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  • Sat Nov 22

Bargain Sale Alert: 2 Specialty CEFs, One Yield Up To 11% (PDO And BCX)

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Don't Underestimate Inflation - It Will Cost You

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Why I Think Palantir Is Not Like DiamondCluster

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China's Answer To Tariffs Is A $1T Trade Surplus

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Nu Holdings: A Latin American Banking Powerhouse Still In Early Growth Mode

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QQQI: A Fund With Many Benefits

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AWF: Discounted Global Fund With Growth Potential

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Tesla: Monetizing Cybercab And Optimus Isn't A Futurist Concept

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Coeur Mining: Why I Am Upgrading To A 'Buy' After The New Gold Deal

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Accenture: Best Time In 10 Years To Buy

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Santa Claus Has A Favorite Index, And Santa's Rally Has A Favorite Start Date

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Overlooked Bargains

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My Biggest Contrarian Bet: The BDC Hidden Income Gift

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2 REITs To Buy Before December 10th

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Buying Stability: Preferred Dividends From Large Banks; Yields +6%

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Netflix Might Soon Be The Ultimate Content Creator

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Why I'm Turning Aggressive Now - Even With Everyone Yelling 'Bubble'

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Wall Street Breakfast Podcast: IBM Eyes Another AI Deal

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Energy Transfer: Growth And Impressive Midstream Assets

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Netflix: Setting Up For An Interesting 2026

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TSMC: Wide Moat Remains, But Intel Just Got A Second Life (Rating Downgrade)

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USA Rare Earth: An Intriguing Portfolio Addition (Or Alternative) For MP Materials Bulls

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Oracle Q2 Preview: Ignore OpenAI Backlog At Your Peril

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Is TSMC Slowing Down? Not For Long

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Coherent: Re-Rating Complete, Risk-Reward Now Balanced

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The Rate Cut May Produce A 'Sell The News' Event

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Why 10%+ Yields Can Wreck Your Retirement Income

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The Fed May Be About To Unleash A Massive Market Regime Shift

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VICI Properties: The Drop I Anticipated Arrived (Rating Upgrade)

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The Generational Shift I See Now - And My 33 Stocks For What's Coming

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TSMC: Foundry Monopoly, Inelastic Demand, Robust Pricing Power, And Cheap Valuations

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Wall Street Week Ahead

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Microsoft: Path To $600

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Hims & Hers: The Market's Panic Is Irrational

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FinVolution: Cheap, Consistent, And Expanding Abroad

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Cenovus Energy: Buying Scale, Boosting Returns, And Still Undervalued

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TSMC: Unmatched Moat, Secular AI Tailwinds, And Still A Buy At Highs

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Spotify: The Network Economy In The Audio Industry

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New Management Has Definitely Shifted The Tone At 3M, But Follow-Through On Growth Is Essential

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S&P 500 Snapshot: Win Streak Puts Index Inches From Record High

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12 Years With Zero Gains: Can Your Retirement Plan Survive A 'Lost Decade?'

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The One AI Chart That Completely Reshaped My Portfolio

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5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (December 2025)

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What Moved Markets This Week

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The Biggest Market Surprise Of The 2020s Is Potentially Still Ahead

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Trinity Capital: Why I Put 25% Of My Portfolio Into This BDC

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The Trade Desk: A Generational Buying Opportunity Emerges (Rating Upgrade)

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U.S. Equities: I Want To Put All My Eggs In This Basket

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CVS: FY 2026 Margin Recovery, Well Covered Dividends, And Cheap Valuations

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$50 Oil Price Scenario: Enterprise Products Partners Better Positioned Than Energy Transfer

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Entries updated Dec 22, 2025 09:09:22 PM PST

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