The Economic Market Cycle is Changing
Laying out where multiples lie today using EBITDA, Gross Profit, Earnings, and PEG ratio
History is suggesting a truly unprecedented move in the NASDAQ
The Federal Government, not the Central Bank, Created Inflation
The Value Trade of 2022 and 4 Rate Hikes
The signs and signals we are watching. Data to support hypothesis.
Stocks have sold off, drastically. When people say "invest in fundamentally strong companies", what does that mean?
Closing down 2% today off it's highs, the NASDAQ and tech stocks get the brunt of the hit
Profitable, High Growth and High Conviction
This doesn't seem right, it's too predictable
2021 in rewind and 2022 strategic positioning
Thinking in terms of years, rather than days, we get the right perspective