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  • Thu Mar 26

Commodities: Oil Moves Higher As Peace Talks Look Shaky

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Northrop Grumman: The Nuclear Triad Winner Is Now A Strong Buy

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Getty Realty: Steady Growth Continues In Q1

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Intuitive Surgical: Forget The 40x P/E. Focus On The 10-Year Potential (Upgrade)

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RTX Corporation: Gift Exit Despite Solid Results

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40%+ ROE Leaders: Stocks That Can Thrive In Volatile Markets

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3 Market Risks Investors Won't See Coming

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If I Could Only Buy 2 Dividend Stocks For Potential Stagflation

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Nebius: The Profit Inflection Point

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Energy Transfer: American Molecules Are Headed East

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Warsh Will Change The Fed Forever

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Variable Payouts, Permanent Income: Why I'm Buying These 11% Yields Today

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3 Of My Favorite Places To Invest Right Now - And Why I'm Buying Them Aggressively

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Dynex Capital Continues Delivering Consistent Monthly Income Despite Market Volatility

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Sibanye Stillwater: Valuation Multiples Should Expand As The Turnaround Continues

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Apple: I See An Alchain-Allen Theorem At Play (Upgrade)

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Micron: A Study Of Event Returns, Regime Tailwinds, And DRAM ASP

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Coherent: A Buy Driven By Robust AI Datacenter Optics Demand

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Century Aluminum: A Decade-Long Growth Runway

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Politics And The Markets 04/22/26

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3 Best Stocks For A Squeezed Consumer Amid Higher-For-Longer Gas Prices

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2 'Set And Forget' Dividend Legends To Buy Now

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This Has Never Happened Before

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Buy The Dip: Up To 11% Yields Looking Way Too Cheap

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Join The 1% By Earning +8%

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3 REITs I Would Sell Today

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

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Huang Isn't Planning To Wake Up A Loser

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MP Materials: The Market Is Missing This Rare Earth Opportunity

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Stride: Given Enough Time, The Problems Will Be Fixed

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

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

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Commodities: Peace Talk Optimism Clouds Reality

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Sell In May? 5 Reasons Why

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Credo Technology: Hypergrowth Leader Solving The AI Connectivity Bottleneck

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Micron: Dead Cats Don't Bounce Twice

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

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

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

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

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

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

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The Top 10 BDCs: Which Is The Best Buy?

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Oracle: AWS Deal Implications

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Alphabet: Insane Performance, With Future Strength

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

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Nike: Please Just Don't Do It

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lululemon Won't Remain Cheap For Too Long

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India Gold Market Update: Mixed Reading

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AMD: $600 Bullseye

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Entries updated Apr 26, 2026 04:05:55 AM PDT

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