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April 27, 2026 – Nasdaq Strikes Record Highs & Oil Jumps While FOMC Hangs In The Wings -( $EPRX $INTG $NOK $NVDA $ORKA $TSLA Rise!)
U.S. stocks traded mixed as the AI/tech powered Nasdaq established a new record high on Monday,…
by John F. Heerdink, Jr. April 27, 2026
April 24, 2026 – AI Chips, Hot PMIs, and Cooler Heads: A Week Where Macro Tried to Matter -( $AMZN $APLD $AVGO $EPRX $INTG $NOK $NVDA $OPEN $SOAR $WMT Rise!)
US equities wrapped the week on a mixed but tech-led footing, with AI and semis doing…
by John F. Heerdink, Jr. April 24, 2026
Agriculture & Energy
Solar Cells and Sea Swells: Why T1 Energy and Sable Offshore Might Be Wall Street’s Most Underestimated Energy Pair -( $SOC $TE )
T1 Energy Inc. (NYSE: TE) is quietly setting the table for a potential re‑rating story on…
by John F. Heerdink, Jr. 4 hours ago
Sable Offshore Corp: A Federal-Waters Story With Barrel-Size Ambition -( $SOC $XOM )
Sable Offshore Corp. (NYSE: SOC) remains a classic special situation: a hard-asset offshore story with federal-water…
by John F. Heerdink, Jr. August 1, 2026
FMC’s Reset Looks Less Like Retreat and More Like Repricing the Future -( $FMC )
FMC Corporation is doing what smart industrial companies often do when the old playbook stops earning…
by John F. Heerdink, Jr. July 30, 2026
Biotech & Healthcare
The Doctor Will See Your Returns Now: FIGS Upgrades Healthcare Apparel to a Growth Prescription -( $FIGS)
FIGS, Inc. (NYSE: FIGS) just delivered the kind of quarter that reminds investors why “boring” healthcare…
by John F. Heerdink, Jr. 3 hours ago
The Doctor Will Zoom You Now: Doximity’s Telehealth Moat And AI Suite Power A Surprise Aftermarket Recovery -( $DOCS )
Doximity, Inc. (NYSE: DOCS) shares sold off into the close today but then staged a sharp…
by John F. Heerdink, Jr. 7 hours ago
Amwell, the Federal Telehealth Understudy, Is Starting to Look Like the Lead -( $AMWL $AMZN )
Amwell (NYSE: AMWL) is trying to do something rare in healthcare technology: become more interesting by…
by John F. Heerdink, Jr. 2 days ago
Consumer Goods & Trends
The Doctor Will See Your Returns Now: FIGS Upgrades Healthcare Apparel to a Growth Prescription -( $FIGS)
FIGS, Inc. (NYSE: FIGS) just delivered the kind of quarter that reminds investors why “boring” healthcare…
by John F. Heerdink, Jr. 3 hours ago
Hudson Pacific’s Office Turnaround Picks Up Speed -( $HPP )
Hudson Pacific Properties, Inc. (NYSE:HPP, $14.97, +7.08% on Wednesday) turned in a quarter that suggests the…
by John F. Heerdink, Jr. 1 day ago
China’s Robot Economy Is Already Here, and Beauty Is Learning the Same Lesson -( $YSG )
The BBC’s recent look at Geek+ makes one point very clearly: the future of retail is…
by John F. Heerdink, Jr. 4 days ago
Financials & Fintech
Jamie Dimon on Bonds, AI and Deficits: Why Wall Street Should Stay Alert -( $JPM $SPY)
Jamie Dimon’s latest interview had the kind of calm, polished menace Wall Street loves: the economy…
by John F. Heerdink, Jr. July 23, 2026
Wall Street’s Twofer: When Inflation Cools and Megabanks Heat Up the Tape -( $BAC $DIA $JPM $QQQ $SPY )
Wall Street just got a rare twofer: inflation that finally looks like it’s listening to the…
by John F. Heerdink, Jr. July 14, 2026
Wise Cracks Wall Street: Why This London Fintech Is Moving Its Money Show to Nasdaq -( $WSE )
Wise Group (WSE), the London-born money-transfer specialist, rang in its first day on Nasdaq with the…
by John F. Heerdink, Jr. May 11, 2026
Investing & Inspiration
The Doctor Will See Your Returns Now: FIGS Upgrades Healthcare Apparel to a Growth Prescription -( $FIGS)
FIGS, Inc. (NYSE: FIGS) just delivered the kind of quarter that reminds investors why “boring” healthcare…
by John F. Heerdink, Jr. 3 hours ago
Solar Cells and Sea Swells: Why T1 Energy and Sable Offshore Might Be Wall Street’s Most Underestimated Energy Pair -( $SOC $TE )
T1 Energy Inc. (NYSE: TE) is quietly setting the table for a potential re‑rating story on…
by John F. Heerdink, Jr. 4 hours ago
Aug. 6, 2026 | U.S. Stocks Slip as Oil Jumps on Strait of Hormuz Tensions -( $DOCS $EPRX $INSM $LPL $MODD $MSFT $SOC Rise!)
