Jordan Park

Haiti's Presidential Council Steps Down Amidst Persistent Political and Security Challenges

Prime Minister Remains as Haiti Faces Ongoing Violence and Delayed Elections

Haiti's nine-member presidential council officially resigned after nearly two years marked by political instability and widespread gang violence. Desp...

Why Petrobras Belongs Near the Top of My 2026 Long List - A Risk-Managed Trade Idea

High yield, stable production and a political hangover that I think is priced for worse-than-realized outcomes

Petrobras (PBR) is a controversial pick, but the combination of 2025 cash distributions, steady upstream scale and a recovering Brazil trade gives a f...

Buy the Dip: Palantir's Profitable AI Momentum and a Practical Trade Plan

Strong cash flow, a big Q4 beat, and an overreaction in the software selloff create a favorable risk-reward for a tactical long.

Palantir just reported another quarter that shows the company is profitable, cash-rich, and still accelerating commercial revenue. The market has puni...

Federal Reserve’s 2026 Leadership Transition and Market Impact Concerns

Kevin Warsh’s Potential Chairmanship Amidst a Fractured Fed and Elevated Market Valuations

The Federal Reserve is approaching a significant leadership transition as Jerome Powell's term concludes in May 2026. President Trump's nominee, forme...

Expert Critiques Microsoft’s AI Strategy as Amazon Accelerates Infrastructure Investments

SemiAnalysis President Highlights Amazon Web Services’ Operational Edge Amid Microsoft’s AI Development Challenges

Doug O’Laughlin, president of SemiAnalysis, recently criticized Microsoft’s position in the artificial intelligence competition, noting the compan...

FICO: Quality Cash Machine, Big Debt - Short-Term Trade Idea on Misplaced Fear

Buy the post-earnings reprieve; risk-manage around debt and multiple compression

Fair Isaac (FICO) just reported a clean quarter - revenue $512M, EPS $7.33 - but the stock has been punished and now offers an asymmetric trade. The b...

Contrast in Reception for U.S. Delegation and Officials at Milan Cortina Opening

From Cheers for Athletes to Jeers for Political Figures Amidst Evolving Diplomatic Sentiments

The opening ceremony of the Milan Cortina Winter Olympics saw vibrant support for American athletes, while political figures accompanying the delegati...

Gallo Expands Into Whiskey Market with Acquisition of Four Roses Bourbon Brand

The wine giant diversifies its portfolio by integrating a leading Kentucky bourbon, signaling confidence in combining wine and whiskey businesses

E. & J. Gallo Winery is set to acquire the Four Roses Distillery brand from Kirin Holdings in a transaction valued at up to $775 million, aiming to bl...

American Airlines Group Shares Experience Notable Increase Amidst Market Activity

Stock Reflects Momentum with Incomplete Quality Data and Moderate Growth Indicators

American Airlines Group Inc. has witnessed a significant uptick in its stock price, closing at $15.18, marking a 7.21% increase. Despite showing moder...

Sirius XM Faces Subscriber Decline Amid Mixed Fiscal Q4 Earnings

Significant drop in self-pay subscribers weighs on shares despite stable revenue and earnings performance

Sirius XM Holdings reported its fiscal fourth-quarter 2025 results showing total revenue holding steady year-over-year but missing GAAP earnings expec...