Archive

Earnings Preview: Q2 2025

Jul 13, 2025

Here's what I'm looking for during earnings season.

JOBY

"I'm the Captain Now"

Jul 13, 2025

Sundar Pichai is running the AI world.

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Zillow's Aggregation and Real Estate Lawsuits

Jul 12, 2025

Compass is suing Zillow, which shows the realtor's weakness.

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The Most Important Investing Trend of the Decade

Jul 11, 2025

Supply is out. Demand is in.

TSLA

Is Tesla and the Electric Vehicle Market Doomed?

Jul 6, 2025

EVs will have a tough time surviving the next four years.

MGM

The Cheapest Stock in the Asymmetric Portfolio

Jul 5, 2025

A Macau update has caused a little jump in the stock, but there's more ahead.

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HOOD

Robinhood's Meteoric Rise & Valuation Risk

Jul 4, 2025

A fresh look at the biggest winner in the Asymmetric Portfolio.

Asymmetric Portfolio

What I'm Buying: July 2025 Asymmetric Portfolio Update

Jul 1, 2025

I'm buying 4 stocks today.

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Asymmetric Portfolio: First Half of 2025 Review

Jul 1, 2025

Detailing every stock in a portfolio that's up 34.2% YTD.

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Look For Cheap Buyback Stocks In a Frothy Market

Jun 30, 2025

Who is buying their stock while it's cheap?

My 4 Biggest Worries About the Stock Market Today

Jun 29, 2025

It's time to start thinking about the risks we face in this market.

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GOOG

Google's AI Momentum and AI's Sustaining Innovation

Jun 28, 2025

Alphabet is still the best AI stock today.