Blog

Russ Cohen

Merck’s Next Growth Chapter Is Starting to Outshine Keytruda Risk

Merck & Company Inc () has gone from patent-cliff worry to large-cap pharma comeback story. Not long ago, the stock was being valued like a mature drugmaker with one giant problem: Keytruda. Merck’s blockbuster cancer therapy remains one of the most important drugs in the world, but its eventual loss of exclusivity has long raised ...

Russ Cohen

Crypto Market Update: SEC Delays Tokenized Stock Exemption

Here’s a quick recap of the crypto landscape for Monday (May 25) as of 9:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$77,352.26, trading flat over the past 24 hours. Chart via TradingView Bitcoin price performance, May 25, ...

Russ Cohen

Corrections Vs. Bear Markets: Why 20% Declines Are Obsolete

After three decades of watching market cycles play out from both sides of the trade, I’ve come to a simple conclusion: Wall Street’s love of simple rules is one of the most dangerous aspects of investing. When stocks fall 10%, it’s just a “correction.” However, if they decline 20%, it’s a “bear market.” Simple, clean, ...

Russ Cohen

The Market Does Have History of Testing New Fed Chairs

The market has a history of testing new Federal Reserve chairs. There have been 6 Fed chairs sworn in since the was constructed, and the market has experienced a 20%+ drawdown within the 1st year in 4 of those 6 occasions. On average, the pain has come within the 3-6 month window, with the averages ...

Russ Cohen

MRVL to Post Q1 Earnings: Time to Buy, Sell or Hold the Stock?

Marvell Technology, Inc. MRVL is scheduled to report first-quarter fiscal 2026 results after market close on May 29, 2025. Marvell Technology anticipates revenues of $1.875 billion (+/- 5%) for first-quarter fiscal 2026. The Zacks Consensus Estimate for MRVL’s fiscal first-quarter revenues is pegged at $1.88 billion, indicating year-over-year growth of 61.6%. For the fiscal first ...