US stock futures rose Sunday evening as markets reacted to fresh developments in the Strait of Hormuz as the US administration launched ‘Project Freedom’. Geopolitics remain in focus after Donald Trump announced a new initiative dubbed “Project Freedom” in a …
Everyone, hope you had a good weekend. The market has been going crazy lately (S&P 500 at all-time highs lol), but here are the top 5 things to watch out for this week, starting May 4: 1. **The Big Jobs …
I went long in Lifetime Fitness last year. The thesis is that they print money, the multiples are criminally low compared to industry comps, the k shaped economy will only grow helping its ICP (rich ppl), its immune from tariffs/war/ai, …
Nobody knows for sure when the market is going to reverse course, it could be a few weeks, or a few years. i personally think this year is it. i don’t see anything else cooking for next year to push …
If you think like everyone else You will **make** money on etfs If you think like everyone else You will **make** money on strong brands If you think like everyone else You will **loose** money day trading If you think …
Wondering if investors/market underestimating the impact of Iran war? The most recent economic data seems relatively in-line/stable whatever you want to call it. However, I don’t think many - well of course the business tv talking heads/pumpers - are looking …
WSO’s financial profile is exactly why I’m compelled to stay conviction-heavy even as the stock tests what the analysts call fair value. Talk about a case for structural resilience anchored by a $433 million cash position and $300 million in …
The likely hood of the US government of turning around spirit Airlines is unlikely. The government has already decided to buy into stocks like Intel. The stock is trash hover the assets are still manageable and profitable. The possibility of …
just ask yourself one question... does Trump want ATHs now or closer to November? an oil crisis now sets the market up for a relief rally in November. Voters have the memory of goldfish and he identified that correctly. Semis …
TLDR: Rivian can survive until R2 launches and scales, when R2 flips unit economics positive, the upside is no longer just selling EVs but rather monetizing the **software, autonomy and partnership platform** underneath the company. This article compiles findings from …