The Stock Market Is Dismissing Trump’s Tariffs. Why That’s a Mistake and 4 Other Things to Know Today...
Continue ReadingNvidia Stock Rises. How the Chip Maker Is Shrugging Off Trump Tariff Worries...
Continue ReadingDiscover key insights on IWLG, an actively managed ETF with tech focus. Explore its performance vs. SCHG and Russell 1000 Growth...
Continue ReadingThe Artisan Global Opportunities Fund portfolio experienced slight weakness in Q4 but delivered a strong absolute return in 2024. Click here to read the full commentary...
Continue ReadingThe Harding Loevner Global Developed Markets Equity composite fell 1.0% (gross) in Q4 2024, while the MSCI World Index was about flat. Click here to read more...
Continue ReadingInvestors could be overestimating the contribution of Hims & Hers' compounded GLP-1 medications to its top line. Read why I recommend HIMS stock a Hold...
Continue ReadingAtai Capital returned 3.1% in the fourth quarter, bringing our full-year 2024 returns to 7.7% net of all fees. Click here to read the full fund letter...
Continue ReadingAmazon's stock currently seems moderately overvalued, as analysis of P/S and P/E ratios show it's relatively expensive. Click here to read why AMZN is a Sell...
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