I got a lot of feedback from yesterday's note, where I urged you to...

I’m always thinking about where the next big winners will come from.

Who’s going to be the secular leader of tomorrow?

Who has the scale, the reach, the ecosystem to dominate an industry?

Sometimes you have to dig deeper, past the...

In bull markets, everyone eventually gets a turn.

And if there’s one sector that hasn’t had its moment yet, it’s Energy.

Beneath the surface, we’re starting to see some strength emerging, especially in the refiners and oil services names....

If you're trading with money you cannot afford to lose, then you will not win.

It's that simple. Read that sentence again.

And if you think you are trading with money you can afford to lose, but then find yourself...

A number of people have reached out recently, asking in various ways if I have suggestions for riding out portfolio volatility.

I get it. When you're sitting on large gains or holding predominantly bullish positions, every market wiggle feels...

If I had to pick the most heated groups of stocks over the past few years, I’d start with China… and then Solar.

Every cycle needs a comeback story, and solar might be writing one of the best right now.

After years of getting crushed and...