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Discover how a diversified portfolio, with a 9.3% YTD return, underperforming European indices beat the Dow and S&P 500 with a 236.96% total return since inception.

Tesla's high valuation, volatile growth, and speculative risks make it a challenging investment.

Levi Strauss & Co. shows growth in DTC, e-commerce, and women's apparel, with strong brand momentum and capital strategy. Click for my Q2 earnings update.

SPYI offers an attractive 12% distribution yield and strong S&P 500 growth participation, especially for tech-focused investors. Find out why SPYI is a top choice.

Bitcoin has proven to be a hedge and store of value, outdoing traditional assets during volatility and monetary debasement. Read why its long-term trend remains strong.

Discover why market euphoria hides risks like insider selling, AI-driven gains, and Fed uncertainty.

Vista Energy has rapidly scaled operations post-Q2, consolidating premium assets in Vaca Muerta and achieving record production. Read why VIST is a Buy.

The Master Account, in which I am personally invested alongside SMA clients, returned 12.4% net in Q2 2025, compared to 10.9% for the S&P 500.

Intuitive Surgical dominates the surgical robotics market with strong recurring revenues and high barriers to entry, despite its high valuation. Learn more on ISRG stock here.

Alphabet's undervaluation, stellar financials, and AI leadership drive strong growth potential. Read more on GOOGL's Strong Buy rating and also about the optimism and risks.