The S&P 500's headline strength masks fragility, as earnings growth is concentrated in semiconductors and energy, leavin

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This Market Is Rotten Under The Hood - I'm Making These 3 Moves 

The S&P 500's headline strength masks fragility, as earnings growth is concentrated in semiconductors and energy, leaving most sectors as 'passengers....

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Broadcom: Market Misunderstanding Is Baffling, But Don't Be Fooled 

Broadcom stays firmly as a Buy despite the recent selloff tied to AI lab customer concerns. AVGO's growth is highly indexed to the enormous compute de...

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Micron Just Broke Support, So Buy MUU Into Strength 

Micron Technology is rated Buy for a 12-month holding period, trading at 6.0x annualized guided earnings with strong contract coverage into fiscal 202...

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How Higher Rates Create Real Estate Bargains 

A steepening yield curve expands agency mortgage net interest spreads without squeezing dividend cash flow. Equity REIT dividend yields have reset to ...

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2 Covered Call ETFs To Shield Your Income From An AI Crash 

Many income investors are more exposed to the AI trade than they realize, often through holdings that look "safe." The usual objection that de-risking...