WCLD: Cloud Computing Is Not Recession-Proof (Archive)
Cloud software’s growth tailwinds clash with recession risks and Fed-driven valuation headwinds.
5-Minute Pitches
5-Minute Stock Pitches. Expect 10–20 pitches focused on core stock drivers every month.
VDY: O Canada! How Your Dividends Tempt Me So! (Archive)
Bullish fundamentals, but I’m patiently waiting for technicals to align before buying VDY.
IWO: Small-Cap Growth Is Under Pressure (Archive)
Small-cap growth faces sustained bearish pressure amid higher rates and recession risks.
FINX: Too Risky; Stay Away (Archive)
FINX’s downtrend looks overextended, but there’s still no reliable long-term bottom.
IWY: Don't Chase Growth (Archive)
High rates trap IWY’s growth-heavy portfolio in a prolonged bearish trend.
IVW: Sell The Bad Slice Of The S&P 500 (Archive)
Growth-heavy IVW remains vulnerable as higher-for-longer rates pressure long-duration equities.
VPL: Pacific Equities May Be Bottoming Out (Archive)
Pacific equities are building a base, but I’m still waiting for trend confirmation.