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.
A Fresh Start
Dec. 30, 2024, 1:31 p.m.
Is Berkshire Hathaway Too Big For Their Own Good?
March 3, 2024, 1:31 p.m.
Don't Overthink It, This is a Bull Market: Don't waste time being bearish.
Feb. 25, 2024, 1:30 p.m.
Kenvue Continues to Disappoint as Volumes Crater: Kenvue disappoints in yet another quarter.
Feb. 11, 2024, 1:31 p.m.
Everything is Going Procter & Gamble's Way : Margins are expanding, volume growth is returning, and costs are coming down.
Jan. 28, 2024, 1:30 p.m.
3M and Kimberly-Clark Both Trade Lower After Mixed Earnings Reports: 3M and Kimberly-Clark both offer uninspiring guidance for 2024.
Jan. 25, 2024, 1:30 p.m.
The S&P 500 Hits a New All-Time High, and Is It Time to Buy Energy?: All-time highs are a great time to buy stocks, while energy remains out of favor.
Jan. 21, 2024, 1:30 p.m.
How To Be Prepared For Earnings Season: What to look for in earnings reports, and stocks I'll be following this reporting cycle.
Jan. 14, 2024, 1:30 p.m.
Normal Isn't Normal: Rarely do we have a "normal" year investing in the stock market.
Jan. 7, 2024, 1:30 p.m.
End of 2023 Stock Portfolio Update: Looking back and planning ahead
Dec. 31, 2023, 1:30 p.m.
General Mills Misses Revenues, Sees Strong Margin Expansion In Most Recent Earnings Report: Cost savings are leading to bottom-line earnings beats.
Dec. 21, 2023, 1:30 p.m.
My Top 5 Stock Market Predictions for 2024: A few guesses about the year ahead in stocks.
Dec. 17, 2023, 1:30 p.m.
Nobody Knows Anything About The Economy: Especially economists.
Dec. 10, 2023, 1:30 p.m.
Valuation Never Tells The Entire Story: Human emotions are often much more important
Dec. 3, 2023, 1:30 p.m.
Mid-Cap Stock Deep Dive #1: Columbia Sportswear: A new series uncovering the world of mid-cap stocks.
Nov. 26, 2023, 1:30 p.m.
My Two Cents on Cisco's Move Lower: Running through Cisco's most recent earnings report and guidance
Nov. 19, 2023, 1:30 p.m.
The S&P 500 Always Wins: The longer your time frame, the better stocks are.
Nov. 12, 2023, 1:30 p.m.
Betting on a Bond Rally With TLT: Why this long-duration bond ETF has been popular amongst investors this year.
Nov. 5, 2023, 1:30 p.m.
Kenvue Earnings Disappoint as Shares Continue to Fall.: Kenvue disappoints, plus Jamie Dimon plans to sell shares of JPM in 2024.
Oct. 29, 2023, 12:30 p.m.
Reviewing Earnings From Kimberly-Clark and 3M, Along With a Quick Note on Coca-Cola: Kimberly-Clark expands margins and 3M grows free cash flow.
Oct. 25, 2023, 12:30 p.m.
Procter & Gamble Once Again Reports Stellar Earnings : Q1 2024 earnings beat expectations, with strength to continue.
Oct. 22, 2023, 12:30 p.m.
Previewing The Q3 2023 Earnings Season: Looking ahead at Procter & Gamble, Kimberly-Clark, 3M, and Kenvue.
Oct. 15, 2023, 12:31 p.m.
The Weight Loss Drug Madness Has Gone Too Far, But It Might Just Be The Beginning: Be aware of irrational behavior in the stock market.
Oct. 8, 2023, 12:30 p.m.
Poor Performance For My Portfolio Continues Through Q3.: Reviewing stocks sold, bought, and everything in between for my stock portfolio.
Oct. 1, 2023, 12:30 p.m.
General Mills Remains Steady in Most Recent Earnings: While earnings didn't blow the top off, there are no new worries for General Mills shareholders.
Sept. 24, 2023, 12:30 p.m.