Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
The Scotts Miracle-Gro Company $SMG
Dec. 28, 2022, 2:15 p.m.
Alico, Inc. $ALCO: My Investment Checklist
Dec. 20, 2022, 5:41 p.m.
Land’s End, Inc. $LE: My Investment Checklist
Dec. 13, 2022, 1:44 p.m.
Hibbett, Inc. $HIBB: My Investment Checklist
Dec. 6, 2022, 2:30 p.m.
Papa John’s International, Inc. $PZZA: My Investment Checklist
Nov. 29, 2022, 4:14 p.m.
The Children’s Place, Inc. $PLCE: My Investment Checklist
Nov. 22, 2022, 1:27 p.m.
Haverty Furniture Companies, Inc. $HVT: My Investment Checklist
Nov. 15, 2022, 2:59 p.m.
Newell Brands Inc. $NWL: My Investment Checklist
Nov. 8, 2022, 1:01 p.m.
Under Armour, Inc. $UA: My Investment Checklist
Nov. 1, 2022, 3:13 p.m.
Match Group, Inc. $MTCH: My Investment Checklist
Oct. 25, 2022, 2:14 p.m.
Carnival Corporation & PLC $CCL: My Investment Checklist
Oct. 18, 2022, 1:23 p.m.
Xerox Holdings Corporation $XRX: My Investment Checklist
Oct. 11, 2022, 2:48 p.m.
Tyson Foods, Inc. $TSN: My Investment Checklist
Oct. 4, 2022, 1:02 p.m.
Tilly’s, Inc. $TLYS: My Investment Checklist
Sept. 27, 2022, 2:53 p.m.
GoPro, Inc. $GPRO: My Investment Checklist
Sept. 20, 2022, 3:14 p.m.
Weber, Inc. $WEBR: My Investment Checklist
Sept. 13, 2022, 1:25 p.m.
PVH Corp. $PVH: My Investment Checklist
Sept. 6, 2022, 1:21 p.m.
Stanley Black & Decker, Inc. $SWK: My Investment Checklist
Aug. 30, 2022, 3:12 p.m.
Six Flags Entertainment Corporation $SIX: My Investment Checklist
Aug. 23, 2022, 3:10 p.m.
The Chef’s Warehouse, Inc. $CHEF: My Investment Checklist
Aug. 16, 2022, 3:04 p.m.