Price tells you what happened. Flow tells you who made it happen and whether they’re likely to keep doing it. I learned to separate those two questions the hard way, watching indexes grind higher on…
Somebody asked me last month which stock research subscription I’d keep if I could only keep one, and I genuinely couldn’t answer, because the honest truth is I use six of them for six different…
Every conversation I have with readers about chip stocks eventually turns into a conversation about one company, and I understand why. But Nvidia’s dominance is also exactly why I think the more interesting risk-reward in…
I’ve spent most of this year telling readers to be selective about tech, and I’ll be honest, that advice has occasionally looked wrong for a quarter at a time before looking right again. That’s the…
Every few months I get some version of the same message from a reader: “I want the safest possible way to generate income from my portfolio, and I don’t want to babysit it.” My honest…
