News of the Week
News of the Week (April 7 - 11, 2025)
I published an update on my portfolio and performance vs. the S&P 500 earlier in the week. Table of Contents * 1. J.P.
Read MoreNews of the Week (March 31 - April 4, 2025)
Table of Contents * 1. Amazon (AMZN) – Various News * 2. Hims (HIMS) – Weight Loss Drugs * 3. DraftKings (DKNG) & Sports Betting * 4. Meta (META) – Smart Glasses
Read MoreNews of the Week (March 24 - 28, 2025)
In case you missed it from this past week: * Detailed Lululemon Earnings Review. * My updated portfolio & performance (sold a position this week). 1. Updated
Read MoreNews of the Week (March 18 - 22, 2025)
In case you missed it – my review of the Fed statement and Powell presser can be found here. Table of Contents * 1. Alphabet (GOOGL) – M&
Read MoreFed Statement & Macro Updates
Catch up on more than 40 detailed earnings reviews from this season here. Table of Contents * Fed Policy: * Economic & Fed Policy Projections: * Economic Commentary:
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