U.S. companies find themselves in the best fiscal health in recent memory.
Why the law of large numbers doesn't apply to Apple
Apple has not even scratched the enterprise surface, and still has plenty of business to steal from Android in mobile.
Anemic growth in the time of massive debt
As it was two years ago, U.S. economic growth is still slow and the recovery has yet to show signs of self-sustaining progress.
SodaStream still has plenty of fizz
The company has continued to beat Wall Street’s estimates in each of the past five quarters.
As China fears lift our material stocks will benefit
The biggest impact to the model has been the fear over global growth and especially China
America's oil and gas boom is a big plus for manufacturing
Major technological advances in the oil & gas industry have caused the U. S. to have an increase in oil production for the first time in over twenty years.
This stock market is on track for multi-year highs
This model will remain fully invested to capture as much upside as possible while protecting against any major downside.
Zillow's potential in the real estate space remains big
The company has continued to execute and we’re looking forward to Zillow’s first quarter earnings announcement in early May.
Holding steady with my VIX hedging strategy
I plan to maintain my current asset allocation strategy of shorting the VXX and going long on the VXZ.
Why I see the S&P 500 hitting 1,600 by year-end
This forecast is based on belief that bank earnings, dividends and repurchases will provide the next catalyst to earnings for the index.