Level Set: AI Cycle – 3rd Inning to Growth Investors, 12th Inning for Value Investors, Upgrading Energy to Outperform Read More » Adam S. Parker, Ph.D. June 21, 2026
Level Set: The Tech. Sell-off, Lower Oil Price, Giga-Cap Transactions Read More » Adam S. Parker, Ph.D. June 14, 2026
Investigating Rotations, Collinearity, and The Reason Healthcare Investing Has Been Tough Read More » Adam S. Parker, Ph.D. June 10, 2026
Level Set – Earnings Upside and the Challenges of Value Investing Read More » Adam S. Parker, Ph.D. June 7, 2026
VIDEO – How Should You Think About AI Revenue Exposure? Read More » Adam S. Parker, Ph.D. May 24, 2026
