The Quiet Bull Market You Missed
2026 has been completely dominated by two major investment themes. The first is the explosion in AI infrastructure spending that ...
Tag: Green Zone Power Ratings
Peace at Last. What’s Next for Energy Stocks?
Is it really over? President Donald Trump announced yesterday that America had reached a ceasefire deal with Iran, punctuating the ...
Earnings Report Card: Oil Is Quietly Reentering the Market Narrative
For the past two years, corporate America had basically stopped talking about oil. Earnings call after earnings call, executives were ...
Retail Turnarounds to International Value Plays… New Bulls This Week
Today is Thursday, and you know what that means. I’ll be reviewing the stocks that recently passed the “Bullish” threshold ...
The Bullish Case for Energy Just Got Stronger
Yesterday, I wrote about energy’s return to the top of the leaderboard. After a particularly strong week, the State Street ...
Feeling Whipsawed Yet?
This time last week, technology shares had just come off of one of their best weeks in recent history, up ...
Earnings Report Card: The Bull Case No One Is Talking About
Something unusual has been happening quietly taking place Easter. analysts have actually been raising their earnings estimates. In a world ...
How Did THAT Stock Get on the List?
Today is Thursday, and you know what that means. I’ll be reviewing the stocks that recently passed the “Bullish” threshold ...
The Efficiency Trap — And Why I’m Not Ready to Stop Worrying About AI
There’s an idea from 1865 that I can’t stop thinking about. Economist and logician William Stanley Jevons noticed something counterintuitive ...
There’s More to This Market Rally Than Tech
The tech sector is on fire. We know this. Everyone knows this. And as I wrote yesterday, the stock market ...
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