In the Media

Observations around the consumer staples sector, including which companies have strong global growth stories, consumer demand, and more.

A deep dive on European banks.

View on Amazon’s earnings, stock pricing and ad business, and more.

Elon Musk’s visit to China, the path forward for self-driving, Tesla’s stock pricing, and more.

Observations around Mega-cap tech stocks, the Russell 1,000, investor sentiment, which sectors are performing well, and more.

Observations around the options market including investors who are more interested in hedging, and more.

Alphabet and Meta Platforms’ earnings results, narrative on AI, stock prices, and more.

Microsoft’s earnings results, view on investor sentiment around the company’s spending on AI, and more.

First Quantum Gold, Copper sales, and more.