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  • Sun Oct 12

The High-Stakes Bet On Sunbelt Apartments - A Deep Dive Into Independence Realty

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PagerDuty: Great Value As Company Steps Up Sales Efforts

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Figure Technology Solutions: Differentiated Tech With A Long Growth Runway

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Important Warning For PDI: This 13%+ Yield Is Getting Too Risky

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A Perfect Storm May Be Brewing Beneath The Market's Surface

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Fearful About BDCs? Be Greedy

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Wall Street Week Ahead

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My Boldest Macro Call Is Unfolding Exactly As I Expected

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MEGI: Collect High Yield Income From Global Utilities And Infrastructure

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Celestica's Peak? Time For A Pullback

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VNQ: Sell Your REIT ETFs

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Vox Royalty: Acquisitions And Commodity Tailwinds Fuel Growth

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Cracker Barrel: Great Value, But Traffic Deterioration Is Concerning (Rating Downgrade)

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S&P 500 Snapshot: Volatile See-Saw Week

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Politics And The Markets 10/19/25

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Power The American Dream And Collect 8% Yields

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The Big BDC Meltdown Of 2025 Is Underway

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In Search Of Stability: 4 Top Consumer Staples Stocks

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It Looks Like A Bubble, It Feels Like A Bubble, But It Isn't

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What Moved Markets This Week

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The Only 4 Investments I Will Ever Need

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TSMC: The AI Bottleneck

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PayPal's Growth And Buybacks Are Expected To Double Shareholders Returns

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ASML Results Update: Price Power Remains Key In A Growing Market

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The Cooper Companies: Defensive Gem With Insider Buying And Building Momentum

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Volkswagen: Catalysts, Risks, And A Valuation That's Hard To Ignore

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XLV: Lower Interest Rates And A Positive Growth Outlook Will Pave The Way

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Q3 2025 Review: Bears Capture Headlines While Bulls And Gold Bugs Garner Profits

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Good Bubble, Bad Bubble

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Politics And The Markets 10/18/25

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Nebius Stock: Why I'm Finally Buying In

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Why I Monitor Junk Bonds And What I See Now

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AMD: Likely Path To $600

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Why I'm Buying Old-School Dividends: 2 Reliable Picks Up To 10% Yields

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The $1.5 Trillion Answer To Today's Brutal Stock Market Environment

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Pest Problem For Banks As Credit Cockroaches Scurry Around

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Buy The Dip: These Big Dividends Have Gotten Way Too Cheap

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Wall Street Breakfast Podcast: Regional Bank Worries Drag Futures Lower

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Energy Dividend Stocks: I Like Kinder Morgan, But Love Enterprise Products Partners

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3 Beaten-Down Stocks Ready To Rally

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TSMC: Demand For Most Powerful Chips Is Booming

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Silver Clears $50, Breakout Confirmed

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Canaries In The Gold Mine: Margin Debt And Leverage Are Elevated

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Veeva Systems Inc. (VEEV) Analyst/Investor Day - Slideshow

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Amentum Holdings: Near-Term Weakness Overwhelms The Long-Term Bull Case

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Jefferies Financial Group Inc. (JEF) Analyst/Investor Day - Slideshow

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Airbnb: Q3 2025 Performance May Disappoint As Growth Normalizes

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The Coming Mortality Cliff

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Energy Transfer: Bottom-Fishing The Midstream Sector

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Nvidia: It's Not A Bubble, It's A Dam

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Entries updated Nov 12, 2025 01:06:33 AM PST

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