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

The AI Boom’s Shiniest Side Hustle: Silver Steps Out from Gold’s Shadow -( $COPX $SIL $NVDA )

by John F. Heerdink, Jr. 6 hours ago 38Views 0Likes

Silver, the longtime understudy to gold, is stepping into the spotlight alongside copper as a core building block of the AI infrastructure boom—turning an old-fashioned precious metal trade into a very modern growth story. The New AI Metals: Copper’s Wingman, Silver’s Debut…

May 13, 2026 – Hot Producer Prices Pressure Dow as Megacap Tech Lifts Nasdaq to Records -( $NOK $NVDA $OUST $QQQ $SPY $TSLA Rise!)

by John F. Heerdink, Jr. 13 hours ago 7801Views 0Likes

US stocks saw a split personality session Wednesday, with the S&P 500 and Nasdaq hovering around record territory on the strength of big tech and chips, even as a hotter producer‑inflation print kept pressure on the broader tape and the Dow. Index…

New Sheriff at the Fed: Kevin Warsh vs. The Stubborn Inflation Gang -( $DIA $SPY $QQQ $XLE )

by John F. Heerdink, Jr. 14 hours ago 42Views 0Likes

Kevin Warsh is stepping into the Fed chair just as inflation 're-accelerates', and markets are treating his arrival like a high-stakes regime change rather than a routine promotion. Warsh Takes the Helm as Prices Heat Up Kevin Warsh is inheriting…

Gas, Groceries, and Grit: How $5-$7 Fuel and Hot PPI Are Stress‑Testing Main Street’s Wallet -( $BROS $CVX $XLE $MCD $TXRH $WMT )

by John F. Heerdink, Jr. 19 hours ago 175Views 0Likes

US producer prices just delivered a 6% year-over-year jolt in April, and $5 or $7 in the San Francisco Bay area plus gasoline at your local Chevron (CVX) station ,etc. is now less an economic footnote than a line item in the…

May 12, 2026 – Stocks Sweat the CPI Heat: Tech Rally Cools as Inflation Turns Up the Flame -( $BZFD $EPRX $FMC $INTG $MCD $MRAM $NVDA Rise!)

by John F. Heerdink, Jr. 2 days ago 7756Views 0Likes

US stocks erased early gains and finished mixed on Tuesday as a hotter‑than‑expected April CPI report rattled rate‑cut hopes and knocked the air out of the recent tech‑led melt‑up. Index recap The S&P 500 (-.16%) and Nasdaq (-.71%) slipped from record territory…

When Your Wi‑Fi Gets a Brain: Inside Nokia’s Agentic AI Home Makeover -( $DELL $NOK $NVDA $TMUS )

by John F. Heerdink, Jr. 2 days ago 106Views 0Likes

Nokia is quietly turning the humble home router into a mini network strategist, and Wall Street is starting to notice. NVIDIA’s billion‑dollar bet on the Finnish vendor in 2025 only sharpened that narrative, tying living‑room Wi‑Fi to the coming 6G, AI‑native era. Nokia’s…

Healthcare With Altitude: PACS Delivers, and Salt Lake City Joins the Big‑Cap Conversation -( $PACS )

by John F. Heerdink, Jr. 2 days ago 202Views 0Likes

PACS Group, Inc. is giving Wall Street a reason to smile, with its Salt Lake City roots, NYSE ticker PACS, and a stock that is rallying smartly today while still showing solid gains over the year despite bouts of volatility. From the Wasatch…

BuzzFeed’s New Click: How BZFD Just Got a Byron Allen Family Office Upgrade -( $BZFD )

by John F. Heerdink, Jr. 2 days ago 172Views 0Likes

BuzzFeed, Inc. just found itself back in the headlines for something other than listicles and layoffs: a proposed majority-stake investment that has turned its stock into one of Wall Street’s more surprising momentum trades of the week. Byron Allen Logs On: A…

Family Offices Put On The White Coat: Why The Smart Money Is Suddenly Fluent In AI & Oncology

by John F. Heerdink, Jr. 2 days ago 149Views 0Likes

Family offices didn’t just come back to the deal table in April – they showed up with term sheets in one hand and stethoscopes in the other. Healthcare Becomes the New Family Office Heirloom After a cautious March tied to geopolitical jitters…

April CPI Runs a Little Hotter As Expected – and Wall Street Reaches for the Tums -( $DIA $SPY $QQQ $XLE $XOM )

by John F. Heerdink, Jr. 2 days ago 197Views 0Likes

April’s consumer price index didn’t exactly crash the party, but it did show up with an extra guest: a touch more inflation than markets ordered. Year‑over‑year CPI rose about 3.8% in April, marginally topping economists’ expectations of roughly 3.7% and marking a…

Author page: John F. Heerdink, Jr.

The AI Boom’s Shiniest Side Hustle: Silver Steps Out from Gold’s Shadow -( $COPX $SIL $NVDA )

May 13, 2026 – Hot Producer Prices Pressure Dow as Megacap Tech Lifts Nasdaq to Records -( $NOK $NVDA $OUST $QQQ $SPY $TSLA Rise!)

New Sheriff at the Fed: Kevin Warsh vs. The Stubborn Inflation Gang -( $DIA $SPY $QQQ $XLE )

Gas, Groceries, and Grit: How $5-$7 Fuel and Hot PPI Are Stress‑Testing Main Street’s Wallet -( $BROS $CVX $XLE $MCD $TXRH $WMT )

May 12, 2026 – Stocks Sweat the CPI Heat: Tech Rally Cools as Inflation Turns Up the Flame -( $BZFD $EPRX $FMC $INTG $MCD $MRAM $NVDA Rise!)

When Your Wi‑Fi Gets a Brain: Inside Nokia’s Agentic AI Home Makeover -( $DELL $NOK $NVDA $TMUS )

Healthcare With Altitude: PACS Delivers, and Salt Lake City Joins the Big‑Cap Conversation -( $PACS )

BuzzFeed’s New Click: How BZFD Just Got a Byron Allen Family Office Upgrade -( $BZFD )

Family Offices Put On The White Coat: Why The Smart Money Is Suddenly Fluent In AI & Oncology

April CPI Runs a Little Hotter As Expected – and Wall Street Reaches for the Tums -( $DIA $SPY $QQQ $XLE $XOM )

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