Introducing The Spilled Coffee Double Shot
The Spilled Coffee Double Shot is a new curated list of 20‑25 high‑conviction, long‑term stock ideas from the author’s research. It separates these bench ideas from his personal, concentrated portfolio, marking owned positions with a coffee cup icon to show real money is at risk. Each entry includes a concise thesis, the primary risk, and a clear trigger that would cause the author to abandon the position, deliberately avoiding 12‑month price targets. The full list and detailed portfolio data are offered exclusively to paid subscribers, positioning the service as a premium research product.
Investing Update: Why Is the Market Ripping?
The S&P 500 closed at 7,165, marking a fourth straight weekly gain—the first such streak since October 2024. The Nasdaq surged 1.5% to a record 24,837, delivering a 16% rally in just 16 trading days, while the broader tech sector climbed 20%...
Investing Update: I Told You So
The S&P 500 and Nasdaq each closed at record highs, the Nasdaq logging its longest 13‑day winning streak since 1992. From the March 30 lows, the S&P 500 surged 13% in just 14 trading sessions, while the Russell 2000 led major...
What Do You Do With Microsoft?
Microsoft’s shares have slumped more than 26% year‑to‑date, a 33% drop from the all‑time high, making it the poorest performer among the Magnificent Seven in 2026. The latest quarter marked the company’s worst results since the 2008 financial crisis and...