The little guys are back—and they’re leading the market higher.

The Russell 2000 $IWM just closed the week at its highest level in its history. 

After nearly four years of going nowhere, it’s finally...

There were no S&P 500 earnings reactions on Friday, but the materials sector continues to stand out to us. Here's a name that we like. 

Olympic Steel $ZEUS is a classic under-the-radar materials name that is often overlooked until...

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 ...

This morning, I learned that an old friend of mine passed away.

He was a year or two younger than me. Grew up about ten houses down the street. We hung out a bunch when we were young kids, then again when we were in college. But sadly, we hadn't...

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...

Today, I’ll keep it simple.

From where I’m sitting, this is still very much a risk-on market.

The sectors that typically perform well during “risk-off” environments are the first to lag—and that’s exactly what...

There were no S&P 500 earnings reactions on Wednesday, but insurance stocks continue to stand out to us. 

And there's one name in particular that we love.

Lemonade $LMND is a $6B property and casualty insurance company built from...

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We kicked off the year strong, and risk...