Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Market On Close, Tuesday 16 December
AI Bubble vs. Geopolitical Power Struggle
ADMA Biologics Q2 FY12/25 Earnings Review
Running With The Big Dogs
Market On Open, Monday 15 December
Billy Bob Thorton May Have Left The Building
The AI Trade Lives! Broadcom Q4 FY10/25 Earnings Review
It Will Be King. And Not Just For One Day.
Market On Open, Friday 12 December
One Big Beautiful Bull Run
Synopsys Q4 FY1/26 Earnings Review
200 Reasons To Remain Cautious
Market On Close, Wednesday 10 December
Running It Hot.
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