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Q3 2023 Performance In Q3 I returned +7.9% versus -3.0% for the S&P 500 (SPY). In 2023, I’ve returned +21.1%…

“Financial inclusion,” defined as individuals and businesses having access to useful and affordable financial products, has declined in the U.S.,…

Thesis In a time characterized by both technological innovation and economic uncertainty, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands as…

Market Movers rounded up the latest reactions on Nike from investors and analysts. The pros are bullish on the sports…

Investment Rundown Investing in the natural gas business I think will remain very appealing for decades to come. There is…

That cracking sound in financial markets isn’t the typical kind of break, where one asset class or another fractures and…

Investment Thesis Patrick Industries (NASDAQ:PATK) was one of the major beneficiaries of the COVID-19 pandemic, as the demand for recreational…

The Food and Drug Administration on Tuesday authorized Novavax’s updated Covid vaccine for emergency use in people ages 12 and…

The Company Rush Enterprises, Inc. (NASDAQ:RUSHA) is a $3.3 billion market cap company that operates as a retailer of commercial…

The job market remains strong despite gradual cooling from pandemic-era highs, according to labor economists — but workers don’t seem…