Allbirds: Hustling AI To Boost Its Shares
Written by Michael Lebowitz and Lance Roberts | Apr 17, 2026 | Daily Market CommentaryAllbirds, the sustainable sneaker company, has recently fallen on hard times, with revenue down by…
> Read MoreAllbirds, the sustainable sneaker company, has recently fallen on hard times, with revenue down by…
> Read MoreOn Monday, our Commentary, The Market Knows What You Don’t, shared an important lesson about…
> Read MoreDiana Choyleva wrote an excellent editorial for the Wall Street Journal entitled “The Iran War…
> Read MoreIn the equity model we are adding to RTX and initiating positions in AVGO, VRT, and APLD.
> Read MoreA battle is raging in the Halls of Congress between the banks and the crypto…
> Read MoreA client and friend asked us a timely question: “Why did we remove our hedge…
> Read More🔎 At a Glance 🏛️ Market Brief – Stocks Surge On Relief Note: I am…
> Read MoreIn the equity model we are shifting exposure within the software sector. We are selling PANW and adding exposure to PLTR, as PANW is exposed to significant competition risk from AI.
> Read MoreOn Wednesday, Delta Airlines announced it beat earnings expectations and, more importantly, its CEO maintained…
> Read MoreIn the equity and sector models we are selling CRM, NOW, and IGV. The bearish AI narrative still weighs heavily on the sector despite significant losses.
> Read MoreUpon hearing of the ceasefire, oil prices plummeted by nearly 20%, and the stock market…
> Read MoreIn the equity and sector models we are selling SH and adding exposure primarily to the large cap technology companies.
> Read MoreBerkshire Hathaway now sits on $373 billion in Cash. They have enough to buy 480…
> Read MoreWhile Investors remain fixated on the Iranian conflict and the extreme volatility of oil prices,…
> Read MoreIn both the Equity and ETF models we are adding to a temporary short-position (SH) to hedge our portfolios near term.
> Read MoreAs sentiment shifts from a Fed rate-cutting forecast to one that now sees a chance…
> Read More🔎 At a Glance 🏛️ Market Brief – Market Rebounds On Resolution Hopes March closed…
> Read MoreVolume profiling provides unique insight into the profit-and-loss position of recent investors by identifying price…
> Read MoreIn both the Equity and ETF models we are starting a temporary short-position (SH) to hedge our portfolios near term.
> Read MoreDario Perkins of TS Lombard wrote a piece titled “How to Respond to Oil Shocks.”…
> Read MoreThere seems to be widespread disbelief among gold investors, as gold prices have fallen by…
> Read MoreExpected and historical (realized) volatility are sending investors a puzzling signal. Because of the Iran…
> Read More🔎 At a Glance 🏛️ Market Brief – A Tough Market Week This past week…
> Read MoreGeopolitical events are among the most reliable drivers of bad investment decisions. When headlines are…
> Read MoreWe are re-balancing the energy model to model weights.
> Read MoreAlbert Edwards from Societe Generale posted a graph similar to the one on the left…
> Read MoreSome media pundits are warning the public that high oil prices will spark a repeat…
> Read MoreAccording to a recent analysis by the Wall Street Journal, corporate treasurers are fundamentally shifting…
> Read MoreThis morning we are raising cash levels in portfolios. In the Equity Model we are selling META, and reducing KMI. In the ETF Model we are selling DIV, and reducing AMLP and MGK.
> Read MoreThe Stone Ridge Alternative Lending Risk Premium Fund (LENDX) is the latest to face liquidity…
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