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TSLA

Wall Street Breakfast Podcast: Canada Ready To Counter Trump Tariffs

Trudeau says Canada ready with counter-tariffs. Europe’s largest pension fund sells Tesla stake over Musk's pay package: report. White House delays order for US Steel deal...

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TSLA

Forget Fundamentals – Tesla Stock Exposed To Inevitable Trump-Musk Standoff

Tesla valuation is underpinned by sentiment and future hopes. See why a potential fallout between Musk and Trump could trigger significant selling in TSLA shares...

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AAPL AMZN MSFT

Fundsmith Equity Fund 2024 Annual Letter To Shareholders

Our Fund is the second-best performer since its inception in November 2010 in the Investment Association Global sector of 162 funds. Read more here...

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AAPL AMZN GOOGL MSFT

Apple’s Bold Move: Avoiding The AI Arms Race

Apple's decision to sidestep the AI arms race is a winning move. See why I think AAPL stock may be the safest investment among the magnificent seven...

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AAPL

Wall Street Brunch: All Aboard The Earnings Train

JPMorgan, Citi, BofA, Wells Fargo, Goldman and more on the calendar. Hot CPI could slash odds of rate cuts further. L.A. wildfires could be most costly ever...

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AAPL

The blunt truth on Nvidia, the ‘Magnificent 7,’ and markets

With great promise, comes great expectations — sometimes too lofty of expectations...

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AMZN MSFT

An Important Warning For These 6-20% Dividend Yields

Recently, one of the most dynamic high-yield, high-growth segments of the market has been dealt severe headwinds. I share how I am navigating these choppy waters...

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AAPL

TSMC: One Of My Favorite AI Picks In 2025

Discover why TSMC is a top AI stock pick, with unmatched positioning and diversification despite geopolitical risks...

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AAPL

Apple Is the Largest Company in the World. Here’s Why Investors Should Be Wary of the Stock in 2025.

Almost everyone knows Apple (NASDAQ: AAPL). Many millions of us have the company's devices in our pockets, handbags, or desktops, and many millions send Apple lots of money every year. Indeed, in Apple's last fiscal year, it raked in $391 billion in revenue...

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IBM

IBM: HashiCorp Distractions

I discuss IBM's $7 billion acquisition of HashiCorp, highlighting challenges and missed opportunities in AI software growth...

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