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Why Managed Care Stocks Were Down This Week and Opportunities in Less Affected Companies
The managed care sector experienced a challenging week ending July 5, 2025, with the S&P 500 Managed Health Care Sub Industry Index...

Elias Zeekeh, MBA, CPA, CMA
Jul 55 min read


SoFi’s Strategic Re-entry into Crypto and Blockchain: A New Chapter in Financial Innovation
SoFi Technologies, Inc. (NASDAQ: SOFI), a prominent fintech company, is poised to make a significant return to the cryptocurrency and blockchain sector by the end of 2025. This move follows a forced exit in 2023 due to regulatory requirements tied to its transition to a regulated bank. Enabled by a more accommodating regulatory environment, particularly new guidance from the Office of the Comptroller of the Currency (OCC), SoFi is set to launch blockchain-based international

Elias Zeekeh, MBA, CPA, CMA
Jun 286 min read


Stablecoins: A Digital Ally for US Dollar Dominance in the Context of Circle’s IPO
In an era of rapid financial innovation, the US dollar’s status as the world’s dominant reserve currency faces both opportunities and challenges. Stablecoins—cryptocurrencies designed to maintain a stable value, typically pegged to the US dollar—are emerging as a powerful tool to reinforce the dollar’s global preeminence. The recent Initial Public Offering (IPO) of Circle Internet Group, the issuer of USD Coin (USDC), has brought this potential into sharp focus, signaling gro

Elias Zeekeh, MBA, CPA, CMA
Jun 245 min read


Tesla’s Cybercab Takes Austin by Storm in High-Stakes Robotaxi Debut
Tesla took a bold leap into the future of transportation this weekend, rolling out its Cybercab robotaxi service on the streets of...

Elias Zeekeh, MBA, CPA, CMA
Jun 232 min read


Why XDIV Is a Top ETF for Income Investors: A Comprehensive Analysis
Are you an income investor searching for a reliable ETF that delivers stable dividends and tax efficiency? Look no further than the iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV) . In this post, we’ll explore why XDIV stands out as a top choice, breaking down its key strengths, comparing it to other popular ETFs, and addressing its potential drawbacks. Note: All data and comparisons are based on information available as of May 2025. What Is XDIV? XDIV is an ETF

Elias Zeekeh, MBA, CPA, CMA
May 273 min read


Investing in Veeva Systems: A Cloud Leader in Life Sciences
Veeva Systems is a company that might not be a household name, but it plays a vital role in the world of healthcare and technology. Founded in 2007 and based in Pleasanton, California, Veeva provides cloud-based software designed specifically for the life sciences industry—think pharmaceutical and biotechnology companies. These firms face unique challenges, like navigating complex regulations and getting drugs to market quickly and safely. Veeva’s software helps them do just

Elias Zeekeh, MBA, CPA, CMA
May 203 min read


When Credit Ratings Fall, Does the S&P 500 Follow? A Look at History and What It Means for Today
Introduction Did you know that despite credit rating downgrades, the S&P 500 has historically shown resilience and even growth? It might...

Elias Zeekeh, MBA, CPA, CMA
May 194 min read


Is UnitedHealth Group (UNH) a Buying Opportunity After Its Recent Pullback?
Today's date and time is 08:58 AM EDT on Monday, May 19, 2025. UnitedHealth Group (UNH) has recently seen its stock price plummet from an all-time high, sparking questions among investors: Could this downturn be a golden opportunity to buy? In this article, we’ll dive into the reasons behind UNH’s pullback, examine its fundamentals, and weigh the potential rewards against the risks to determine if it’s a smart pick right now. Background on UNH and Its Recent Performance Unite

Elias Zeekeh, MBA, CPA, CMA
May 193 min read


Upwork Q1 2025 Earnings Analysis: Key Success Factors and Future Earnings Potential
Overview Upwork Inc. (NASDAQ: UPWK), the world’s largest work marketplace connecting businesses with independent talent, reported its Q1 2025 financial results on May 5, 2025, showcasing a record-breaking quarter with significant improvements in profitability, and operational efficiency. This analysis delves into the key factors driving Upwork’s strong performance, why the company exceeded expectations, and the potential for earnings expansion in future years based on current

