Jamie Dejter is a former Morgan Stanley Investment Analyst, Cetera PWM, and Current VP of M&A Advisory at Acquisight.
Stock Analysis
Apr 1, 2026
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13 min read
The market is pricing in SaaSpocalypse for CRM
Macro
Mar 27, 2026
14 min read
Conflicts like this are always messier than we like to think.
Watchlist Universe
Mar 26, 2026
11 min read
10 US and allied defense contractors that will benefit in the defense supercycle
Mar 25, 2026
MELI is a buy at these levels
Global Research
Mar 23, 2026
23 min read
Markets have run out of patience
Monthly Top Buys
+1
Check out our most recent screener looking for companies growing at a reasonable price.
Mar 19, 2026
8 min read
LULU is not dead yet
Mar 18, 2026
15 Names for the Worst-Case Macro
Private Credit
Mar 17, 2026
9 min read
Private credit and the advent of asset-backed finance
The purple cable that nobody can replicate
My Portfolios
Mar 15, 2026
16 min read
An introduction to the one portfolio you can own for the rest of your lifewithout touching it more than four times a year.
An introduction to why income investing is misunderstood, and how I built a portfolio that pays you to wait.
The AI Infrastructure Play the Market Keeps Mispricing
20 min read
The day the oil stopped moving
Mar 11, 2026
12 min read
What History Says About Oil Shocks and Your Portfolio
NOC is on fire this year, but can it continue?
Mar 10, 2026
7 min read
An introduction to how I think about building a portfolio and why I built this one.
32 min read
Here are 20 names ranked highest on my buy list for March
Mar 8, 2026
The Strait, the Jobs Report, and the Word Nobody Wants to Say
Alternative Investments
Mar 5, 2026
JPMorgan Equity Premium Income ETF (JEPI) | Covered Call Strategy | Earnout Alternative Investments
What Blue Owl and Blackstone Just Taught Every Income Investor
Portfolio Allocation
Mar 2, 2026
6 min read
Your S&P 500 index fund is a one-third technology bet. Here's why that concentration matters more now.
Feb 19, 2026
The consensus playbook is broken. Here are the themes serious investors need to understand
Feb 16, 2026
15 min read
The global economic pulse, halfway through February 2026s
Sector Analysis
Feb 15, 2026
Software stocks are getting destroyed. Energy, industrials, and consumer staples are hitting new highs. There's a pattern here, and a framework that explains exactly what's happening. Meet HALO.
