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  • Sun Nov 30

Microsoft: The AI Utility Thesis - Weighing $392 Billion Backlog Against CapEx Depreciation Cliff

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Humana: Margin Headwinds To Persist In 2026

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Pure Storage: The Outlook Is Pure; The Valuation Far Less So

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Be The Bank: I Am Locking In 7% Yields From Corporate And Municipal Borrowers Now

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Retirement Income And 10%+ Yields: No, They Aren't Mutually Exclusive

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Dividend Cut Alert: Popular 10%+ Yields Getting Risky

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2026 Market Outlook: Energy Will Lead The Way Down

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These Are Some Of My Favorite Investment Picks For 2026

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What Moved Markets This Week

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Broadcom: My Best AI Investment Idea For 2026

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HP Inc.: Severely Mispriced Cash Flow Powerhouse

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Transformative AI Makes Sanmina A Strong Buy

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Northrop Grumman: An Argument For Buying At Undervaluation (Rating Downgrade)

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NANC: Invest In Democrat-Endorsed Securities

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Micron: Exploiting The Overlooked Structural Alpha

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Politics And The Markets 12/27/25

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Micron: Valuation Of This AI Winner Defies Logic

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Blowout Q3 GDP Turns The Market Narrative On Its Head

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Why I Just Bought Some Nvidia Stock

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SCHD's Dividend Growth Formula Is Broken (For Now)

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The $100,000 Dividend Plan: Why Cash Flow Is The Only Retirement Goal That Matters

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Silver Tops $75 As Precious Metals Power On

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Forget Big Tech - I Think We're Looking At A Big Rotation To Value

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Wall Street Breakfast Podcast: Three Forces That Defined 2025

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Gold Breaks A 40-Year Correlation - Does This Signal A Problem For S&P 500 Forward Returns?

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GoGold: A Good Value Even With More Conservative Metal Prices

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VICI Properties: Will The REIT Die A Slow Death With Las Vegas?

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BLOX: Income Will Keep Me Warm During The Crypto Winter

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Selling Starbucks And More Trades--November Dividend Income Report

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SPY: Structural Risk To Valuation Requires Caution Or Hedges For 2026

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Edenor: Recovery Is Real, But The Market Is Already Pricing It In

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electroCore, Inc. (ECOR) Discusses Neuromodulation Platform, Business Evolution, and Strategic Priorities Transcript

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Politics And The Markets 12/26/25

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Microsoft: The Real AI Winner Hiding In Plain Sight

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The Rotation Fear Won't Last; Betting On Tech's 2026 Comeback

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I'm Dreaming Of A Silver Christmas

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Nvidia: Poised To Unlock $6 Trillion In 2026

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Nvidia: What Should Investors Make Of The Groq Deal (Rating Upgrade)

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Amazon's Stock Is Dirt Cheap

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Lots Of Things Are Looking Up

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CommScope: Awaiting Closing And Special Dividend

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TriplePoint Venture Growth: Be Careful With This 15% Yield

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EOG Resources: Buy The Dip For A Reputable Producer

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Nvidia Has A Cash Problem

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Amazon: A Correction Under $200 May Be Necessary Before Uptrend Resumes (Technical Analysis)

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TJX Companies: Rating Downgrade On Expensive Valuation

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AAR: Firing On All Cylinders

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Immatics: PRAME Leader's Transition To Commercial Reality

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Ray Dalio's Warning: We're Heading For Challenging Times By 2029

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3 Once-In-A-Decade REIT Buying Opportunities For 2026

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Entries updated Dec 31, 2025 05:38:28 AM PST

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