There were no S&P 500 earnings reactions on Wednesday, but we saw one of the strongest earnings reactions of the season in a name you've probably never heard of.

Photronics $PLAB isn’t a name most investors think of when discussing...

Sing up for my free daily note here.

As we head into year-end, I think it’s worth...

Earnings season is the heartbeat of the market, and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

2025 was a year of transformation for me.

The transformation touched numerous places in my life, but for our purposes here, we'll talk about my trading.

Performance-wise, I had my best year in at least ten years. Maybe longer? But for me,...

Sing up for my free daily note here.

I can’t imagine this bull market ending without...

There were no S&P 500 earnings reactions on Monday, but Canadian banks are red hot right now. We need to tell you about it.

Canadian banks have been absolute monsters for decades, backed by conservative underwriting, dominant domestic market...

There were no S&P 500 earnings reactions on Friday, but there was a non-S&P 500 earnings reaction that caught our attention. 

The company's name is Rubrik $RBRK.

They sit at the intersection of cyber, data, identity, and AI....

Earnings are the heartbeat of the market, and every week brings a fresh set of opportunities and risks. 

With each report, we get new information on corporate health, investor sentiment, and where money is rotating.

In the ...