SaaSmageddon Is Here – and Not All Software Stocks Will Survive
Welcome to the end of the world for Software-as-a-Service (SaaS) stocks – at least as we’ve known them. Recently, we’ve
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The Market’s ‘Sell America’ Narrative Is Overblown, Alpine Macro Says
This year has seen a revival of the “Sell America” narrative amid new trade war tensions and Donald Trump’s aggressive
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An Analyst’s Guide to Picking AI Stock Winners and Avoiding the Losers
The tech stock sell-off that rattled Wall Street last week served as a reminder to investors that AI hype works
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The Easy AI Money Is Over, but the Bigger Gains Come Next
A market dislocation is forming, and the biggest opportunities usually appear before the headlines catch up… Editor’s Note: Markets don’t
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The Devon-Coterra Merger: 7 Key Questions Answered
Devon Energy’s merger with Coterra has investors asking important questions about dividends, ownership, and strategy. Here’s what you need to
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AI Stock Rut Shows Investors Realizing They Were ‘Sold a Bill of Goods’
With names like Nvidia, Oracle, and CoreWeave down double digits in the last few months, the AI trade appears to
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