Honeywell Trifecta
How to play the pre-split and post-split investor opportunities for the Honeywell break up in 2026. Subscribe now *See my offer at the end of this article about how you can be kept “in the know” about this opportunity in the market as a paid subscriber. Honeywell’s Trifecta: Analyzing the Planned Split and Investment Opportunities […]
Your Calm: The Loaded Weapon
Subscribe now Everyone looks like a genius in a bull run, even Richard from the Nerd Wallet commercial. It’s easy to believe in your strategy when the chart looks like a proverbial hockey stick, always up. Your portfolio grows, your confidence blooms, and every dip feels like a sale, a discount. But in times like […]
Join me on Notes
I publish notes of importance on Substack Notes and would love for you to join me there! Notes is a new space on Substack for us to share links, short posts, quotes, photos, and more. I plan to use it for things that don’t fit in the newsletter, like work-in-progress or quick questions. Stock Talk […]
Amazon Lays Off 1,286,000
Stock Talk is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. We will get new Amazon reporting this Thursday, May 1st, after the closing bell. Currently they list 1,550,000 employees as their total headcount, doing warehousing, delivery and administration, et al. The question for todays […]
The Silent Quarter
Subscribe now When Companies Stop Giving Guidance As we analyze the first quarter of 2025, this earnings season reveals a concerning trend. Companies across various sectors are increasingly reluctant to provide forward guidance—those critical projections of future earnings and revenue that investors rely on for decision-making to buy or sell shares of stock. This “silent […]
Student Loan Debt
Stock Talk is a reader-supported publication. To receive new posts and support my work, consider becoming a paid subscriber. There cannot be a crisis this week, my schedule is already full Subscribe now The tassel on Maya’s graduation cap felt like a distant memory, now used as a bookmark for her favorite romance novels. Once […]
The Time Has Arrived
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What Happens at the End of the 90 Days Pause?
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