Today's Stock Investing Pulse
Devon Energy’s $8B Marcellus Asset Offer Signals Aggressive Growth Post-Merger
Devon Energy completed its merger with Coterra, creating a larger diversified oil and gas operator. Stone Ridge Asset Management has signaled an $8 billion opening offer for Devon’s Marcellus assets, and the combined company expects to lift its dividend by roughly 30%.
Goldman Sachs Flags Deeper S&P 500 Correction, Bonds Offer Little Shelter
Goldman Sachs warned clients that the S&P 500, already 5% below its January peak, could fall another 5% to 8% as equity risks intensify. The firm added that bonds are unlikely to provide meaningful protection, leaving investors with few safe‑haven alternatives.
Wealth Grows When Compounders Need Little Capital
"The best compounders require minimal external capital to grow." The best investments don’t need constant fuel to grow. Great compounders scale with minimal external capital — that’s where real wealth is built.
Warren Buffett Bought 8 Million Shares of This Oil Giant and $100 Oil Proves Him Right
Warren Buffett’s Berkshire Hathaway increased its Chevron holding to roughly 130 million shares, representing about 7.24% of the conglomerate’s equity portfolio and elevating CVX to a top‑five position. The purchase was made in Q4 2025, before Brent crude surged toward $100 a...
How Often Do U.S. Stock Market Corrections Evolve Into Bear Markets?
Larry Greenberg examines how often S&P 500 corrections—defined as 10% declines—turn into bear markets, which require a 20% drop. Since 1929, 34 of 56 corrections failed to become bears, meaning most corrections are short‑lived. The analysis notes an average 18% intra‑year...
Ignoring the Noise Is Impossible
Financial advisors increasingly confront an unrelenting stream of market noise, making traditional "ignore the noise" counsel impractical. The article distinguishes "good advice"—generic, static recommendations—from "effective advice," which integrates durable portfolio construction with behavioral safeguards. Citing Fisher Black’s research and Charles...
History Says These 2 Overlooked Asset Classes Are the only Real Shield Against 1970s-Style Stagflation
Mark Hulbert highlights that during the 1973‑1982 stagflation era, U.S. small‑cap stocks and residential real estate outperformed inflation, delivering 5.9% and 5.5% annualized real returns respectively. In contrast, the large‑cap S&P 500 lagged because it was dominated by overvalued growth stocks,...
Here’s Why Apple (AAPL) Could Be The Best Tech Stock to Buy Now According to Warren Buffett
Apple remains Berkshire Hathaway’s biggest holding even after a modest stake reduction, underscoring Warren Buffett’s confidence in the company. The firm’s cautious AI spending—about $12.7 billion in capex last year—contrasts sharply with peers planning $600 billion on AI infrastructure through 2026. Apple’s...
Value Investors See Mispriced Opportunities From Sports to Fertilizer
At the Value Invest conference, leading value managers highlighted a slate of mispriced stocks across disparate sectors. Jennifer Wallace praised CF Industries for its low‑cost natural‑gas input and exposure to soaring global fertilizer prices, while also flagging Signet Jewelers as...
MagnaChip Semiconductor Corporation (MX) Balances Revenue Pressures With Cost Discipline
MagnaChip Semiconductor reported Q4 FY2025 revenue of $40.57 million, falling short of the $47.5 million consensus and 17 % below the prior year’s quarter. Despite the revenue miss, the company posted an EPS loss of $0.08 per share, comfortably beating the $0.25 loss...
Why Active Managers Are Mimicking the Flaw of Passive Benchmarks
Active managers are increasingly mirroring the momentum‑driven, price‑weighted flaws of passive benchmarks, especially in the U.S. large‑cap space dominated by the Magnificent Seven. Aziz Hamzaogullari argues that the issue lies not in active management itself but in its execution, which...
Korea Electric Power Corporation (KEP): Smart Electric Life Launch and Robust FY2025 Earnings
Korea Electric Power Corporation (KEPCO) unveiled the Smart Electric Life platform, consolidating 39 energy‑related services that were previously scattered across seven government and utility agencies. The digital hub features tools such as “Find My Benefits,” bill‑simulation calculators, and the Plus...