Elias Zeekeh, MBA, CPA, CMA
May 56 min read


QXO: A Deep Dive into the Ambitious Tech and Distribution Player
If you haven’t heard of QXO yet, you’re not alone—but this company is making waves that are hard to ignore. With a bold $11 billion acquisition and a visionary leader at the helm, QXO is positioning itself as a force to be reckoned with in both the technology and building products distribution industries. In this post, we’ll unpack what QXO is, what it does, and why it’s worth keeping an eye on—all in plain language for those new to the story. Let’s dive in. Introduction to Q

Elias Zeekeh, MBA, CPA, CMA
Apr 284 min read


Why Meta Stock Could Be Your Next Big Investment
In the fast-paced world of technology, few companies have stayed as dominant and adaptable as Meta Platforms, Inc. What started as a college social network has morphed into a global tech juggernaut, influencing how billions connect, communicate, and consume content. With a market cap of $1.27 trillion and nearly 4 billion monthly active users, Meta is a powerhouse. But is it a smart investment today? Let’s break it down by exploring its unbeatable competitive moat, massive sc

Elias Zeekeh, MBA, CPA, CMA
Apr 174 min read


From Napster to Crypto: The Evolution of Disruptive Technology
In the late 1990s, a little program called Napster turned the music world upside down. By letting people share music files directly with...

Elias Zeekeh, MBA, CPA, CMA
Apr 163 min read


Truth Social's SMAs: A Right-Wing Riposte to Left-Wing ESG Investing
In the polarized landscape of modern finance, investment strategies are increasingly becoming proxies for ideological battles. On the left, Environmental, Social, and Governance (ESG) investing has emerged as a dominant force, channeling capital toward companies that align with progressive priorities like sustainability and social equity. Now, Trump Media & Technology Group (TMTG), the parent company of Truth Social, has launched its "America-First" Separately Managed Account

Elias Zeekeh, MBA, CPA, CMA
Apr 153 min read


Accenture: A Resilient AI Powerhouse Amid DOGE Challenges
Since our last article, "Accenture: A Solid Bet on AI’s Future Without the Startup Jitters," Accenture (NYSE: ACN) has continued to...

Elias Zeekeh, MBA, CPA, CMA
Apr 144 min read


Warren Buffett’s Warning on Trade Deficits—and His Clever Fix
Ever wondered why the U.S. keeps buying more from other countries than it sells? It’s called a trade deficit, and it’s been a hot topic...

Elias Zeekeh, MBA, CPA, CMA
Apr 124 min read


Is AppLovin (APP) a Smart Investment? A Deep Dive into Its Potential and Risks
AppLovin has been making waves in the stock market, but is it the right time to invest? Let’s explore. AppLovin (APP) has been one of the hottest stocks in recent years, skyrocketing over 850% since the start of 2024. With such explosive growth, it’s no wonder investors are asking: Is this mobile tech giant still a good buy, or has the train already left the station? In this blog post, we’ll break down AppLovin’s potential as an investment by looking at its financial performa

Elias Zeekeh, MBA, CPA, CMA
Apr 104 min read


Can the EU Catch Up in the AI Race? Challenges and Opportunities
The race to dominate artificial intelligence (AI) is heating up, and the stakes couldn’t be higher. The USA and China are currently...

Elias Zeekeh, MBA, CPA, CMA
Apr 94 min read


The Hidden Threat to Amazon’s Business Model: How a 104% Tariff on China Could Impact First-Party and Third-Party Sales
Amazon’s stock price has been sliding downward recently, leaving investors jittery. While market volatility and economic headwinds are part of the story, a new potential challenge is emerging: a proposed 104% tariff on Chinese goods. This hefty tariff could shake up Amazon’s business model, hitting both its first-party and third-party sales in significant—but different—ways. In this article, we’ll unpack how this tariff could affect Amazon’s operations, compare its impact on

Elias Zeekeh, MBA, CPA, CMA
Apr 84 min read


How Tariff Relief and Trump’s Policies Could Boost the Market
The stock market has been a rollercoaster lately, and a big part of that wild ride started on April 2, 2025—coined "Liberation Day" by...

Elias Zeekeh, MBA, CPA, CMA
Apr 74 min read


Why Re-Shoring American Manufacturing Needs a Robotics Revolution
Can American manufacturing make a comeback? As supply chain disruptions and geopolitical tensions push companies to bring production back...

Elias Zeekeh, MBA, CPA, CMA
Apr 53 min read
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