Bret Jensen

Summary U.S. equities remain at all-time highs despite mounting economic risks across student loans, shadow banking, and multi-family real estate.

Several insiders purchased just over 180,000 shares in total during mid-May, always a nice vote of confidence.

Summary Acadia Pharmaceuticals remains a solid covered call candidate, with shares up 20% since the last review and a stable trading range.

Let’s look at this rising biopharma name working on several neurological condition treatments.

Summary PTC Therapeutics has surged 75% since Sephience's July 2025 approval, driven by a blockbuster launch and robust sales momentum.

Summary The second quarter has been a good one for investors despite the closure of the Strait of Hormuz.

Summary Private credit funds like Apollo and Cliffwater are facing surging redemption requests, enforcing strict limits amid record 6% default rates and potential valuation opacity.

SpaceX is round-tripping, Cerebras is getting marked down on margins, and concerns grow around OpenAI and Anthropic.

Summary BioAge Labs is focused on developing BGE-102, a promising oral NLRP3 inhibitor targeting cardiometabolic diseases and inflammation-driven conditions.

Summary Equity markets remain near all-time highs despite sharp divergences between Wall Street and Main Street fundamentals.