News

The 2023 Principal Global Financial Inclusion Index indicated that despite many economies navigating through a period of supply-side shocks, heightened…

Thesis summary Mega-caps stocks have been responsible for most of the market appreciation, but that doesn’t actually mean they are…

By Jeff Spiegel, Mark Orans U.S. investors in international markets may tend to focus broad benchmarks such as the MSCI…

Clearwater Paper Corporation (NYSE:CLW) has been an average to below average business over the past decade and its stock has…

One: The window of weakness is closing In my previous Chart Book, I discussed how we were entering a window…

Over the past few months, I have reviewed several funds from Simplify Asset Management. Some have been hits like the…

Investment thesis Our current investment thesis is: Wix is highly attractive, owing to its high growth, rapidly improving margins, sticky…

Thesis NeuroSense (NRSN) is a microcap focused on the treatment of neurodegenerative diseases. It is running a Phase 2b trial…

During the latest market downturn that began in August and continued into the first week of October, I have been…

There’s a ‘tsunami’ of rollovers to IRAsIRAs held about $11.5 trillion in 2022, almost double the $6.6 trillion in 401(k)…