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Jon’s Newsletter

Jon Erlichman

It's about business, tech and investing.

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Substack
PricingOnly free issuesPublishesDaily
Issues258Founded4 years agoLast Issue6 days ago
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Latest Issues

Ticker Take - SpaceX, OpenAI IPOs & 9 AI All-Stock Stocks!

A recap on the week

Markets have had a jumpy week, mostly held hostage to headlines out of the Middle East. Oil swung wildly,as traders tried to game out how long the Strait of Hormuz stays closed. Stocks have been resilient through it a...

6 days ago
3

Ticker Take - 8 barbell stocks for any market

A recap of the markets

At some point, investors will find a fresh reason to worry. But overall, they are finding more reasons to buy these days. The latest read on the U.S. consumer was encouraging and reactions to earnings have been mos...

13 days ago
4

Ticker Take - Record Highs & 4 Mispriced Stocks!

A recap of the markets

It’s been a constructive stretch for stocks, with the S&P 500 pushing to fresh records on hopes that the U.S. and Iran are inching toward a deal to end the near 10-week war. Oil tumbled and bond yields fell, as tra...

20 days ago
5

Ticker Take - April was great for stocks. Don't sell in May!

A recap on the week

Cheers to those of you stayed invested in April! The S&P 500 enjoyed its best monthly return since 2020. A month ago, geopolitical uncertainty was dominating the market dialogue. Today, war worries have diminished and...

a month ago
4

5 Software Stocks AI Can't Replace

Software was supposed to eat the world. Now, investors are asking if AI is going to eat software. But not all software stocks are the same. Fatima Boolani, co-head of U.S. software research at Citi, told us about 5 companies she believes ar...

a month ago

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  • Jon Erlichman

    I cover the world of investing! Host, Ticker Take with Jon Erlichman on YouTube: https://www.youtube.com/@JonErlichman

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