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%.
AI Threat Signals Investors Should Shift Bets to Builders — Not Coders, UBS Wealth CIO Says
Ubis Wealth Management’s CIO Ulrike Hoffmann‑Burchardi warns that artificial intelligence is eroding the moat of software‑centric businesses. She argues that AI‑driven automation will compress margins for firms reliant on code, while physical‑world operators—miners, power producers and industrial manufacturers—stand to gain efficiency and scale. The commentary calls for a strategic shift in capital allocation toward these asset‑heavy builders. Hoffmann‑Burchardi suggests that investors re‑balance portfolios away from speculative AI coders toward sectors with tangible infrastructure.
SpaceX Poised to Deliver Broadband Cheaper than Any Alternative
Dan Sundheim on SpaceX: "The telecom market globally is now the TAM... They've come so far down the cost curve that I think in a relatively short time - months or a few years - they'll be dramatically cheaper than...
Buy the Dip, Sell the Rally: Disciplined Growth Rules
I’m 62 years old and previously worked as a financial analyst at Morgan Stanley. After decades in the market, here are my simple rules for beginners: 📉 If it drops 5% → Hold 📉 If it drops 15% → Add 10% 📉 If it...
Banker on Wheels Broker Fee Comparison Tool
A new broker fee comparison tool shows that over a ten‑year horizon SAXO Bank incurs the lowest total trading costs at €318, followed by Interactive Brokers at €407, while Swissquote tops out at €1,879. The fee differential of €1,561 translates...
UPS Surpasses Median Forecast, Near 90% Target
Our fundamental team use the Monte Carlo simulation to derive a 12 month projection In September when $UPS was at $84, we shared our analysis The Median target was $106 The 90% percentile was $147 Price hit $120 recently We combine our fundamental analysis...
Broad Market Wins: Can't Beat VOO Long-Term
This AI is gonna kill software trade echoes the "Death of the Mall" trade from 10yrs ago which was to go long $AMZN and short $XRT (brick and mortar). ProShares made $CLIX, $EMTY and $ONLN to do trade for you....
Protean Eyes Sweet Spot Between Active and Passive in Global Equities
Swedish boutique Protean Funds will launch a Global Aktiesparfond in late 2026, a low‑cost, actively managed global equity fund positioned between high‑fee active funds and cheap index products. The fund’s management fee is set at less than half the industry...
Cathie Wood's 40% CAGR Promise Turns Negative
In December 2021, Cathie Wood remarked that her flagship fund, with its best-in-class research, could deliver a 40% CAGR over the next five years. As we surpass the 4Y mark, they are hitting a negative 6.5% CAGR.
Microcap Success Demands Independent, Self‑driven Research
Successful microcap investors are always independent minded people. They are used to no analyst coverage, no institutional following, no liquidity - no safety net. They are used to doing their own work and building their own conviction. It's why most...
Home Depot CEO Flags a Disconcerting Lack of Faith in the American Economy: ‘Our Customers Are Telling Us that They’re...
Home Depot reported a 13% drop in Q4 net earnings to $2.6 billion as a stalled housing market curtails home‑improvement spending. CEO Ted Decker said consumers lack confidence, delaying large projects despite low mortgage rates and ongoing price cuts in new...
Holding, Not Trading, Generates Real Investment Returns
Benjamin Graham: “The real money in investing will have to be made not out of buying and selling, but of owning and holding securities.” Takeaway: Compounding rewards commitment. Most investors lose money not because they pick bad stocks — but because they...
Public Bank Posts Record Profit, Highest Dividend Yield
Public Bank. Highest Annual Net Profit •4Q Net Profit RM1.88b, up 2% •Total 2025 RM7.22bn, highest ever. •ROE ~12%, upper league among banks •Div 12 sen, 2025 total 22.5 sen (2024: 21 sen). Record high div payout ~60%. Annual div yield around...
Hillgrove Charts Path to Growth as Copper Production at Kanmantoo Gathers Momentum
Hillgrove Resources reported a strong 2025 turnaround at its Kanmantoo underground copper mine, boosting production to over 11,300 tonnes and lifting revenue 49% to $167.6 million. The company reversed a $14.8 million loss into a modest $100,000 profit and grew cash reserves...
Emerging Markets Outpace US Stocks Since 2024 Peak
🚨Have US stocks PEAKED? The US stocks versus emerging market equities ratio has been falling for the last 15 months, after peaking in November 2024. Over this period, emerging market stocks have returned +48% while the S&P 500 delivered just +15%👇 https://globalmarketsinvestor.beehiiv.com/p/the-us-stock-market-has-peaked
Are the Signs Pointing to Another Nasdaq-100 Correction?
