Corporate Insights

IPO of the Week: The Trade Desk

Established in 2009, Trade Desk is an advertising technology company. Trade Desk provides a self-serve technology platform for ad buyers, which the programmatic advertising...

Chevron Writes Shale’s Next Chapter

In the 1990s U.S. bankers were consolidating. My own career spans several bank mergers. Manufacturers Hanover merged with Chemical Bank in 1992, followed by...

Shale Cycles Faster, Boosting Returns

Chevron (CVX) CEO Mike Wirth must have used the term “short-cycle” at least half a dozen times on Friday’s conference call discussing their $33BN...

Enlink CEO Talks Strategy

Sharply higher commodity prices shouldn’t be a major source of concern for pipeline investors. But that was the answer Enlink (ENLC) President and CEO...

How big is the GAMING opportunity?

Investing in Entertainment: I spend an enormous amount of time looking at consumer trends and one theme in particular is “entertainment”. As human beings we...

Newsletter

Don't miss

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.

How Leading Consumer Brands Have Emerged Stronger Since 2019

The last five years have been among the most intense stress tests in modern business history.

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

Politics Trumps the Numbers, Can Markets Keep Their Cool?

The Calm Before the Storm: A Volatility Pro’s Reflection on Markets at All-Time Highs

We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.