Author: Berry Doppenberg, Eco Sheets

  • RKT-COOP

    RKT-COOP

    Only Upside Potential for Rocket Companies (RKT): Lower Rates, Higher Mortgage Volume, and Revenue Diversification Key Highlights My Introduction to Mr. Cooper I first discovered Mr. Cooper (COOP) during the 2022–2023 cycle of interest rate hikes. While most mortgage lenders struggled, Mr. Cooper stood out. At the time, COOP was trading around $42 per share,…

  • TTWO

    TTWO

    GTA VI Delayed – Why I’m Not Selling My TTWO Shares Key Highlights GTA VI delayed – what does that mean for TTWO? Recently, Rockstar Games, a subsidiary of Take-Two Interactive (TTWO), announced the delay of the highly anticipated Grand Theft Auto VI from fall 2025 to May 26, 2026. The market didn’t take this…

  • recession

    recession

    A Self Impoced Recession, Or Rightful Fears? Key Highlights Recently, I’ve seen and heard a lot about a possible upcoming recession. News headlines spread fear, and the stock market is suddenly pricing in a recession due to Trump’s trade war. The Dutch Central Planning Bureau (CPB) defines a recession as two or more consecutive quarters…

  • RL

    RL

    First US Brand In UK Royals And Now Presidential Honors? Ralph Lauren Corporation (RL) has long been a symbol of luxury, quality, and timeless style. With a diverse product portfolio that includes high-end apparel, accessories, home furnishings, and fragrances, RL has built an iconic brand image that resonates with consumers worldwide. As the first US…

  • Gold

    Still A Golden Opportunity? As gold continues its impressive bull run, reaching new all-time highs, investors are left wondering: has the momentum finally tired out, or is there still room for growth? With gold currently trading at $2943 an ounce, up from $1615 just two years ago, the market is buzzing with speculation. Recent developments…

  • USDCAD Carry

    USDCAD Carry

    Long USD/CAD Carry opportunity, or will Canada respond ‘robustly’? The Trump administration has declared it will enforce tariffs of 25% on imports from Canada. However, after his inauguration, Trump held back on going forward with his day 1 tariff execution. On the day of his inauguration, the Canadian dollar tanked as much as -1.5% against…

  • CSX

    CSX

    Railroad Turmoil – SEC Investigates CSX and Canada Is Hit By Strikes Just over two months ago, the Securities and Exchange Commission (SEC) issued a subpoena to take a deep dive into CSX’s financial misstatements. The stock fell 6.71% the day after and is currently down 8.29% since the SEC announcement. The investigation by the…

  • Landing gear

    Landing gear

    Did the FED forget its landing gear? More than three years ago, the Federal Reserve started discussing quantitative tightening and raising interest rates. The result? A short bear market, with the S&P 500 dropping over 25%, and panic spreading through the media. In the meantime, all financial markets have reached new all-time highs, and everyone…

  • TG Therapeutics, Inc. – TGTX

    TG Therapeutics, Inc. – TGTX

    TG Therapeutics – Innovating tomorrow’s therapy today What does TGTX do? TG Therapeutics’ primary business involves the development of therapies for B-cell malignancies and autoimmune diseases. The company’s lead product candidates include ublituximab, a glycoengineered anti-CD20 monoclonal antibody, and umbralisib, an oral, once-daily inhibitor of PI3K-delta and CK1-epsilon. These therapies are aimed at treating conditions…