The stock market has increased 24% in 2024, and many investors think we will see a "melt up" in 2025. But at the same time, share prices are sitting at all time highs. On top of this, stocks are trading at high valuations, meaning their profits are tiny compared to their price. Which may leave yo...

  Generative AI is one of the most impressive innovations of my generation. It is also the most overhyped. As of May 31, 2024, NVIDIA’s stock price has increased ~128%, and to the untrained eye, there is still no sign of the company slowing down. After all, the company reported earnings last wee...

Last week, GameStop stock (ticker: $GME) rose 179% before finishing the week up 27%. Normally I would explain what the company did to drive this crazy performance. Maybe they just announced a powerful new AI model, or perhaps they just got acquired by a private equity firm. The real reason thoug...

Last week, Disney’s stock ($DIS) fell ~10% after reporting second quarter earnings. This was despite the fact that the company partially beat its own expectations for the quarter and is on track to generate ~$8 billion in Free Cash Flow this year. That’s a lot of churros. The reason investors dr...