<em>Monday Takeaways</em>: Why Nvidia’s Stellar Earnings Couldn’t Stop the Risk-Off Rout

Monday Takeaways: Why Nvidia’s Stellar Earnings Couldn’t Stop the Risk-Off Rout

Nvidia delivered earnings that beat expectations – then dropped 5.9% for the week anyway. What does it mean when the most valuable stock on the planet can’t hold gains on fantastic results?


<em>Buy This, Not That</em>: How 50-Year Mortgages Will Reshape Homebuilders

Buy This, Not That: How 50-Year Mortgages Will Reshape Homebuilders

Without government backing, 50-year mortgages won’t happen. But if they do, this homebuilder’s diversification and $34 billion in revenue puts it miles ahead…


<em>Monday Takeaways</em>: Consumer Spending Cracks Could Trigger Market Breakdown

Monday Takeaways: Consumer Spending Cracks Could Trigger Market Breakdown

Consumer discretionary fell 2.7% last week – the worst of all 11 sectors. With Home Depot, Walmart, and Target reporting this week, we’re about to find out if consumers are pulling back heading into the holidays…


<em>Buy This, Not That</em>: Five Reasons One Airline Beats Its Biggest Rival

Buy This, Not That: Five Reasons One Airline Beats Its Biggest Rival

Higher profit margins. Stronger earnings growth. Better revenue growth. And one more advantage that could deliver bigger gains as flights resume…


<em>Monday Takeaways</em>: The Great AI Divide – Winners Surge as Losers Crash

Monday Takeaways: The Great AI Divide – Winners Surge as Losers Crash

Earnings season is exposing the truth about AI investments. Amazon’s 20%-plus cloud growth sends the stock soaring, but Oracle and Meta learned that promises without revenue lead to brutal sell-offs.


<em>Buy This, Not That</em>: Revenue vs. Hype in Rare Earth Stocks

Buy This, Not That: Revenue vs. Hype in Rare Earth Stocks

One rare earth company has a bigger market cap but zero revenue. Its smaller competitor generates $30.5 million in sales with 29% margins…


<em>Buy This, Not That</em>: The Tale of Two Fraud-Hit Banks

Buy This, Not That: The Tale of Two Fraud-Hit Banks

Newport Beach investment firms allegedly duped two regional banks with the same properties. But only one bank has the diversification and controls to weather this storm.


<em>Monday Takeaways</em>: Bull Market’s Third Birthday Brings Unwelcome Gifts

Monday Takeaways: Bull Market’s Third Birthday Brings Unwelcome Gifts

The Nasdaq’s 118% surge from 2022 lows marks an incredible three-year run, but cracks in the banking foundation and Trump’s tariff flip-flops are testing investor nerves.


<em>Buy This, Not That</em>: Revenue vs. Empty Promises in the Rare Earth Rush

Buy This, Not That: Revenue vs. Empty Promises in the Rare Earth Rush

Two rare earth stocks soared on government backing. But only one has actual revenue, a production facility, and a guaranteed buyer.


Morgan Stanley Just Kicked Off a $1T Move Into Gold

Morgan Stanley Just Kicked Off a $1T Move Into Gold

Morgan Stanley just added gold to its allocation guidance. Some $960 billion could flow into gold… and send the price soaring.


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