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Trey Thoelcke

Netflix’s Next Act: Beyond Streaming

Netflix shares have shed nearly half their value over the past year, and management is betting on advertising, live events, and gaming to reignite growth. Whether those bets are paying off fast enough is…

Trey Thoelcke · 4 months ago

The Case for Holding VOO in Your Roth IRA

At the 24% bracket, a high-yield dividend portfolio bleeds thousands to the IRS every year. A passive S&P 500 position behaves differently. The Vanguard S&P 500 ETF (NYSEARCA: VOO) yields roughly 1.2%, and its…

Trey Thoelcke · 4 months ago

As Solar M&A Heats Up, These 4 Companies Could Be on the Block

Why Solar M&A Logic Is Heating Up Solar faces structural pressure: tariff disruption, policy uncertainty, and capital costs are forcing consolidation. Underlying this trend is surging power demand. The EIA projects U.S. electricity consumption…

Trey Thoelcke · 4 months ago