major regulatory moves in 72 hours. Here's what changed and who benefits.
By Jurica Dujmovic On September 17, 202604:00 PM Eastern
The companies who already own AI would come out ahead.
By Juan M. Villaverde On September 17, 202603:00 PM Eastern
Liquidity says one more leg down before the next bull market. Here's what Juan's watching, trading and ignoring right now.
By Sean Brodrick On September 17, 202612:00 PM Eastern
Fed rate hike, dot plot, TIPS, gold and midstream energy — what it means for your portfolio.