The Nasdaq‑100 is showing a repeat of a historic pattern where the index climbs while fewer components stay above their 200‑day moving average, a signal that preceded >20% corrections in 2021 and 2024. The metric has again slipped, and the...
EQAL: Long-Term Issues Outweigh Recent Outperformance
The Invesco Russell 1000 Equal Weight ETF (EQAL) has outperformed peers IVV and IWB this year thanks to its equal‑weight tilt amid a capital‑rotation environment. However, its longer‑term track record remains weak, having lagged IVV, IWB, RSP, and EQL since 2014....
Liquidity, Not Earnings, Halts Market Rally
What happened to the stock market? The market rally has come to a HALT. Earnings and innovation are not the problem, liquidity is.
Profit in Bull Markets Requires Capital Preservation Mastery
Bull markets will make you a lot of money. But you need to be mature enough to understand capital preservation. Most people lose because they only learn the first half of the game.
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen
The Acquirer’s Multiple® Large‑Cap screen highlights a persistent valuation gap where capital‑intensive cyclicals, commodity‑linked firms, and financials trade at deep discounts despite solid operating income and free‑cash‑flow generation. Energy giants like Equinor and Petrobras, steel producer ArcelorMittal, and banks such...
Uber Aggregates Robotaxis, Offering a Leveraged AV Bet
Uber isn’t building robotaxis. It’s aggregating them. That changes everything. $UBRL may be a leveraged bet on the entire AV ecosystem. Read why: https://t.co/uYTNGDwJMe @willrhind @graniteshares
Country Exposures Keep Outperforming the S&P 500
CHART OF THE DAY: Our Country Exposures Continue To Outperform $SPY Monkeys https://t.co/xvYrId3oap via @hedgeye
Trinity Capital Inc (TRIN) Q4 2025 Earnings Call Transcript
Trinity Industries reported a full‑year EPS of $3.14, a 73% increase driven largely by a $1.5 per‑share gain from a railcar partnership restructuring. Revenue reached $2.2 billion, while the Leasing and Services segment posted a 53% rise in operating profit thanks...
Diageo NA Sales Fall 7% Amid Tequila Competition
Diageo North America 1H FY26 organic net sales down ~7% YoY "Consumer wallet pressure and competitiveness in tequila" https://t.co/BHQJiiv6lk
Airport Terminal Signals Strong Growth for Fairfax India
Check out the airport terminal in the beginning of this video and you’ll understand why I’m bullish Fairfax India https://t.co/KDIukR4iLv
VCR: Vanguard's $6.1 Billion Consumer Discretionary ETF Has Some Major Fundamental Headwinds
Vanguard's Consumer Discretionary ETF (VCR) manages about $6.1 billion across roughly 300 stocks with a low 0.09% expense ratio. Amazon and Tesla now account for roughly 40% of the portfolio, a stark shift from its more diversified past. Recent fundamentals are...
Retail Lithium Investors Should Prioritize Proven Production Assets
Nobody likes to hear it but these are dangerous times for retail #lithium investors that throw money at projects that shouldn’t (and ultimately won’t) be built. Buy quality assets - currently producing or with a clear path to production. Traders?...
Indonesian-Chinese Shift Assets to Singapore, I’d Follow
You can tell that Indonesian-Chinese have moved assets to Singapore the past year. I would have done the same.
Are Factor Strategies Built to Beat the Market
Factor investing—targeting systematic risk premia such as value, momentum, and low‑volatility—has become a cornerstone of many ETF portfolios. Recent data reviewed in the article shows that while certain factor ETFs can outperform the broad market in specific cycles, their edge...
Vin Murria Vehicle Appears Cheap After Cash Strip
#ADVT "ahead of market consensus". 80% Recurring. £96m Cash. ShareScope has fwd p/e 14.7 falling to 14.2 but no Dividend, BEFORE 6% rise today. Strip out cash looks cheap. This is the Vin Murria vehicle. I don't hold.
Copper Price Spikes; Maintain Long CPER Position
Dr. Copper inflates again and we remain long of it in $CPER terms @RPKent $HBM https://t.co/amj1QWvmMl
SCHD's Dividend Growth Engine May Be Entering Its Most Powerful Phase Yet
Schwab U.S. Dividend Equity ETF (SCHD) is entering a phase of accelerated dividend growth, driven by a strategic shift toward higher‑cash‑flow sectors. Recent data shows the fund’s dividend yield hovering around 3.5% and payouts rising double‑digits year over year. A...
