Punxsutawney Phil gets bearish. Watch those employment benchmark revisions. Tariffs at 'most hawkish end of the protectionist spectrum.'...
Continue ReadingDuring Q4 2024, global stocks were pressured by investor concerns about economic growth, persistent inflation in some regions and the uncertain path of interest-rate cuts in 2025...
Continue ReadingGoogleâs earnings growth is driven by ad spending and AI. Read why GOOG stock offers an attractive valuation at 25x earnings, with a $255 fair value estimate...
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Continue ReadingTech biggies continue to report earnings this week. A bunch of labor reports are to be released. EU inflation data will be released on Wednesday. See more here...
Continue ReadingAppleâs vertical integration positions it for AI success. Learn why AAPL stock is a top pick with its focus on on-device AI and user privacy...
Continue ReadingDeepSeekâs advancements suggest a bearish outlook for US tech stocks. Read why DEEPSEEK stock could outperform as AI innovations replace old tech models...
Continue ReadingThe stock market's current valuations are elevated, driven by AI optimism, and there's a potential rotation from tech to other sectors to come in 2025. I share what stocks I'm buying now...
Continue ReadingGeneral American Investors Company focuses on long-term growth with a buy-and-hold strategy. See why GAM stock offers value at a 12.59% discount to NAV...
Continue ReadingAlphabet Inc.'s strong Q3 results and leadership in digital advertising, AI, and cloud position it for double-digit earnings growth. Learn more about GOOG stock here...
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