Liquidity is rapidly draining out of financial system due to combined effect of Fed's QT program and larger-than-expected US budget deficits. Read more here...
Continue ReadingFreshpet is a $2.5bn market cap cat and dog food producer, with a focus on the premium pet food segment. Click here to read our analysis of FRPT stock...
Continue ReadingStock market saw significant correction in recent months, with some stocks down 95-99%. Read why I think this has led to concerns about stocks potentially going to 0...
Continue ReadingAmazon's stock has lost more than half of its value in 2022, and the stock has now produced zero returns over the last four years. Read more on AMZN stock here...
Continue ReadingA convergence of factors caused the poor performance of cannabis stocks in 2022. See why I believe cannabis stocks are on their path to recovery in 2023...
Continue ReadingA mild recession is a baseline scenario for the US economy in 2023. Read why Microsoft is better positioned with its massive horizontal business model...
Continue ReadingI explain about two investment books that make the most sense today and about my portfolio performance. Click here to know my list of stocks...
Continue ReadingTax-Loss harvesting is an important concept because it leads to improved after tax results for investors. It's not what investors earn, it's what they keep that really matters...
Continue ReadingHalvorsen's 13F portfolio value decreased marginally from $21.86B to $21.66B this quarter. Read more to see Viking Global's holdings and trades for Q3 2022...
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