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3 REITs I Would Sell Today

Celestica: Once Standardization Sets In, This Would Be A Risky Play

Huang Isn't Planning To Wake Up A Loser

MP Materials: The Market Is Missing This Rare Earth Opportunity

Stride: Given Enough Time, The Problems Will Be Fixed

Nintendo: Mario 2, A Megahit, And Profit In J-Curve With Improvement Ahead

I Am Still Buying Lumentum, But For A Better Reason Now

Commodities: Peace Talk Optimism Clouds Reality

Sell In May? 5 Reasons Why

Credo Technology: Hypergrowth Leader Solving The AI Connectivity Bottleneck

Micron: Dead Cats Don't Bounce Twice

Don't Get Too Comfortable: The Pullback Could Be Epic

PDI: 15% Yield That Never Keeps Me Up At Night

EPR Properties: My Top 'Must-Buy' REIT For 2026

The Market's All-Time High Is A Warning Sign

Marvell: An AI Winner Tackling The Biggest Bottleneck With Data Transfer Optics

TSMC: AI Supercycle Buys Don't Come Stronger Than This

The Top 10 BDCs: Which Is The Best Buy?

Oracle: AWS Deal Implications

Alphabet: Insane Performance, With Future Strength

Millicom's Next Growth Is Built On Colombian Simplicity And Chilean Optionality

Nike: Please Just Don't Do It

lululemon Won't Remain Cheap For Too Long

India Gold Market Update: Mixed Reading

AMD: $600 Bullseye

Thank You, Seniors. Healthcare Spending Is Fueling Economic And Job Growth - THQ

The Trade Driving The S&P 500 Higher May Not Last

I Never Knew My First Deal Would Lead To A $231 Billion Marketplace

MPLX: Upgrading To Bullish As The Gulf Coast Build-Out Meets The AI Power

British American Tobacco: Why This 6% Yield Remains My Largest Holding

The Year's Most Positive Signal Rallies Markets, But Iran Risk Favors Select Sectors

Sezzle: Positive Growth Momentum And An Improved Valuation

TSMC's Q1 Earnings Beat: Still A Great Buy

AEVEX: Drone Player Taking Off

Beazer Homes USA: Downgrading Is The Right Choice Due To Leverage And Market Concerns

S&P 500 Snapshot: The 7,000 Era Begins Amid Triple Record Highs

Politics And The Markets 04/19/26

NVIDIA Vs. AMD: Buy The Dominant Leader At A Discount

I Am Buying The Rumor With A Golden Opportunity, Yields +11.5%

BDCs That Put Their Money Where Their Mouth Is

The Dividend Aristocrats Ranked By Quality Scores (April 2026)

Playing Iranian Roulette: Investors Are Asking The Wrong Questions

It's Morning Again In The Stock Market

How I Would Invest $1 Million Today

Macro Insights: The 'Spoils Of The Iran War' Hidden In The Market

AppLovin's Fantastic Upside Necessitates A Downgrade

How The 'Fake-Death' Of Petrodollar Supremacy Rewrites The S&P 500 Playbook (It's Not What You Think)

MARA Holdings: A Valuation Re-Rating Could Be Near

An Important Lesson For Investors