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  • Mon Mar 16

Politics And The Markets 04/01/26

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The Market Is Giving You A Gift, Don't Overthink It

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The Memory Inversion: Exploiting Micron's Algorithmic AI Valuation Fracture

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Nvidia: Something Big Is Coming

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2 Elite Retirement Dividend Stocks Just Went On Sale

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2 Royalty Income Streams You Don't Have To Work For

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The Nasdaq Is Changing Its Index Rules. Here's Why

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Why Future S&P 500 Returns May Disappoint - And How I'm Positioning Now

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Johnson & Johnson: The Return Of The Dividend King

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Tempus AI: An Attractive Entry Point At Current Prices

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Willdan Group: Margin Strength And Secular Demand Drive Upside After Valuation Reset

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CFTC CoTs: Managed Money Was Responsible For The Gold Sell-Off In January But Not March

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Axon: Don't Pull The Trigger Yet (Rating Upgrade)

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Micron: Don't Fall For The Low P/E - It's A Value Trap

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The Ceasefire Is Slipping Away

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Argan Surges 38% Post-Earnings: 3 Best Stocks With Similar Growth Potential

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Amazon: This Is Worse Than You Think

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Two 11%+ Retirement Income Gems For Scary Times

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Bigger Cracks Emerge In The NATO Alliance

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Wall Street Breakfast Podcast: Mistral Loads Up On Nvidia

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Alphabet's Solution Is A Gift For Micron's Memory Sales

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My Top 6 Rebound Picks

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Micron's Selloff Is A Setup For The Next Surge

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Micron: Buy This Selloff Driven By TurboQuant And Sora

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I Demand To Get Paid Monthly Dividends

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A Strong Jobs Report May Be Bad News For The Market

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AMD: Helium Shortage Is The Least Of Its Problems

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CrowdStrike And The AI Agents Cyber Threat

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The Market Is Cracking - I'm Getting Ready To Buy My Favorite Stocks

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Enterprise Products Partners: The Window Of Opportunity Is Closing Fast (Downgrade)

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Wall Street Week Ahead

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POET Technologies: A Scalable Alternative To Nvidia's Laser Supply Lock-Up

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Funko: Avoid This Stock As Sales Pull Back Further

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Argan: At Highs, But Strong Earnings Momentum Keeps The Bull Case Intact

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TopBuild's Plunge Isn't Time For An Upgrade

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JD.com: Even If It Stops Growing, It Still Is A Fundamental Buy

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Graphic Packaging Holding: Falling Earnings Make This A Hold

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S&P 500 Snapshot: Index Inches Closer To Correction Territory

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Politics And The Markets 03/29/26

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Micron: AI Memory Paradox Could Send Demand Exploding Despite Margin Risks

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The Greatest Risk To Your Portfolio Is You

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How Our 7-Funds Portfolio Earns 7.8% And Potentially Beats The Market

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3 Second Quarter Market Predictions

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Energy Is My Favorite Sector - I'm Getting Ready To Buy It On Weakness

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10 REITs For The Next 10 Years

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Big BDC Dividend Yields - 1 Golden Opportunity And 1 Value Trap

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What Moved Markets This Week

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Qualcomm: From A Dying Phone Company To The Next $8B Automotive Franchise

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I Was So Wrong About Upstart: Do Not Ignore The AI Threat

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Verizon: Caution Is Warranted, Despite The Strong Fundamentals (Rating Downgrade)

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Entries updated Apr 16, 2026 03:13:54 PM PDT

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