“It will potentially increase the company’s overall valuation as it continues to trade at a discount relative to peers”

by Marketing | Jun 4, 2025 | Market Notes, Media Notes

Instant view: Wells Fargo asset cap lifted, allowing bank to grow

Aptus Monthly Note

by Marketing | Jun 4, 2025 | Monthly Note

2025 June 2025: Don’t Hold the Bag May 2025: Durability in Divergence = Success April 2025: Own the Risk, Hedge the Tail March 2025: Winning the Long-Term Money Game February 2025: Losing Money Safely January 2025: Looking to 2025 2024 December 2024: Giving...

Zephyr’s Adjusted for Risk Podcast: Navigating Investment Risks

by Marketing | Jun 3, 2025 | Appearances, Market Notes, Media Notes

Recently, Brian sat down with Ryan Nauman of Zephyr Financial Technologies to discuss the primary risks of market volatility and the compounding ability of returns, emphasizing the need to focus on real returns over time. In this episode of Zephyr’s Adjusted for...

“I don’t see the stock working until the company gets its mojo back”

by Marketing | May 30, 2025 | Market Notes, Media Notes

Target at the Tipping Point: What It Needs to Do Now

“I think revenue guidance of $45 billion or higher would keep most investors in the stock”

by Marketing | May 29, 2025 | Market Notes, Media Notes

Nvidia manages sales beat despite China restrictions hanging over AI chip giant