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  • Mon Dec 1

Wall Street Breakfast - Year In Review

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Wall Street Breakfast Podcast: Costly Click For Coupang

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3 REITs To Ascend In 2026

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Precision BioSciences: Potential Proof-Of-Concept Data For HBV Cure In 2026

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Broadcom: TPUs And Tomahawks Make It A Top Trade For 2026

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Omeros: Why The Novo Nordisk Deal Is More Important Than FDA Approval (Rating Upgrade)

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American Water Works: Large Potential, Large Capex Challenges

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Iovance Biotherapeutics: Bright Prospects For 2026

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Hercules Capital: Pay The BV Premium And Be Done With It

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Politics And The Markets 12/29/25

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Automate Your Income Machine: Dividend Growers Built For Any Market

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Market Outlook 2026: Technology, Precious Metals, And Commodities

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These 10 ETFs Are My 'Core' Heading Into 2026, How I'm Using Them

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2 Once-In-A-Decade Buying Opportunities For 2026

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Wall Street Week Ahead

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How I'm Betting Big On A High-Growth, High-Inflation World

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Broadcom: Aggressive Revisions Justify Strong Buy Upgrade

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Broadcom: One Of Our Favorite Picks For 2026 In The Semiconductor Universe

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CoreWeave Has Dramatically Further To Fall

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Lumentum Holdings' Momentum Is Enticing, But There Are Too Many Reasons To Stay Away

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Apple: Quality Vs. Price

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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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Entries updated Jan 1, 2026 08:27:32 AM PST

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