The market thought Google was being disrupted and that narrative is proving incorrect.
Why winners keep winning.
What Powell said and why the market went up.
The inflation story may change this week.
What I think about some of the unloved stocks in the portfolio.
An example of long-term vs. short-term thinking.
You never know when a stock is going to pop.
A look at what we learned this earnings season.
The opportunity has arrived, even if the market doesn't see it.
There was something for everyone from Hims & Hers this week.
The stock market is about confidence, just as much as data.
Zoom out and invert.
