November 9, 2025 – Earnings, US Foundational Removal, & Portfolio Moves
It was a fairly busy week on the markets. We started to see many high-valuation stocks take large-scale losses after...
It was a fairly busy week on the markets. We started to see many high-valuation stocks take large-scale losses after...
Everywhere you look right now, the obsession with artificial intelligence is impossible to miss. From chipmakers printing money to startups...
It’s been a busy few weeks for me, both in the markets and at home. While investors debate whether the...
What a wild week on the markets. I know I have mentioned that a lot of this feels like 2021....
Today’s newsletter will be short and sweet, as the bulk of the content will be in my report for the...
Lots of volatility to close out the week as Trump has yet again threatened additional and heightened tariffs on China....
Key takeaways Earnings growth depends on steady bulk and energy volumes Efficiency gains support margins but face execution risk Valuation...
Key takeaways Profit margins remain under pressure from higher care costs Optum continues to support earnings but growth has cooled...
Key takeaways Membership fees keep profits steady, but growth relies on expansion and spending trends E‑commerce and private labels offer...
It has been a while since I last sent out an update on my model portfolios here at Stocktrades Premium....