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Markets

Politics And The Markets 10/11/26

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JPMorgan makes bullish call in fixed income space, suggests it's a once in a generation opportunity

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Turning Treasury Uncertainty Into Double-Digit Cash Flow

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Why I'd Swap Treasuries For High-Quality Covered Calls

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Lumentum: Sold Out Through 2029, But Something Bigger Is Coming

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Micron: Winter Is Coming (Rating Upgrade)

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2 Dividend Kings Looking Dirt Cheap

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Credo: $3,000 Per GPU, And That's Not Even My Buy Thesis

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Amazon: AWS Acceleration Supports My Strong Buy Rating

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S&P 500 Index Concentration - Room At The Top

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Microsoft's AI Economics Are Quietly Starting To Change

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SpaceX: Spending Like A Telecom, Borrowing Like A Hyperscaler

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The Hidden Risk In This Record-Breaking Market

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Dow Inc. Has No Solid Promise Of Generating Value In The Future

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EQT: A 10% Free Cash Flow Yield With A New Power-Demand Tailwind

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Stagflation, Wars And The Dollar: Where To Look Now

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Regression To Trend: S&P Composite 214% Above Trend In September

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Q-Ratio And Market Valuation: September 2026

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DRAM: Buy The Dip In The Most Important AI Bottleneck

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The Answer Is Eight: The REIT Opportunity Is Now

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Stocks making the biggest moves midday: T-Mobile, Verizon, AT&T, Crown Castle, Teva & more

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A Correction May Be Coming, But Do Not Freak Out

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Americans' debt problems are flashing a warning not seen since the Great Recession

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2 BDCs To Ditch Before Another Dividend Cut

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LITX: A Poor Idea Compared To Owning Lumentum

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Bargain Alert: 2 Income Stocks To Buy Today

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Blockchain.com seeks U.S. approval for prediction markets, crypto derivatives trading

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Stocks making the biggest moves premarket: Delta Air Lines, SpaceX, T-Mobile, Humana & more

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Treasury's Bessent hires Trump's controversial former Fed board pick, Judy Shelton, as advisor

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Your Stock Picks, My Verdict: What I'd Buy Right Now

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The Fed Just Moved: What It Means For Dividend Stocks

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Nvidia: Jensen Huang And Lisa Su Agree On One Thing

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Intel Has A $100 Billion Problem

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Alphabet: A 'Strong Buy' Due To Its AI Compute Scale

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The Mathematical Certainty Of The Coming Debt Storm

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Snowflake: Fairly Priced Until Migrations Prove Themselves

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Nvidia: Caught Between Cyclical Downside Risk And AI Bubble

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Tokenization could unleash tens of billions of dollars in trapped capital, Nasdaq CEO says

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2026 U.S. Midterm Elections: What To Buy, What To Avoid

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Little relief expected for gas prices ahead of Election Day, according to prediction markets

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Nvidia: Micron Just Gave It Away

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Nvidia: The Top AI Stock Is On Sale

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2 High-Quality CEFs That Are Likely To Slash Their Payouts

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The Only Dividend Stocks I Would Bet My Retirement On

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Micron: The Party Is Coming To An End

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Inflation on many everyday items was entirely due to tariffs, NY Fed says

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Micron: Analysts Are Too Low On 2029 And The Shares Deserve A Higher Multiple

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60/40 Portfolios Are Toast: The Better Way Is Also Simpler

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Stocks making the biggest moves premarket: Haemonetics, Broadcom, Lululemon, Palantir, Wolfspeed & more

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2 REITs At 52-Week Lows I'm Watching Closely

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