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Election Results Should Simply Clear The Fog For Another Run In Stocks

November 5, 5:00 pm EST The elections tomorrow are said to be a referendum on Trump's Presidency. And given the…

The Formula For Buying Biotech Stocks

June 20, 6:00 pm EST Stocks continue to prove resilient in the face of trade war noise. After a global…

The War Against ‘Winner Takes All’ Tech Dominance Is Underway

April 2, 7:00 pm EST As we've discussed, the proxy on the "tech dominance" trade is Amazon.  That’s the proxy…

The End Of The Clean Power Plan And Billionaire Paul Singer’s Favorite Coal Stock

  October 9, 2017, 4:00 pm EST As we know, one of the pillars of the Trump administration's growth policies has…

Billionaire David Tepper’s View On Stocks, Interest Rates, Trump

    March 8, 2017,3:45pm EST                             …

Jobs, Jobs, Everywhere There’s Jobs

  January 12, 2017, 3:00pm EST Jobs, jobs everywhere there's jobs. The President-elect yesterday said he will be the "greatest job…

Why Trump’s Tough Talk On China May Work

As we near the year end and near a new administration and policy stance, the geopolitical risks have risen. I've talked…

Apple Is Very Undervalued

  October 26, 2016, 4:15pm EST As of the end of last week, 78% of the companies that have reported earnings…

Should You Follow Ackman Into Chipotle?

  September 7, 2016, 4:20pm EST Last month we looked at 13F filings.  These are the quarterly portfolio disclosures, required by the…

Why Apple Is the Classic Buffett Stock

This past week we've talked about the recent public disclosures made about the investments of some of the world's best…