Blog

Russ Cohen

On Holdings Sets Up for Marathon Rally: New Highs Are Coming

’ share price has its share of headwinds, including macroeconomic pressures, a surprise CEO change, FX conversion, and slowing growth, but these are priced into the market. While headwinds remain, the company continues to perform well, sustaining a high growth pace and widening margins in a world with share for the taking. Its biggest competitor ...

Russ Cohen

MP Materials Is Quietly Building a Rare Earth Powerhouse

In 2025, rare earth elements company was indisputably one of the market’s most discussed and best-performing stocks. Shares ended the year up approximately 224%, buoyed by investments from the U.S. government and deals with massive companies like Apple. Although headlines around this name have died down a bit in 2026, MP Materials continues to perform ...

Russ Cohen

Inflation’s Back – Will It Crash the Market?

Listen to the audio version of this article (generated by AI). April inflation comes in hot… why Louis Navellier doesn’t expect relief at the pump anytime soon… but he’s bullish on this corner of the market… Luke Lango says the market’s divergence is getting worse… the “Summer of Stagflation” This morning’s April Consumer Price Index ...

Russ Cohen

If the Late ’90s Are the Comp, the AI Boom Still Has Legs

Many have drawn the comparison between the current AI buildout with the dotcom period in the late 1990s, when the infrastructure for the internet was built. It’s a sensible comparison to make because of the massive amount of capital deployed to commercialize the buildout of revolutionary and life-changing technology. It’s also a reasonable comparison to ...

Russ Cohen

Circle IPO Math Looks Richer After Arc Draws BlackRock and A16z

In crypto-related news, surged approximately +15% after the company disclosed a $222M presale for , its new Layer-1 blockchain targeting institutional stablecoin settlement, with the round valuing Arc at a fully diluted $3Bn. It has drawn commitments from Andreessen Horowitz, BlackRock, Apollo Funds, Intercontinental Exchange, SBI Group, Janus Henderson, Standard Chartered Ventures, General Catalyst, Haun ...

Russ Cohen

Where Will Berkshire Hathaway Stock Be in 5 Years?

The legendary head of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B), Warren Buffett, is nearly unmatched in his investing acumen. You don’t get a nickname like “Oracle of Omaha” by being a slouch. Although it sometimes seems like it, his success isn’t from divining the future; it’s from sticking to a clear, disciplined strategy and philosophy ...

Russ Cohen

The S&P 500’s Narrow Rally: 10 Stocks Accounted for 69% of Gains

Since the market lows on 30 March, the has gained 16%. However, most of this rebound came from only 10 companies, which generated nearly 70% of the index’s total performance. and alone contributed about 25% of the rally, showing how concentrated the market gains have become. Source: Negligible Capital The AI Bubble Vs. The Internet Bubble ...