More Growth is in the Pipeline for South Bow Shareholders After Our +31% Return

When our clients first became shareholders of South Bow (SOBO) on September 25, 2024, it wasn’t by choice. The new company was a spinoff from TC Energy. To be frank, we weren’t expecting much. (Disclosure: Jeff Pollock and Sunni Schneider directly and indirectly hold a financial interest in South Bow as shareholders.) Expanding SOBO’s Keystone pipeline […]

Would Fewer Earnings Reports Mean More Market Volatility?

President Donald Trump is once again floating the idea of cutting the number of corporate earnings reports in half — from four to two per year. The proposal, first raised during his presidency in 2018, would have U.S. public companies report every six months instead of quarterly. While it may sound like a way to […]

Are We In a Bubble?

Much like the Internet changed the world, so too will artificial intelligence. But with stock prices on fire lately, many are asking if we’re in a bubble that is ready to burst. When people foresee a bubble, anyone that owns stocks is wise to listen up. Federal Reserve Chair Alan Greenspan famously warned about “irrational […]