All major U.S. stock indexes finished lower Thursday as investors weighed fresh geopolitical risks in the…
by John F. Heerdink, Jr. 8 hours ago
Materials & Natural Resources
Sable Offshore: Refinancing The Exxon Lifeline Without Spilling The Coffee -( $SOC $XOM )
Sable Offshore Corp. (NYSE: SOC) is one of the market’s most combustible stories: a small-cap oil…
by John F. Heerdink, Jr. July 21, 2026
From Abyss To Asteroid Belt: The New Resource Rush That Might Actually Deserve Your Risk Budget -( $TMC )
Wall Street is quietly opening a new frontier: a modern-day resource rush that stretches from the…
by John F. Heerdink, Jr. July 15, 2026
Gold to $4,900? Why Goldman Says the Party Isn’t Over -( $GLD $GS )
Goldman’s (GS) latest gold call still paints a bullish long‑term picture, but it comes wrapped in…
by John F. Heerdink, Jr. June 29, 2026
Technology & Beyond
The Doctor Will Zoom You Now: Doximity’s Telehealth Moat And AI Suite Power A Surprise Aftermarket Recovery -( $DOCS )
Doximity, Inc. (NYSE: DOCS) shares sold off into the close today but then staged a sharp…
by John F. Heerdink, Jr. 7 hours ago
Google’s Eric Schmidt Says Kill the Switch; Sovereign AI Says Build Your Own Control Room -( $GOOG $GOOGL )
Wall Street is finally admitting what Eric Schmidt just said out loud: if AI is going…
by John F. Heerdink, Jr. 1 day ago
SpaceX Beats the Numbers, Then Reminds Wall Street That Gravity Still Exists -( $SPCX )
SpaceX (SPCX) just delivered a quarter that would normally earn a standing ovation on Wall Street:…
by John F. Heerdink, Jr. 2 days ago
Latest News
The Doctor Will See Your Returns Now: FIGS Upgrades Healthcare Apparel to a Growth Prescription -( $FIGS)
FIGS, Inc. (NYSE: FIGS) just delivered the kind of quarter that reminds investors why “boring” healthcare…
by John F. Heerdink, Jr. 3 hours ago
Solar Cells and Sea Swells: Why T1 Energy and Sable Offshore Might Be Wall Street’s Most Underestimated Energy Pair -( $SOC $TE )
T1 Energy Inc. (NYSE: TE) is quietly setting the table for a potential re‑rating story on…
by John F. Heerdink, Jr. 4 hours ago
The Doctor Will Zoom You Now: Doximity’s Telehealth Moat And AI Suite Power A Surprise Aftermarket Recovery -( $DOCS )
Doximity, Inc. (NYSE: DOCS) shares sold off into the close today but then staged a sharp…
by John F. Heerdink, Jr. 7 hours ago
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Featured
The Doctor Will See Your Returns Now: FIGS Upgrades Healthcare Apparel to a Growth Prescription -( $FIGS)
FIGS, Inc. (NYSE: FIGS) just delivered the kind of quarter that reminds investors why “boring” healthcare…
by John F. Heerdink, Jr. 3 hours ago
Solar Cells and Sea Swells: Why T1 Energy and Sable Offshore Might Be Wall Street’s Most Underestimated Energy Pair -( $SOC $TE )
T1 Energy Inc. (NYSE: TE) is quietly setting the table for a potential re‑rating story on…
by John F. Heerdink, Jr. 4 hours ago
Amazon’s Amazing Theatrical Expansion – $AMZN $SPY
Amazon has unveiled ambitious plans to significantly increase its theatrical movie releases starting in 2025, aiming…
by John F. Heerdink, Jr. April 3, 2025
Lawrence Summers Warns of Economic Storm Clouds Ahead – $SPY $QQQ $DIA $VIX
Former Treasury Secretary Lawrence Summers has delivered a sobering outlook for the U.S. economy, suggesting that…
by John F. Heerdink, Jr. April 8, 2025

The Doctor Will See Your Returns Now: FIGS Upgrades Healthcare Apparel to a Growth Prescription -( $FIGS)