This Cathie Wood Stock Is Down 36% Over the Past 2 Years. She Still Can’t Get Enough.
CRISPR Therapeutics (CRSP) has slipped 11% so far in 2026 and 36% over the past two years, yet Cathie Wood’s ARK funds added roughly 438,000 shares. Piper Sandler upgraded the stock to Overweight with a $110 price target after the...
I’m 37 and Won a Settlement. I Maxed Out My IRA. How Do I Invest the $21,000 I Have Left?
A freelancer in her late 30s received a $36,000 settlement, maxed out her IRA contributions for 2025 and 2026, and now has $21,000 remaining. The advice column recommends bolstering her emergency fund, then allocating the cash to tax‑advantaged retirement accounts...
3 International Stocks Most U.S. Investors Have Never Heard Of
U.S. equities have enjoyed a 16‑year performance streak, widening a valuation gap with Europe where stocks trade at roughly 14‑15 times earnings versus 25 times in the U.S. Analyst Pieter Slegers argues that this disparity creates high‑quality, low‑multiple opportunities abroad. He highlights...
Choosing UPS Vs. FedEx for a Decade-Long Hold
UPS x FDX Q4’25 $UPS or $FDX which one would you hold for the next 10 years? #investingtips #stockmarketnews #investingideas
Think Bigger Than Your Capital: Buffett’s Investing Truth
Investing isn’t about how much capital you start with—it’s about how well you think. Warren Buffett’s approach shows that small sums can grow significantly when you focus on undervalued businesses, strong fundamentals, and long-term cash generation. Deep research and patience...
These Energy Stocks Could See Gains for Years From Middle East Supply Disruptions
Three weeks after the U.S. and Israel launched attacks on Iran, oil prices have surged to $96 per barrel for WTI and $110 for Brent, reflecting heightened Middle‑East supply risk. Natural‑gas prices rose modestly, yet U.S. LNG exporters Cheniere Energy...
Markets Shifting: Small Caps, Oil, Healthcare Set to Lead
My conversation with @MorganStanley's Mike Wilson on the state of markets. We cover: • Is 60/20/20 the new 60/40? • Why he expects leadership to broaden beyond mega-cap stocks into small caps • Implications of rising oil prices • Why today’s environment resembles the 1940s •...
Value Stocks Shine After Tech Bubbles Burst
"Conclusion Overall, the results suggest that the most reliable approach is to hold a long position in value stocks relative to growth stocks. Attempts to systematically trying to predict periods when large growth stocks outperform small value stocks are difficult, but...
100 Years, 29,000 Stocks, 46 Winners: The Case for Indexing Just Got Stronger
A new century‑long study by Hendrik Bessembinder shows that just 46 out of nearly 30,000 U.S. stocks accounted for half of $91 trillion in shareholder wealth creation, down from 89 firms in his 2018 analysis. The median stock delivered a -6.9%...
Stop Leaving Roth IRA Cash Idle—Invest for Growth
$70k of cash sitting in a Roth IRA… That’s 10 years of contributions getting only 2-4%/yr from MMF Instead of ~10%/yr from S&P 500 in that timeframe Just a reminder: your Roth IRA contributions need to actually be invested.
Bank of America Cautions Investors Against Over‑reading Post‑dip Rally Amid Iran War and Oil Surge
Bank of America’s chief investment strategist Michael Hartnett warned that the recent rebound in equities after the Iran‑related sell‑off does not reflect a true market bottom. The March Global Fund Manager Survey shows sentiment at a six‑month low, cash holdings...
80 Mid‑Cap Firms at Historic EV/EBIT Lows
80 US or European companies trading in the 2nd percentile of their historical EV/EBIT valuation (market cap between $500M and $5B) 👇🏻 Which one is high up on your watchlist?
