Earnings season is the heartbeat of the market - and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

The way I’ve learned it, the only way to own the best stocks… is to actually buy the best stocks.

That means we can’t get married to a theme or a sector just because we hope it’ll perform. Hope isn’t a strategy. Price is.

Earnings season is the heartbeat of the market - and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

We all have to-do lists.

Some of us have larger to-do lists than others.

Many of us are paralyzed by them. We look at that long list of items and we're stricken with the feeling that everything needs to be completed at once. Until they are...

There were no S&P 500 earnings reactions on Monday, but we want to tell you about one of our favorite growth stories in the market.

If you were building a long-term portfolio around the future of surgical care, you’d start with two companies...

Yesterday I hosted a new episode of...