Latest Insights on SQ

corporate america needs to go on a diet Corporate America Needs to Go on a Diet — Fast! All of a sudden, we’ve gone from a strong economy to a corporate America that is out of shape.
2 Inflation Losers, and 2 Big Winners 2 Inflation Losers, and 2 Big Winners High inflation is driving widespread changes in consumer behavior — and it's handing us plenty of trades...
A Recession Is the Best-Case Scenario A Recession Is the Best-Case Scenario While economists squabble over the technical definition of a recession, Mike Carr sees something far worse looming on the horizon...
Investing in lottery tickets is a mistake These Investors Are Making the Lottery Ticket Mistake
by Lina Lee August 20, 2022 Investing, Real Talk, Stocks
(3-minute read) No matter what Mr. Market is doing, Charles is focused on finding opportunities in quality businesses for you…
Applied Materials semiconductor AC/DC meme Only AMAT-ter Of Time; Blue-Chip Dividends & Deere Necessities
by Joseph Hargett August 19, 2022 Great Stuff
Friday Four Play: The “His Applied Materials” Edition Great Ones, it’s no secret that the tech sector is in shambles right now. A shadow of its former market-domineering self. Even semiconductor stocks — the linchpins of the tech sector — are taking a massive beating. But as Douglas Adams once wrote: “Don’t Panic!” After all, […]

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