Some of the best insights fit into a chart and a few sentences.
Jan 20, 2026
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4 min read
Last time I showed you large caps. Today I'll show you smalls.
Jan 7, 2026
It's not about “narrow leadership” anymore.
Dec 30, 2025
3 min read
How Stocks Positioned at the End of 2024 Actually Performed In 2025
Dec 23, 2025
AI Hammers Looking For Tech Bubble Nails
Dec 10, 2025
5 min read
How Strategist Targets Stacked Up Against Reality
Dec 4, 2025
No other sector even comes close.
Nov 25, 2025
2 min read
8 Sectors Saw Valuations Fall.
Nov 20, 2025
1 min read
2025's gains are a byproduct of strong earnings growth.
Nov 11, 2025
Corporate America is crushing.
Nov 10, 2025
Investors are rewarding big spenders.
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