Thesis 2023 has been a fairly bizarre year. Entering, all large bank analysts were screaming for a market crash in…
After a solid beat on Q1'23 earnings, Palantir Technologies (NYSE:PLTR) has soared in what wasn't an overly impressive quarter. The…
As you begin to dread higher summer air-conditioning bills, keep in mind that home energy tax credits are blooming like…
Panic Averted We are now six weeks out from the Amazon.com, Inc. (NASDAQ:AMZN) April 27th Q1 earnings release. The dust…
The Dow Jones Industrial Average is mentioned these days mostly as an afterthought. Who really cares about such an old…
It's been a rollercoaster for Zscaler's (NASDAQ:ZS) stock over the spring season, but it proved to be very opportunistic for…
Co-authored with Philip Mause. The New Cold War, And Its Economic Consequences Increased tensions growing out of the war in…
Few companies are able to transform their businesses successfully when industries change. While most corporations evolve, management teams usually find…
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