Market Insights
Deep analysis, investment strategies, and market perspectives
NVIDIA's Explosive Q3 2025 Results: What the Numbers Really Mean
NVIDIA just dropped their Q3 2025 earnings and the numbers are staggering. Revenue up 206% year-over-year. But here's what most analysts are missing about the sustainability of this AI-driven growth.
The Fed's Next Move: Reading Between the Lines
With inflation cooling and the labor market showing cracks, the Fed is in a tricky spot. Here's my read on what Powell and company are likely planning for the next six months.
Magnificent Seven Valuation Check: Who's Actually Cheap?
Apple, Microsoft, Google, Amazon, Meta, Tesla, NVIDIA. These seven stocks make up nearly 30% of the S&P 500. I broke down the valuations to see which ones still offer value.
Q4 2025 Strategy: Positioning for Year-End Volatility
Fourth quarter brings unique challenges - election volatility, tax-loss harvesting, window dressing. Here's how I'm positioned and what I'm watching.
Getting Started with US Stocks: A Practical Guide
New to US stock investing? I've been doing this for over a decade. Here are the things I wish someone had told me when I started.
Apple's iPhone Growth Challenge: Beyond Hardware
Apple's iPhone sales are plateauing. But the real story is how the company is pivoting to services and subscription revenue. Here's what investors need to know.
How to Read Financial Statements: A Practical Guide
Financial statements can be intimidating, but they're essential for stock investing. Here's a straightforward guide to understanding what really matters.
Value vs Growth Investing: Which Approach Works in 2025?
Value and growth investing have both had their moments. Here's how to think about which approach makes sense for your portfolio in today's market.
Energy Sector Investment Opportunities in a Transitioning World
The energy transition is creating opportunities in both traditional oil & gas and renewable energy. Here's where the smart money is going.
Diversification Myths and Reality: Building a Real Portfolio
Everyone tells you to diversify, but what does that actually mean? Here's how to build a portfolio that actually reduces risk without diluting returns.
Tesla vs The World: Can They Maintain Their EV Lead?
Tesla revolutionized electric vehicles, but competition is heating up. Here's what investors need to know about Tesla's competitive position.