Sometimes the best way to understand strategy isn’t theory—it’s transparency. That’s why we’re doing a full “What’s in the Bag” portfolio reveal—our own ticker parade. We walk you through both…
Results From Last Macro Trend Plays Back on December 20, 2024 I stated a few things: Nuclear stocks would pop off, and they have. Boring old electric utilities would pop…
Last week we looked over the Q1 earnings season to see where we are, and where we are projected to go. We found that some sectors are projected to do,…
Check out Tim's top 10 stock picks each week that are already screened and undervalued. This makes it easier to know what to get in whenever you have money to invest.
Our portfolio updates for the week ending on April 4, 2025.
The latest economic data just dropped, and it's painting a rough picture—inflation is rising, consumer sentiment is crashing, and the Atlanta Fed is now projecting an economic contraction worse than 2008. Oh, and tariffs? They’re making everything worse.
Consumer confidence just hit its lowest level since Covid, and CFOs are bracing for a recession. Are we headed for trouble, or is this just noise? Here’s what the data (and sentiment) are telling us.
Consumer sentiment is crashing, inflation forecasts are rising, and all major indices have entered correction territory. Let’s break down what this means for your investments.
All the data this week is making investors more fearful. Let's break down each aspect so you understand what's going on and what you can do with your portfolio.
A ton happened in the market this week. Investors are fearful, so little things are spooking people into panic. If you don't get swept up in emotions, this is a prime time to scoop up deals and profit.