Muddled Microsoft

Muddled Microsoft

Ahead of tonight’s earnings report shares of Microsoft remain range bound. Shortly after reaching new all time highs in early June MSFT began to consolidate in a narrow range. There have been numerous breakout attempts but none have been able to convincingly...
The Dash for Trash

The Dash for Trash

In this week’s edition of the Market & Portfolio Review we reviews the recent rotation away from durable growth stock and into stocks with broken business models. We also review the recent steepening of the yield curve, why it’s happening and what it says...