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  • Sun Apr 19

Dell's Shift Is Bigger Than The Rally Suggests

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AppLovin: The Only Software Company I'm Buying

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Enterprise Products: Macro Factors Keeping Things Interesting

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Ares Capital: No Evidence Of SaaS Pain

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Annaly Capital: Double-Digit Yield + Good Appreciation Potential

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Western Digital: This Bull Run May Just Be Starting

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NuScale: Why The ENTRA1 Cash Drain Justifies A Hold

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Commodities: UAE Exit From OPEC Marks A Big Shift In Oil Market

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Buy The Dip: 9-13% Yields Getting Dirt Cheap

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Why The Probability For A Global Recession Is Increasing

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My Ultimate 7% Yielding 'Set-It-And-Forget-It' Retirement Income Machine

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Nebius: The Neocloud Window Is Temporary

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Celestica Q1: AI Revenue Soars While The Stock Plunges, I'm Buying

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Micron: Understanding If That Was The Mid-Cycle Correction

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Ares Capital: The King Has Spoken, And Most Bear Arguments Have Been Answered

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Microsoft: Buy This Bargain Before Earnings

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Since 1980 This Is What Happens When A Bull Market Crosses The Third Year (Like Now)

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Investing For Life: Why Your Portfolio Is Your Most Valuable Asset Ever

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10% Yielding REITs I Am Buying

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Wall Street Breakfast Podcast: Celestica Good But Not Good Enough

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JEPQ Vs. QQQI: Why I Favor The Passive Fund

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Palantir's Growth Is Stunning; The Answer Lies In Global Expansion (Rating Upgrade)

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Micron: Why I Think Another Leg Is Around The Corner

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Energy Crisis Blows Softer In U.S.: AI Infrastructure Trade Appears Intact

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Ichor's Margin Inflection Is Taking Shape Ahead Of Q1

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AMD: Inference And Agentic AI Are Expanding Its Runway

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Network Effects: The Moat Competitors Can't Match

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The Era Of Tokenmaxxing

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Oil Forecasts Raised As Prolonged Strait Of Hormuz Disruption Continues

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LendingClub: Strong Originations Amid Private Credit Meltdown Ahead Of Rebrand

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GreensKeeper Value Fund Q1 2026 Performers And Detractors

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The Next Phase Of The 2026 Market Rotation May Be About To Begin

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War, Fear, And The Data: Why The Seeking Alpha Quant System Says 'Don't Sell'

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Nvidia: The $31 Billion Footnote Nobody's Talking About

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Our Crazy Neighbors: How To Profit From Market Extremes

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I Am Loading Up On These 3 REITs With Rapid Growth Potential

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A Golden Buy-The-Drop Opportunity In Best-Of-Breed Dividend Stocks

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Micron: The Cycle Is Evolving, Not Disappearing

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Headwater Exploration: A License To Print Money

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Rocket Lab Heading Into Q1 2026 Earnings: What To Expect

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Commodities: Oil Moves Higher Amid U.S.-Iran Stalemate

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Bristol-Myers Squibb: 'Strong Buy' As 2026 Milestones Could Bolster Its Prospects

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MaxLinear: Strong Performance, Too Strong Momentum

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Micron's Hidden CPU-Driven Inflection Point Is Here

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Deckers: As Hoka Turns The Corner, So Can The Stock

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American Express: Earnings Show Steady Growth, Maintain Buy

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Politics And The Markets 04/27/26

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5 Signs The Markets Are Increasingly Disconnected From Reality

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2 Magnificent Dividends To Buy And Hold Forever

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A Massive Change Likely Coming To The Fed And Markets May Not Like It

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Entries updated May 20, 2026 10:30:26 AM PDT

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