Beating The Tide: Stock Picks That Outperform

Beating The Tide: Stock Picks That Outperform

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Weeklies

Weekly 27: Trump Chickened Out and What It Means for the Stock Market
Trump folds under pressure, China flexes rare earth power, and earnings season kicks off strong — what it means for smart stock investing in 2025.
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George Atuan, CFA
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Weekly #26: What Market Efficiency Really Means—and How Fundamental Investors Can Still Win
TSMC Earnings, Fed Fireworks, and Portfolio Recovery: How Semi-Efficient Markets Still Reward Deep Dive Investors
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George Atuan, CFA
Weekly #25: The Only Investing Rule That Actually Works
Why conviction comes from understanding, not timing—and what to watch for in TSMC’s upcoming earnings release.
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George Atuan, CFA
Weekly #24: When the VIX Hits 45: What Actually Happens Next
Forget the safe asset myths. I dug into the data—see what really performs when volatility spikes, and why gold isn’t the answer.
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George Atuan, CFA
Weekly #23: Why Ignoring Market Noise Pays Off
Discover how AGX beat earnings estimates, sending shares up 20%, and why ignoring short-term fears like inflation or tariffs is key to success
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George Atuan, CFA
Weekly #22: Stop Believing the Stories You're Told—Including This One
How Great Narratives Can Make or Break Your Investment Portfolio
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George Atuan, CFA
Weekly #21: Why You Should Aim to Make a Living Rather Than Making a Killing
In this Weekly, despite the market’s dip, we regained some ground—and I share why sustainable investing beats chasing quick profits.
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George Atuan, CFA
Weekly #20: DXPE’s Earnings Shine but Trade at an Even Larger Discount—AMPH’s Post-Mortem Reinforces Discipline
Strong DXPE Results Meet Market Skepticism, While AMPH’s Collapse Reminds Us to Stick to Our Investment Process
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George Atuan, CFA
Weekly #19: Emotions, the big no-no in investing
How taming emotions can strengthen your portfolio
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George Atuan, CFA
Weekly #18: The Future Is Nuclear—But It’s Not Time to Invest in NuScale (SMR) Just Yet
While small modular reactors look poised to power tomorrow’s clean energy boom, NuScale’s cash burn, limited revenue, and upcoming dilution suggest…
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George Atuan, CFA
Weekly #17: The Tariff Trap: How Short-Term Gains Could Cost the US its Competitive Edge
Are tariffs a ticking time bomb for US competitiveness? They may lift stocks short-term, but history warns of stagnation. Where should investors turn…
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George Atuan, CFA
Week #16: The Fast and Slow Investor: When to Wait, When to Strike, and How to Win
Most investors move at the wrong speed—here’s how to time your actions for maximum returns. YTD return of 8.4% crushing the S&P. Plus, a breakdown of…
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George Atuan, CFA
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