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  • Fri Dec 12

Federal Signal: Strong Signals

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2025 Rebalance: Managing Valuation Risk With Earnings Weighting

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Palantir: Entering Second Half 2020s As Our Top Tech Pick

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Why Bank of Japan Might Wait Until Second Half Of 2026 To Tighten Again

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Politics And The Markets 01/02/26

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Why Didn't Trump's Tariffs Crash The Economy In 2025?

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The One Chart Every AI Infrastructure Investor Needs To See Right Now

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Micron's Nvidia Moment Is Here

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VICI Properties Is A Buy-The-Dip Opportunity

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This Is How I Would Invest $100,000 In 2026

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The Fed's Biggest Problem Is The Market's Greatest Advantage

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My Most Important Dividend Growth Picks For The Market's Next Phase

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Sysco Is A Needle In A Haystack For Value Investors

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Dell Technologies' Business Could Be Hurt By Surging Memory Prices

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Merck: A Pharma Giant Trading At A Decade-Low Valuation While Executing Its Post-Keytruda Playbook

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Merck: Framework For Success

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Viking Therapeutics: A Wide-Open Oral GLP-1 Market

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Gas Prices Continue To Fall, Remain At Lowest Level Since 2021

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Virtus Reaves Utilities ETF Q3 2025 Commentary

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Politics And The Markets 01/01/26

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I Am Betting Big On These Top-Rated 5-8% Yielding Dividend Growth Machines

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Silver: Get Out Now

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3 Market Predictions For January

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My Biggest Market Fear Heading Into 2026

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Micron: Check Your P/E At The Door

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Alphabet Isn't Dead, It's Our Top 2026 Pick

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The Best WSB Surveys Of The Year

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Wall Street Breakfast Podcast: Twelve Headlines. One Year. 2025

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Red Metal Rally: Top Copper Stocks For 2026

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If You Like VICI Properties At $28, You Should Love Golden Entertainment At $27

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Intel: 2026 Is The Year Of Inference And Its Last Credible Bet

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QDTE: The 0DTE Strategy Is Working As Intended

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Tenaz Energy: 3x Production Growth Ahead In The TTF Gas Market, Yet Deeply Undervalued

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RTX: Record Backlogs And Structural Demand Signal Upside

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Shake Shack: The Recent Stock Crash Is A Long-Term Buying Opportunity

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Sandisk: At The Epicenter Of The Insatiable AI Storage Revolution

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Politics And The Markets 12/31/25

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What The Micron Bulls Would Have You Believe Is Insane

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The Best Mid-Caps May Achieve 'Sweet Spot' Status In 2026

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Outlook For 2026: Three Reasons I Am Preparing For A Correction

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The One Retirement Risk Too Few Care About, And How Dividends Fix It

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30%+ Total Returns In 2025: Embrace Our 3 High-Income Momentum Picks For 2026

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Don't Buy Sucker Yields - Here Are 3 Of My Favorite 9% Dividend Picks

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Celestica: I've 3xed My Investment But I'm Still Buying More

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Energy Transfer: Lake Charles Shock, EBITDA Miss And A Bearish Rollover Into 2026

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CoreWeave Selloff Ignores Agentic AI Compute Floor

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Ares Capital: Resetting Expectations In A Lower-Rate Cycle

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Super Micro's Most Mispriced Phase

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Abercrombie & Fitch: This Is Just The Beginning

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GE Vernova: Positioning To Power The AI Revolution

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Entries updated Jan 11, 2026 10:13:05 PM PST

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