Key Market Outlook(s) and Pick(s) On Tuesday, I joined Karina Mitchell on CGTN America to discuss markets, outlook, tariffs, and where we see opportunities. Thanks to Karina and Bruno Felberg for having me on: QXO Update After a few months of back-and-forth negotiations, QXO and Beacon Roofing ($BECN) finally agreed on a $124.35-per-share cash deal … Continue reading “Home Sweet Home” Stock Market (and Sentiment Results)…