Monday Takeaways: Ride the Tiger, but Mind the Claws
The markets simply want to go up. Money is flowing into the markets… and earnings are beating estimates. Ride the tiger, my friends. But don’t forget that tigers have sharp claws.
Buy This, Not That: Should You Bank On JPM or BAC?
JPMorgan (JPM) and Bank of America (BAC) just kicked off earnings season. But which big bank stock should investors bank on?
Monday Takeaways: Stay Long, My Friends
Stay long, my friends. That’s the message from the markets right now. Will anything change their minds?
Dealmaker’s Diary: This Cosmetics Giant Paints a Pretty Picture
This cosmetics giant has a strong retail and online presence around the world… and a head-turning 71% profit margin. This just might be the perfect foundation for a beautiful investment.
Monday Takeaways: The Most Important Players in the Room
A red-hot labor market has some analysts questioning whether the Fed cut too much… But the bigger question is… who’s really in charge of interest rates?
Dealmaker’s Diary: A Power Player That’s Shockingly Undervalued
This infrastructure leader has phenomenal numbers… is in a critical industry… and is shockingly undervalued. Get the ticker here.
Buy This, Not That: Which Is Hotter… BABA or BIDU?
The Chinese government will do its very best to juice its economy… And Chinese blue chips have launched skyward. But what rocket should you ride higher?
Monday Takeaways: Going Nuclear
Microsoft is going all in to power its AI demands… and Amazon just purchased a data center site right next to a nuclear plant. Nuclear’s back, baby.
Dealmaker’s Diary: Cash the Check From This $50B Payroll Company
This $50 billion benefits company cuts the paychecks of 1 in 12 American workers… and has two major tailwinds in its favor.
Buy This, Not That: A Luxury Retailer Back on the Runway
Luxury retailers are seeing the slowest growth in two decades as designer wallets and handbags have snapped shut. But one brand will be back on the runway in no time.