John F. Heerdink, Jr., Author at Vista Partners LLC

July 1, 2026 – Dow Nears Record, Nasdaq Sulks: Warsh Talks Inflation While META Monetizes Machine Mojo -( $AMWL $EPRX $LIME $META $MODD $SMWB $SPCX Rise! )

by John F. Heerdink, Jr. 9 hours ago 1332Views 0Likes

US stocks opened the second half on a mixed footing Wednesday, with the Dow Jones Industrial Average inching near record territory before retreating slightly, while the Nasdaq Composite slipped as investors rotated out of mega-cap tech and digested fresh commentary from Federal…

Cooler Jobs, Hotter Trades: What A Sub‑100K Payroll Print Can Mean For Your Risk Book-( $LLY $MODD $SMWB $TSM )

by John F. Heerdink, Jr. 13 hours ago 76Views 0Likes

Wall Street is tiptoeing into summer with inflation still in the doghouse, jobs growth cooling just enough to keep the Fed interesting, and a trio of stock-specific storylines reminding investors that stock-picking still matters in an index world. Key Takeaways For Investors…

When Simplicity Becomes a Moat: How Modular Medical’s Pivot Pump Could Reprice Diabetes Convenience -( $ABT $MODD $LLY )

by John F. Heerdink, Jr. 17 hours ago 171Views 0Likes

Modular Medical’s (NASDAQ: MODD) latest FDA submission turns a quiet diabetes niche into a live‑wire medtech story, with an underappreciated, tubeless insulin “Pivot” that is starting to look less like a gadget and more like a platform. A Small Cap With Big…

The ‘Almost‑Pumper’ Revolution: Modular Medical’s Pivot And The Art Of Making Diabetes Easier -( $MODD )

by John F. Heerdink, Jr. 1 day ago 98Views 0Likes

Modular Medical’s Pivot™ tubeless insulin patch pump is quietly staging the kind of commercial debut that makes both endocrinologists and investors sit up a little straighter. With first patients now trained and actively dosing in the wild as of this week, the…

June 30, 2026 – S&P 500 Logs Best Quarter Since 2020, AI Supercycle Goes Mainstream, & Market Breadth Improves -( $AMAT $AMD $EPRX $FCEL $INTC $IRDM $MU $NVDA $RKLB Rise! )

by John F. Heerdink, Jr. 1 day ago 1292Views 0Likes

U.S. equities closed the second quarter of 2026 at or near record highs on Tuesday, June 30, powered by a massive AI‑chip melt‑up, resilient consumer spending, and investors’ willingness to look through macro cross‑currents into 2H26 earnings and rate‑cut potential. Headline Takeaways…

Biotech, Insulin Pumps, & Power Boards: Four Chronic‑Care Plays Quietly Rewriting the Healthcare Script -( $ABVX $LLY $MMED $MODD )

by John F. Heerdink, Jr. 2 days ago 166Views 0Likes

Wall Street’s biotech and medtech set is quietly stitching together a new playbook for chronic disease – one that blends Phase 3 data, insulin hardware, boardroom star power, and China oncology. Ulcerative Colitis: Abivax Steps Onto Center Stage French biotech Abivax SA…

Needles Out, Pumps In: Modular’s Pivot and Insulet’s Omnipod Seek To Rewrite the Diabetes Playbook -( $MODD $PODD )

by John F. Heerdink, Jr. 2 days ago 221Views 0Likes

Wall Street is quietly drafting a new chapter in diabetes technology, and investors may want to read every line: Modular Medical (NASDAQ: MODD) and Insulet Corporation (NASDAQ: PODD) are positioning tubeless insulin pumps not as gadgets, but as infrastructure for a chronic epidemic that…

June 29, 2026 – The Market Climbs, Small Caps Sulk, And Investors Pretend They’re Not Checking Their Phones Every Five Minutes -( $AMWL $GOOG $INTG $IRDM $NVDA $RKLB $SMWB $TSLA Rise! )

by John F. Heerdink, Jr. 2 days ago 1189Views 0Likes

U.S. stocks finished broadly higher on Monday, June 29, 2026, with tech leading gains and all major large‑cap benchmarks closing in the green while small caps slipped modestly. Indeed, Wall Street traded in a tight range for much of the day before…

When Elon Musk Notices Your Dividend: Coca-Cola’s KO Windfall and the Cash-Flow Cast -( $BRK.B $FMC $KO $MCD $NVDA $TSLA )

by John F. Heerdink, Jr. 3 days ago 216Views 0Likes

Wall Street is having a moment of sugary clarity: in a market obsessed with AI, EVs and space tourism, it’s an old-school soda dividend that just reminded everyone where the real cash flow power still resides. When Elon Musk Met Warren Buffett’s…

Gold to $4,900? Why Goldman Says the Party Isn’t Over -( $GLD $GS )

by John F. Heerdink, Jr. 3 days ago 162Views 0Likes

Goldman’s (GS) latest gold call still paints a bullish long‑term picture, but it comes wrapped in a more cautious, almost deadpan Wall Street shrug about the road between here and that glittering 4,900-5400 an ounce horizon. In other words: the party is still…

Author page: John F. Heerdink, Jr.

July 1, 2026 – Dow Nears Record, Nasdaq Sulks: Warsh Talks Inflation While META Monetizes Machine Mojo -( $AMWL $EPRX $LIME $META $MODD $SMWB $SPCX Rise! )

Cooler Jobs, Hotter Trades: What A Sub‑100K Payroll Print Can Mean For Your Risk Book-( $LLY $MODD $SMWB $TSM )

When Simplicity Becomes a Moat: How Modular Medical’s Pivot Pump Could Reprice Diabetes Convenience -( $ABT $MODD $LLY )

The ‘Almost‑Pumper’ Revolution: Modular Medical’s Pivot And The Art Of Making Diabetes Easier -( $MODD )

June 30, 2026 – S&P 500 Logs Best Quarter Since 2020, AI Supercycle Goes Mainstream, & Market Breadth Improves -( $AMAT $AMD $EPRX $FCEL $INTC $IRDM $MU $NVDA $RKLB Rise! )

Biotech, Insulin Pumps, & Power Boards: Four Chronic‑Care Plays Quietly Rewriting the Healthcare Script -( $ABVX $LLY $MMED $MODD )

Needles Out, Pumps In: Modular’s Pivot and Insulet’s Omnipod Seek To Rewrite the Diabetes Playbook -( $MODD $PODD )

June 29, 2026 – The Market Climbs, Small Caps Sulk, And Investors Pretend They’re Not Checking Their Phones Every Five Minutes -( $AMWL $GOOG $INTG $IRDM $NVDA $RKLB $SMWB $TSLA Rise! )

When Elon Musk Notices Your Dividend: Coca-Cola’s KO Windfall and the Cash-Flow Cast -( $BRK.B $FMC $KO $MCD $NVDA $TSLA )

Gold to $4,900? Why Goldman Says the Party Isn’t Over -( $GLD $GS )

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