Kinsale Capital (KNSL)
Rapid Growth – P&C Insurance
Rapid Growth – MedTech
Rapid Growth – Exercise Equipment
Rapid Growth – Software
Vital Farms (VITL)
Rapid Growth – Eggs & Butter
Time Is on Our Side
In 1964 the Rolling Stones their...
Burden of Proof is On the Bulls
At heart, we’re students of the market, which means one of the key tools we use is spotting the difference between normal, run-of-the-mill action and abnormal, noteworthy action, the latter of which is what usually causes us make...
Index divergences like the one we're seeing between the Nasdaq and the S&P 500 and Dow are rare. In fact, it's only happened three times this century.
Fundamentally, the only recent news regarding the marijuana industry is that the U.S. House of Representatives will vote on the MORE Act, which would deschedule marijuana and thereby legalize it federally, the week of September 21. Passage is likely. Getting through the Senate not.
Don’t Fight the Fed?
The U.S. Federal Reserve Bank, called by its colloquial name “the Fed” even on its website, made its informal but landmark policy change official last week. For the foreseeable future, the Fed will keep interest rates near zero, focusing almost on...