Sitemap - 2025 - Best Anchor Stocks
Market overreaction or justified drop?
A Tale as Old as Time (NOTW#42)
False Positives, How Markets Climb a Wall of Worry, and the next in-depth report (NOTW#41)
Is that light at the end of the tunnel?
The Awakening of the Sleeping Dragon w/ Made in Japan
The Eye of the Storm (NOTW #40)
🎙️ Nintendo: The Switch 2 Edition w/Ryan O'Connor
How the market can play with you (NOTW#39)
Why I am (still) adding to Nintendo
Bluff, Break, or Burn: Trump’s Market Gamble (NOTW#38)
Vials, Tubes, & Billion-Dollar Niches w/ Jon aka. Borlaug
18. Vials, Tubes, and Billion-Dollar Niches w/Jon aka. Borlaug
Certainty might also be bad for the market (NOTW#37)
A Recessionary and Tariff-driven World
The market is a huge rotation machine (NOTW#36)
A Recessionary and Tariff-driven World
🎙️Understanding Shorting w/ Paul Cerro
17. Understanding Shorting w/ Paul Cerro
Are We Witnessing Adobe’s Funeral?
Unpacking the drivers of value creation
The Market Hates Uncertainty (NOTW#35)
More Information for a lower price
Why you should be careful with forecasters (NOTW #34)
🎙️Quality Where You Least Expect it To w/ Jeremy Kokemor
16. Quality Where You Least Expect it To w/ Jeremy Kokemor
Keysight, Much Better than the Drop Would Suggest
Is Copart's Valuation Justified?
Indices dropping and signs of a bull market (NOTW#33)
Deere: Still cheap after the run?
Returns, Reinvestment, & Valuation w/ Andy Feldman
15. Returns, Reinvestment, & Valuation w/ Andy Feldman
The Global Trade War and the Asymmetric Returns to Long-Term Forecasts (NOTW#32)
Texas Instruments’ 2025 Capital Management Update
Three Reasons to be Optimistic
Deepseek, Tariffs, the Fed, GDP...choose whatever you want! (NOTW#31)
The Potential Implications of Deepseek for Certain Industries
DeepSeek's New Model and What It Might Mean for Markets (NOTW#30)
14. The Qualities of Industrial Assets w/ John Rotonti
A fertile ground for the individual investor
Incentives, incentives, incentives, and some pretty relevant news (NOTW#29)
Is Alcohol Consumption in Terminal Decline?
Higher interest rates for the right reasons and why I am adding Keysight to my portfolio (NOTW#28)