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Research

Level Set – What If Stagflation Was a Stock?

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Adam S. Parker, Ph.D. April 28, 2024

Level Set – Good Is Good, Bad Is Bad, Except at Extremes

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Adam S. Parker, Ph.D. April 21, 2024

Technology Strategy: NVDA Hedges

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Adam S. Parker, Ph.D. April 19, 2024

VIDEO – Why Gross Margins and Valuations are Higher

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Adam S. Parker, Ph.D. April 16, 2024

Level Set – The Bear Case and Protecting Your NVDA Overweight

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Adam S. Parker, Ph.D. April 14, 2024

Why Gross Margins and Valuations are Higher

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Adam S. Parker, Ph.D. April 8, 2024

Level Set – The Bull Case Narrative Revisited

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Adam S. Parker, Ph.D. April 7, 2024

VIDEO — Technology Strategy: Do Buybacks Work For Technology Stocks?

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Adam S. Parker, Ph.D. April 3, 2024

VIDEO – What Really Happened in Q1

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Adam S. Parker, Ph.D. April 2, 2024

Technology Strategy: Do Buybacks Work For Technology Stocks?

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Adam S. Parker, Ph.D. April 2, 2024
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