Buy Chevron, as Its Middle East Exposure Is Lower than Rival Exxon's, Says HSBC
HSBC upgraded Chevron to Buy, lifting its price target to $215, implying roughly 7% upside from the latest close. The bank highlighted Chevron’s markedly lower exposure to Middle‑East oil—under 200,000 barrels per day versus Exxon’s 900,000+—as a key risk buffer...
5 Vanguard Mutual Funds to Tackle Inflation and Geopolitical Risks
U.S. markets are under pressure from soaring oil prices, rising geopolitical tensions, and persistent inflation, prompting fears of stagflation. The labor market shed 92,000 jobs, lifting unemployment to 4.4%, while the Fed kept rates steady at 3.50‑3.75% amid unchanged consumer...
This Industrial Gas Stock Can Be a Winner as Growth Slows and Inflation Rises, Says JPMorgan
JPMorgan upgraded Air Products and Chemicals to overweight, raising its price target to $310 from $280, implying about a 9% upside from the latest close. The bank cites higher oil prices from the U.S.–Iran conflict as a catalyst for increased...
Exiting Non‑US Rally, Maintaining Global Balance with Cash Buffer
After a massive run in non U.S. assets for 14 months, over the last few weeks, I have been getting out of the "Get Out" trade for my long only long term beta portfolio. Current portfolio is a globally...
10 Essential Podcast Episodes for Beginner Dividend Growth Investors
Everyone starts somewhere. If you are new to dividend growth investing, these 10 episodes are the perfect starting point. 🔗 https://europeandgi.com/how-to/dividend-growth-investing-for-beginners-10-podcast-episodes-to-listen-to-first/
Is Apple Stock Your Ticket to Becoming a Millionaire?
Apple remains a dominant consumer‑discretionary giant with a $3.7 trillion market cap and a 29% net profit margin in Q1 FY2026. Its shares have surged nearly 11,000% over the past two decades, turning a $9,500 investment into $1 million today. However, the...
All Weather Portfolio Beats Expected Returns, Drawdown On Target
All Weather portfolio update. Current drawdown -8.35% which is within the expected return/risk profile. CAGR since release running at +24.2%, which is above the expected return profile. #next1000trades https://t.co/Bf8eenZ9Am
Top Value Investing Insights and Leaders Spotlighted
This week in value: Year-End Letter for 2025: Deep Value (GMO) PzenaPerspectives – The Value Stocks to Watch (Pzena) How Value Investing Adds Value (VIS) Co-Founder and CEO Sarah Ketterer reflects on 25 years of value investing at Causeway Capital (Causeway)
Interview With The Building Financial Podcast February 2026.
The Macro Butler interviewed Junus Eu of The Building Financial Podcast, framing investing as a form of adulting guided by a clear roadmap. He emphasized using the business cycle as a financial GPS to pinpoint the right assets without relying...
Boston Beer Matches Ten‑year Buybacks in Three Years
Boston Beer repurchased ~$530 million of its common stock over the past three years, which is roughly comparable to what the company spend on repurchases over the previous decade (FY13 - FY22) https://t.co/pROlFqwX7E
War’s Short‑term Impact, yet Markets Thrive Long‑term
Wars can move markets in the short run, as they are today. But over the long run, stock returns are driven by economic growth and corporate earnings. Since 1941 the world has seen almost constant conflict. And yet, $1 in the S&P 500...
The Coca-Cola Company (KO): Our Calculation of Intrinsic Value
Analysts applied a discounted cash flow model to The Coca‑Cola Company, estimating an intrinsic share value of roughly $18‑19. The model uses an 8% discount rate, 2.5% terminal growth, and projects free cash flow reaching $6.7 billion by 2029, yielding a...
