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Politics And The Markets 02/22/26

Harness The Power Of Quiet Compounding With These Dividends Aristocrats: Yields +6%

This Is What A Worst-Case Bear Market Looks Like

Nvidia Will Likely Beat, But The Market May Not Like It

Blue Owl Capital: I'm Finally Taking The Bull Camp

The Supreme Court May Have Just Prevented A Recession

What Moved Markets This Week

How To Play The Great Rotation For Yield Over 6%: 2 Top REITs

Micron: The Rare Rally Of Melting Multiples

How Kevin Warsh Could Put The Toothpaste Back Into The Tube At The U.S. Fed

Alphabet Printed The Best Hyperscaler Quarter, And The Market Still Found A Reason To Sell

W. P. Carey: 138% Coverage, 5% Yield, Strong Income Value

Microsoft And Meta Earnings Review And Outlook

4 Reasons The AI Narrative Is Crumbling

Microsoft: Why I Set A $370 Buy Order

Best Dip Buys With 'Year Of The Fire Horse' Potential

The Supreme Court Nullifies Tariffs

Golden Buying Opportunity: 8-9% Yields The Market Is Completely Ignoring

Amazon Stock Still Makes No Sense

Texas Pacific Land: I Bought The Dirt - Now It's Printing

Blue Owl Capital: Dividend Cut Already Priced In

Say Goodbye To The Closing Bell?

Commodities: Trump Sets A Deadline For Iranian Deal

Nvidia: Deep Discount Before Earnings

Broadcom: AI CapEx Panic Is Your Opportunity

How I Learned To Love The Bubble (Even Before It Bursts)

Interactive Brokers: The Quiet Compounder Riding The Global Trading Boom

Silvercorp Metals: Buy On Operational Success And Silver Demand

Allspring Mid Cap Growth Fund Q4 2025 Performance Insights, Portfolio Drivers & Decisions

GLD: My Second-Largest Portfolio Position, On Path To Become My Largest Holding

This Is A Stock Picker's Market