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Blog

James Sullivan | Sep 4, 2025

Keeping track of long-term performance here at SWCM for your benefit.

SWCM
interest
Company
Performance
Stock Market
Invest
Rates
Keeping track of long-term and short-term performance here at SWCM for your benefit.
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James Sullivan | Aug 8, 2025

Galaxy Digital Q2 2025 Earnings Report: Comprehensive Analysis Mike Novogratz Interview

Galaxy
Bitcoin
Data
Investment
Marke
t Digital
Cryptocurrency
Interview
Report
Excellent Comprehensive Report on recent earnings release: Novogratz Interview
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James Sullivan | Aug 4, 2025

Who is Satoshi Nakamoto?

crypto
Digital Assets
satoshi nakamoto
investing
crypto, digital assets, satoshi nakamoto, investing
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James Sullivan | Jun 24, 2025

United Heatlh Care (UNH) added to SWCM portfolios

Investments
Healthcare
United Health Care most recent addition to SWCM portfolios
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James Sullivan | May 22, 2025

Galaxy Digital Listing Friday, May 16th, Ask me Anything

Digital Assets
Galaxy Digital did a Twitter poll asking followers to send in questions about the company's NASDAQ listing and business model. It is titled " You asked. We
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James Sullivan | Apr 23, 2025

Galaxy Digital uplisting What does it mean?

Investments
🚀 Galaxy Digital on the Move A NASDAQ uplisting could unleash a wave of liquidity and global investor demand—setting GLXY up for a major repricing. The
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James Sullivan | Apr 23, 2025

Vote now! GALAXY DIGITAL HOLDINGS LTD. Special Meeting

Investments
Exciting New Developments for Galaxy Digital
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James Sullivan | Apr 23, 2025

Peter Lynch's Words of Wisdom

Market Trends
Stocks recover. Fear fades. Stay invested. Old 401(k)? Let’s make it work.
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James Sullivan | Apr 21, 2025

Market Trends and the Role of M2

Market Dynamics
Stocks and Bitcoin may be following M2 higher—here’s what that could mean for your portfolio.
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James Sullivan | Apr 21, 2025

Recent Market Sell Off 2025

Market Dynamics
A 10% dip might feel scary—but history says otherwise. Find out why now could be a smart time to invest more.
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James Sullivan | Jul 25, 2024

Concentrated portfolio approach view of legendary investors portfolios

The best investors in the world just updated their holdings. Main takeaway. These great investors all manage very concentrated portfolios. They don't practice

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James Sullivan | Jul 25, 2024

Update on GLXY and shift in political view of DA

Recently, I sent a piece titled "Concentrated portfolio approach versus diversified portfolio." SWCM investors have a very large and concentrated position in

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