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








