Research
Buy the XHB For Exposure to US Housing Improving
A year ago, we identified several major growth themes in the US equity market where we recommend that investors focus. One important theme was Housing and Building Products...
NVDA: Do You Know Something No One Else Does?
While I was a former multiple-time #1 ranked Semiconductor Analyst by Institutional Investor Magazine, I honestly do not have a particularly differentiated view on Nvidia (Ticker: NVDA) following last night’s earnings...
Don’t Make Short-Term Market Calls
Every day, Wall Street “experts” reference signals they believe will help them make accurate short-term market calls...
What Can Walmart Earnings Tell Us About 2025?
Walmart (Ticker: WMT) earnings last week highlighted two issues we have been discussing in 2025.
Could the Consumer Discretionary Sector Be Weak This Month?
We know many investors are looking for sector-based ETFs to buy or sell for shorter-term trades...