Archive
The Hidden Winners of the Los Angeles Recovery
As the smoke clears from California’s worst disaster, billions in rebuilding funds are about to flow. Here are the companies best positioned to capture this massive opportunity…
Monday Takeaways: A Strong Jobs Report Rattles Markets
A surprisingly strong jobs report and rising bond yields are creating market turbulence. Here’s what it means for your money…
What Goes Up Must Come Down: The Risk of Market Concentration
The dominance of the “Magnificent Seven” tech stocks has been great for markets and investors. But what happens when the virtuous cycle reverses?
Dealmaker’s Diary: An Energy Giant With 34.7% Upside
This energy stalwart, backed by Berkshire Hathaway’s 28% stake, is in perfect position for an energy boom.
Buy This, Not That: Natural Gas Will Outshine Oil in 2025
While oil prices struggle with supply and demand challenges, natural gas demand is surging thanks to AI data centers and European winter needs. We’ve got the ticker to play it.
Is the S&P 500 Really Too Concentrated?
While bears cry about market concentration in the Magnificent Seven, they’re missing a crucial point about global markets that completely changes the narrative.
Monday Takeaways: The First Test of 2025
Despite missing the Santa Claus rally, tech stocks are finding their footing again after a brief sell-off. But two key factors could impact this rally…
The $1 Trillion Problem No One’s Talking About
As government interest costs approach $1 trillion annually, markets face a ticking time bomb.
Dealmaker’s Diary: Is INOD a Buy?
This reader-submitted AI data-engineering company looks enticing with its $1 billion market cap and debt-free balance sheet. But is the stock’s momentum sustainable?
Buy This, Not That: A Tale of Two Spirit Giants
One’s a top shelf buy… the other’s giving investors a headache.