Vol Premium Soars While VIX Stays Low
Vol premium is near historic highs. But VIX is only 25. On the latest OPEX Effect on @excessreturnpod, @spotgamma explains what’s going on behind the scenes and what it could mean for the market. https://t.co/fKAHUZs21I
Microcaps Rarely Achieve 26x Revenue, 173x NIAT Growth
A great slide Over 16 years.. Revenue 26x NIAT 173x F/D Shares -17% 99.9% of microcaps couldn't have a slide like this $RX.V $BIOYF https://t.co/Sw0gquHq8o
Goldman Sees Risks of Market Correction Rising — and Bonds Won't Help Weather It
Goldman Sachs warns that equity markets face a heightened correction risk amid oil price spikes, the Iran conflict, and AI‑driven disruptions, with major indices already in the red for 2026. The firm cautions that traditional bond buffers will be less...
Asset Allocation Doesn't Explain 93.6% of Returns
"Asset allocation explains 93.6% of investment returns." You've heard that stat. It's wrong. What the paper actually found, and what the industry has been misquoting for 40 years, is the subject of our latest video for @IFAdotcom 👇 #Investing #WealthManagament #Finance https://t.co/HtF2EcPoVu
Even Top Managers Struggle to Sell Losers
During the conversation today with Lee Freeman-Shor and Clare Flynn Levy who have analyzed the trade data of many of the best fund managers in the world - I asked what decision type do successful managers have the most issues...
Watch Insider Trades to Gauge Company Conviction
We use a lot of fundamental metrics at TLI to determine the true value of a company. That being said another thing to look at is insider buys and sells. They are the ones that know the operations of the...
Cap‑Weighted Index Overvalued; Equal‑Weighted Remains Fairly Priced
For the cap-weighted index, price has remained quite elevated and well above the rising uptrend line. While the trailing P/E ratio has contracted from 26.1x to 23.9x, it remains elevated. The equal-weighted index is far less extended against its rising trendline,...
Family Owners Prioritize Dividend over Strategic Freedom, Says Fundsmith
Terry Smith (Fundsmith) on selling Brown-Forman: "We hoped family ownership would lead them to perhaps find a course through all of this that a company subject to the influence of quarterly earnings wouldn't be able to do, but it's not...
NBIS Holds $1.3B in Future Customer Pre‑Payments
"$NBIS is not getting customer Pre-Payments." Just because they didn't announce it doesn't mean they aren't. Clues are in the balance sheet. $1.6B in deferred revenues. $1.3B of that is non-current, revenues that won't be recognised in the next 12 months. Customers paid $NBIS $1.3B...
Klarna: Potential 5x Upside Amid Subprime Risks
Klarna: 5x Opportunity or a Subprime Lender? $KLAR offers a uniquely asymmetrical profile: - Beat Down Stock - Expanding into Banking - Strong Growth - Potential for improving profits https://www.globalequitybriefing.com/p/klarna-5x-opportunity-or-a-subprime?r=39awso&utm_campaign=post&utm_medium=web
Free Deep‑Dive Equity Thesis on META, MU, GOOGL
I have published Deep Dive Equity Thesis on Substack. META, MU and GOOGL Check it out for free. I have shared my perspective and recommendations. I love these thesis. I hope you will like them as well.
Follow Pro Steps to Spot Winning Stocks
For most investors, a well-diversified portfolio of funds will do the trick. But if you want to try to identify winners like the pros on Wall Street, there are steps you can take. https://t.co/6RP6PY8ebH
Assessing Managers, AI Moats, and the New MacBook Neo
🆓 Thursday links: assessing manager performance, how AI impacts company moats, and the case for a new MacBook Neo. https://t.co/duwiEpYK9L chart: https://t.co/gq6jLYoEZI https://t.co/VnZShWu1PC
Selling at Market Lows Costs Massive Missed Gains
If you sold on Liberation Day – you missed 34% recovery in $SPX If you sold on Silicon Valley collapse spring 2023 – you missed 78% in $SPX If you sold on Covid in spring 2020 – you missed 198% recovery in...
Buy‑side Questions Cycle Durability; Stay Bullish yet Cautious
Talking to a lot of the buy side, it's clear that, despite understanding the constraints and the demand, the central debate is still the durability of the cycle across the board. It is ok to be bullish, but being sensitive...