Many people think of position size in terms of how many shares they own of a particular stock. But it’s much smarter to think of it in terms of what percentage of your total capital is in a particular stock.

The Truth No One Wants to Hear About Stocks

Many investors haven’t entertained the possibility that last year’s bear market is over. I get where they’re coming from. But the price action I’m seeing is making me more bullish by the day. Let me explain.

Did Sports Betting Grow Last Year Because Stocks Didn’t?

Simply put, people are disappointed with how the stock market has performed over the last 12 months, and they feel jaded by stubbornly high inflation and rising interest rates.

Good Jockeys, Bad Horses. Avoid These ’Disruptors’

Like WeWork, Redfin requires near 100% perfect execution — plus, a bit of luck — for the stock to work from here. Both companies appear to have poor unit economics. They also have bad balance sheets. Revenue growth won’t overcome poor unit economics.

We Affirm Affirm: This BNPL Stock Is Worth a Closer Look

Last summer, as delinquency rates rose and recession fears loomed, many called for an end to the BNPL business model. But Affirm’s fundamentals remain strong.

A Pivotal Moment for Bond Investors

This hiking cycle is not just impacting the equity markets. The bond market experienced an incredible shakeout because of the interest rates rise. This has made for one of the worst returning years in the bond market ever. But every crisis and subsequent recovery is different.

Tactics & Trends

Everything an Investor Needs to Know About The Petrodollar and, Um, The Petroyuan

EQUITIES SNAPSHOT

Recession Odds Rising (Plus: Jay Powell, Meet Sal Dali)

What Bank Regulators Should Be Thinking About Now (This Crisis and Also the Next)

Is It Time to Rethink Your Investment Strategy?

Get Equities to your inbox how you want it.

Stocks & Sectors

Is It Time to Rethink Your Investment Strategy?

Agriculture ETFs: Planting the Seeds that Will Feed and Increasingly Power the World

Global Payments Inc.: A Bread-and-Butter Fintech That’s Worth Keeping an Eye On

Are AI Stocks the Next Bubble?

When U.S. Stocks Pass the Torch and What That Might Look Like

Economy

Recession Odds Rising (Plus: Jay Powell, Meet Sal Dali)

What Bank Regulators Should Be Thinking About Now (This Crisis and Also the Next)

Early Lessons of Silicon Valley Bank’s Failure: 3 Links That Make You Think

Agriculture ETFs: Planting the Seeds that Will Feed and Increasingly Power the World

Market Implications Are Significant as U.S. – China Relations Falter

How We Use Assumptions and Why They Matter

The Economy and the Markets: Muddling Through in 2023 — and Then What?

Don’t Get Mad; Get Smarter About Position Sizing

The Truth No One Wants to Hear About Stocks

Did Sports Betting Grow Last Year Because Stocks Didn’t?

Good Jockeys, Bad Horses. Avoid These ’Disruptors’

We Affirm Affirm: This BNPL Stock Is Worth a Closer Look

A Pivotal Moment for Bond Investors

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