Archive
The Death of Free-Market Capitalism: How Washington Turned the U.S. Into China
From Intel’s $11 billion government investment to MP Materials’ Defense Department partnership, America is adopting China’s playbook of state-controlled capitalism – and taxpayers are footing the bill.
Dealmaker’s Diary: This Connector King Could Deliver 50% Returns With Low Volatility
While tech stocks swing wildly, this $135 billion infrastructure play proves that boring businesses can deliver exceptional returns with minimal drama.
Buy This, Not That: This Durable Goods Winner Could Fill a 15% Earnings Gap
Durable goods orders just posted their worst reading since April 2020. But one sector is rising while another crashes 9.7%. Here’s which stock could bounce back 15%…
Beyond Digital Gold: Why Ethereum Just Became Crypto’s Cash Cow
Ethereum has tripled off April lows with a 200% rally. Unlike Bitcoin’s store-of-value story, Ethereum is betting on utility – and the world is just starting to build on top of it.
Monday Takeaways: Jackson Hole’s Short Covering Frenzy Hides Inflation Reality
Powell’s dovish surprise triggered massive short covering Friday, but with Walmart and Target warning about tariff price impacts every week, this September rate cut narrative faces a harsh reality check.
Paying Up Makes Sense: The Case for High P/E Multiples in a Predictable Bull Market
The S&P 500 trades at 22.8x forward earnings – a 23% premium to historical averages. Old-school analysts call it frothy, but they’re missing the real story: investors are paying for certainty, not just growth.
Dealmaker’s Diary: How AI Turned This Cruise Company Into a Cash Cow
Seventeen billion dollars in revenue, AI optimization across every operation, and volatility below 15%. This isn’t your typical leisure stock – it’s a technology play disguised as a vacation company.
Buy This, Not That: Earnings Are In – Home Depot vs. Lowe’s?
Two of the biggest names in home improvement just reported earnings: Home Depot and Lowe’s. Both stocks jumped. But if you’re thinking about investing in one of these retailers right now… The choice is clear.
Bitcoin’s Secret Weapon No One Can Copy
If you strip away the hype, Bitcoin’s advantage comes down to one thing…
Monday Takeaways: Stocks at Record Highs – What’s Next?
The S&P 500, Nasdaq Composite, and Nasdaq 100 all notched fresh record highs last week… yet Wall Street is split. Are stocks “too good to be true”—or is the rally just getting started?