Peloton reported a much better-than-expected quarter and guidance on (almost) every metric! CEO Peter Stern continues to find ways to rip out expenses without increasing churn. 

Put more simply, 18 months ago the question was whether or not...

Tuning into this week’s sector table, leadership is clearly clustering in risk-on corners of the market.

We’re now in a rotation game. Many sectors have already broken out, and now it's time for the...

For the most part, I have a process.

I source ideas from my usual places. I scan for my favorite setups. I assess where implied volatility sits to inform what type of options strategy might have an edge. I figure out how much...

Earnings season is hitting its stride.

Yesterday, we got 35 fresh reactions from S&P 500 names - and the market didn’t hold back. 

Volatility is exploding as investors sort the real growth stories from the hype.

We saw...

If I’m going to buy bonds, I’m going to buy the ones I think will go up the most.

At 37 years old, I think there’s a place for bonds in my long-term portfolio, just not a very big one...

It’s a small allocation, and I’m looking for the...

Yesterday we touched on how the S&P 500 has recently climbed the table on an increasingly competitive...

I’m in Philly this week.

And it’s already been a grand slam.

Literally.

There’s something about greatness in sports.

Hard to define. Easy to recognize.

And that’s...