Jordan Park
Healthcare & Biotech Analyst
Articles 769
Why Former Founders Often Face Marginalization Within Large Corporations: Insights from Shopify's Tobi Lütke
Shopify CEO on the Challenges and Responses to Integrating Entrepreneurial Leaders into Established Firms
Tobi Lütke, co-founder and CEO of Shopify Inc., recently highlighted a prevalent issue within large corporations: former entrepreneurs are often side...
Assessing the Potential for an S&P 500 Downturn in 2026: Insights from Historical Valuations
Despite multiple years of gains, does current market valuation signal a possible correction ahead?
The S&P 500 has experienced a strong run with consecutive years of double-digit gains, fueled largely by enthusiasm surrounding artificial intelligenc...
Why Medicare Enrollees May Face Increased Financial Burdens in 2026
Rising premiums, deductibles, and coinsurance costs could affect millions of seniors' healthcare expenses next year
Medicare enrollees are facing notable increases in healthcare costs for 2026. Key expenses related to outpatient services, hospital admission deductib...
Emerging Concerns Over Insider Trading in Super Bowl Advertisement Prediction Markets
The popularity of forecasting platforms for Super Bowl ads prompts scrutiny on regulatory preparedness.
With Super Bowl 60 approaching, prediction market platforms have launched contracts allowing users to bet on companies airing commercials during the e...
Western Union: Immigration Headwinds Priced In — Buy the 5x Earnings Floor
Remittance volume is under political pressure, but the stock already trades like a distressed asset. A trade around $9 targets a re-rate to 7x+ if growth normalizes.
Western Union (WU) faces credible near-term risk from immigration-related policy shifts, but the company’s recent profitability and cash generation ...
Why Real Estate Investment Trusts Remain a Retirement Staple
Exploring the benefits and limitations of REITs as a reliable component of retirement portfolios
As individuals prepare for retirement, diversifying income sources beyond Social Security is essential. Real estate investment trusts (REITs) offer a ...
Historic Valuation Highs Signal Vigilance Amid Market Norms Shifts
Examining the Implications of Elevated Shiller P/E Ratios in Today's Equity Markets
Stock market valuations have escalated to levels unseen in over two decades, with the Shiller P/E ratio nearing peaks last seen during the dot-com era...
Implications of Proposed Full Retirement Age Increases on Social Security Benefits
Evaluating the Potential Effects of Raising the Social Security Full Retirement Age from 67 to 70
Legislative proposals aiming to increase the Social Security full retirement age (FRA) from 67 to 70 could significantly reshape benefit distributions...
Granite Point (GPMT) — Deep Discount to Book Looks Excessive; Trade the Rerate
Q3 2025 GAAP Turnaround + steady cashflows argue the market has overshot. Tactical long with strict stops.
Granite Point Mortgage Trust (GPMT) is trading at an ~80%-plus discount to reported book value after the company posted a small GAAP profit in its 9/3...
Tech Industry Buzz: AI Market Growth Spurs Unprecedented Demand Despite Bubble Concerns
Ben Horowitz Highlights AI’s Expansive Potential and Rapid Customer Adoption Amid Valuation Surge
Artificial intelligence technology is driving an extraordinary surge in both valuations and market demand, differentiating this growth phase from prev...