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...
I have the pleasure of staying at a place right next to ocean. It really is lovely. I've talked a lot with the guys on the team and they all say the same thing. As a trader, it's so valuable to spend time looking at the ocean. It gives you a...
