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Latest Posts
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Hawley Turns Up The Heat On Facebook
The senator from Missouri says it's time to break up Facebook. Here's what to do if you're long the stock.
Coup 2.0; We Can Strike In Any Direction
Former Trump Administration official Michael Anton warns of a possible coup attempt in November; our current market posture.
Crash-Proofing Your Portfolio With Your IPhone
In case Taleb is right.
A Football Pool For Stocks
A free game that lets you bet on how stocks are going to move post-earnings.
Corporate America Shows Solidarity
On social media this week, America's largest brands have expressed support for Black Lives Matter protesters; many of those same brands, as John Binder noted in this Twitter thread, have also had their flagship stores looted during the protests.
Switching To Four Cylinders
Our top names have already been performing the market, albeit by a modest about recently. By isolating the factors that lead to the most alpha, we should be able to significantly increase the performance of our top names.
Building A Hedged Portfolio Around Hewlett Packard Enterprise
The hedged portfolio method offers a way to maximize potential returns with a concentrated portfolio while strictly limiting risk. Here we use that approach to build a hedged portfolio around a position in Hewlett Packard Enterprise.
It Just Gets Worse For Facebook
As the populist wing of the Democratic Party becomes ascendant, Facebook's Sheryl Sandberg, once mooted as a future Clinton admin Treasury Secretary, comes under scrutiny as her company courts antitrust attention.
Downside Protection For Nvidia
Here are two ways Nvidia shareholders can stay long over the next several months while strictly limiting their downside risk.
Beating The Market Through Better Picks
We've been presenting our top 10 names to subscribers since June 8th. Here, we show the performance of the first 9 weeks' top picks versus the market since then. Each cohort is beating the market so far, to varying degrees.
1 to 10 of 10 Posts