Half‑Owned OM2 Trades at 0.1× EV/EB
S foods owns 48% of this 7614.T OM2, what the heck is this thing still doing listed. 0.1x EV/EBTIDA. the decimal is not a mistake. https://t.co/vQ1k9VL2Yk
MicroStrategy Tops Short List, $9.5B Bitcoin Loss
According to Goldman Sachs, shares of MicroStrategy are currently the most shorted among U.S.-listed stocks. Amid the crypto downturn, the company’s unrealized loss on its $BTC holdings has recently exceeded $9,500,000,000. https://t.co/cTdZMYj9A7
Spotify Stock Struggles Continue — Morgan Stanley, Guggenheim, and Others Remain Bullish Despite Target Price Reductions
Spotify’s share price has slipped roughly 33% over the past six months, hovering around $465. Despite the decline, Morgan Stanley and Guggenheim have retained buy ratings, adjusting their price targets to $650 and $600 respectively, which still suggest 30‑35% upside....
Foreigners Still Buying US Assets Despite Dollar Weakness
Foreign stocks are beating US stocks and the dollar is weakening, yet foreigners bought $1.4 trillion in US securities last year. The selling wave everyone is talking about isn't showing up in the data. 🔒 Members-Only https://t.co/yXliX9IMIO
Holding Is an Active Choice, Not Inaction
Buying and selling feel easier than holding because we are wired to believe activity = productivity. Holding is hard because it feels like inaction and complacency. But every day holding is an active decision.
PFFD: Lagging Competitors In A Lagging ETF Category
Global X U.S. Preferred ETF (PFFD) continues to lose asset value and shrink its distribution payouts, despite offering one of the lowest expense ratios in the preferred‑stock ETF space. The fund trails peers on total return, risk‑adjusted performance, and dividend...
Capex Share Rises, Yet Dividends Remain Intact
Companies are spending more of their revenues on capex, and so far, this hasn’t come at the expense of either dividends or buybacks. At the bottom in 2022, companies were spending 5.4% of their revenues on capex, and that has...
Earnings Beats Keep 40‑Month Bull Market Alive
The earnings picture has continuedto provide support for this now 40-month old bull market. With Q4 earnings season soon wrapping up (with 425 companies having reported), 75% have beaten estimates by an average of 773 bps. The dollar estimate has...
Value Cyclicals at Mid-Cycle Earnings, Not Peaks
"Cyclicals should be valued on mid-cycle earnings, not peak performance." Most investors overpay at the top. Don’t be one of them. 📉
Mag 7 Range Holds; Break Below Could Trigger 10% Drop
Whether this benign broadening will continue depends largely on whether the Mag 7 can hold on to its trading range. So far it has, but should support be taken out at the range lows I could easily see another 10%...
Equal‑Weighted S&P 500 Beats Mag 7 Amid Market Dip
The chart below shows that the equal-weighted S&P 500 has outperformed the Mag 7 by 12% over the past 3 months. The last time that happened was in the fall of 2024, and the time before was the spring of...
Bull Market Still Strong, Yet Flattening Into Picks‑and‑Shovels
Another week, another headline bombshell. Such has been the norm during the past year or so. But charts are charts, and there is a lot we can learn from them in order to optimize the signal-to-noise ratio. What do...
Bonds Poised to Surprise in 2026 as Growth Cools
Bonds may be setting up the surprise of 2026. Equities own the narrative. Duration owns the asymmetry. If growth cools, fixed income becomes leadership. Framework here: https://t.co/NWtS4ggYI5 @JDHatfield_ICAP @InfraCap
Dollar Weakness Shifts Next Bull Market Beyond America
The next bull market may not be American. Dollar weakness changes leadership. If the dollar is in a structural bear, global diversification stops being optional. Capital rotates. Narratives lag. Read the full framework: https://t.co/RJWIidZeAI @DynamicAlphaSol
Explore Industry Ranks to Track Stock Rotations
I just posted a tutorial on the new @Deepvue Industry Ranks Feature.| Track rotation, dive deeper to find leading stocks, and see themes as they develop 👇 https://t.co/RtfsckwAaF
US Mega Caps and International Stocks Yield Identical 55% Gains
US mega caps and international stocks... same return since the start of 2024 $XLG $VEU +55% https://t.co/ivvWB6wtEx
Story‑Driven Investors Face DAT Decline, Elevator Demand Rises
🆓 Tuesday links: narrative-loving investors, the end of the DAT boom, and growing demand for elevators. https://t.co/vZ3ezyQCtk chart: https://t.co/tgBy66cSK7 https://t.co/E3cZ7Gtawi
Stay Calm: Markets Build Wealth Over Time
The stock market is a great wealth builder over the long run, as long as you can resist panicking during downturns. https://t.co/o8C03pFJqy
Unexpected $LE Dip, but Solid IRR Outlook Before Q4 Earnings
Surprised to see $LE dip so much the past few days. No news afaict. I'm not allocating more here presently given current size, but seems a solid expected IRR special situation as we approach the 4Q earnings where presumably management...