Accountant Investment Advice Stock 
Mergers and Inquisitions
JANUARY 8, 2025
Ive said before that nothing on this site is meant to be investment advice. That said, my annual investment/market updates always get a lot of traffic, so I thought it might be interesting to follow up on this years update with more of an advice article.
CNBC: Investing
JULY 21, 2025
The gains have been largely driven by large-cap technology stocks like Nvidia (NVDA) and Microsoft (MSFT) , which are up about 100% and 48%, respectively. We think there is greater appeal in relatively oversold stocks as the rally broadens. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
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CNBC: Investing
JULY 7, 2025
Since the April low, QQQ has outpaced SPY by approximately 7%, fueled by its heavier weighting in technology stocks that have led the recent rally. This suggests there will be a short-term moderation in outperformance from QQQ and large-cap technology stocks. equity market proxies.
CNBC: Investing
JULY 14, 2025
Stocks with exposure to the cryptocurrency marketplace are rallying, as well, as we find they generally hold strong positive correlations (60% or more) with bitcoin. Two of the most widely followed stocks in the space are MicroStrategy (Strategy) (MSTR) and Coinbase (COIN) , both of which have seen significant rallies alongside bitcoin.
CNBC: Investing
JUNE 9, 2025
However, high-profile semiconductor stocks now look overextended, which suggests the market is at risk of losing a primary source of leadership. However, high-profile semiconductor stocks now look overextended, which suggests the market is at risk of losing a primary source of leadership.
CNBC: Investing
JUNE 16, 2025
Oil services stocks have naturally been out of favor the past couple years while oil prices have trended lower, but they should outperform the broader equity market in the short term. If this occurs, we would feel more comfortable building long-term exposure to oil services stocks. Support is initially near $65/bbl.
Peak Frameworks
AUGUST 24, 2023
There are different types of brokerages, each offering varying levels of service: Full-service brokerages provide a range of services including investment advice, research, and retirement planning, such as Merrill Lynch. Some brokerages may also charge a fee for transferring out funds or closing an account. Start trading.
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