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Arin P

Jun 21, 20233 min

Mega Cap v. Small/Mid Cap: Tech and Growth Stocks

Mega cap tech stocks like AAPL, MSFT, META, AMZN, GOOG, and NVDA have had an enormous run in the past two months. Their valuations are no...

Arin P

Apr 28, 20232 min

Update - Early Big Tech Earnings

We have gone through about a week of earnings season but many important companies have already reported. Notably, big tech reports from...

Arin P

Mar 12, 202311 min

Out of 2022 and Into 2023

· General Summary on how 2022 ended · Inflation Updates · Why markets behave in certain ways towards the end of the...

Arin P

Dec 19, 20221 min

Short Update

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Arin P

Oct 19, 202223 min

Diving into Stocks

While macroeconomic outcomes remain extremely uncertain in 2022, investors fear investing in stocks and have viciously sold through the...

Arin P

Sep 29, 202224 min

Macro Macro Macro (2022)

My Thoughts on Macroeconomic Conditions Before I share my own thoughts and opinions, here is a brief and simple summary of where the markets

Arin P

May 10, 20221 min

The Rise and Demise of Retail Investors: Victims of SPACs and Sophisticated Players

https://drive.google.com/file/d/1qdZnIDpzuy_ju3b_HL6OP12bgsi9pBjo/view?usp=sharing Business Law Seminar Article

Arin P

Apr 13, 202217 min

Ignoring the Noise and Looking for Opportunity

While reading the Wall Street Journal, watching CNBC, and following financial headlines might seem like a good way to gauge the best...

Arin P

Jan 23, 202116 min

Market 'Manifesto' - January 2021

My Warning to Investors in 2021

Pezzy Times