Jeff Macke is the person I go to when it comes to all things Retail and Consumer Brands. He's been doing this longer and better than anyone else I can think of.
November marks the beginning of the best three-month period of the year for stocks and a brand-new NBA season. Moreover, the sportsbooks have priced in my...
As we inch closer to the election, the "change-of-narrative" plays still hold interest to me -- both as hedges to my overall bullish positioning, and as alpha generators.
Today's trade is in a "junky" solar name that has gotten beaten down with...
