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%.
Navigating the Unusual Twist in S&P 500 Factor Correlation
The S&P 500 is witnessing an atypical factor split in early 2026, with both high‑beta momentum (SPMO) and low‑volatility (SPLV) ETFs outperforming the broad benchmark. The momentum outperformance is driven by an AI‑focused earnings boom that has turned the index itself into a high‑beta proxy. Meanwhile, SPLV benefits from the Federal Reserve’s rate‑pause, prompting investors to seek defensive exposure amid rising recession concerns. This creates a barbell market where the middle of the index lags, making extreme factor bets the most attractive option.
High‑Momentum Tech Overvalued, Risky If Market Weakens
Tech momentum is stretched. If macro weakens or earnings disappoint, crowded high-momentum tech could unwind quickly. This chart shows the performance and valuation of a high-minus-low (H–L) momentum factor within Russell 1000 Tech. Top Panel: H–L Momentum = Long Q1 (top momentum...
IRDM Dominates the Global LEO Satellite Market
$IRDM continuing off that strong base. These guys are the only global low earth orbit (LEO) satellite company. Big name in the space race.
Spirit Airlines Is Betting on This Air-Travel Trend as It Prepares to Emerge From Bankruptcy
Spirit Airlines announced a deal with creditors that will allow it to exit Chapter 11 bankruptcy by late spring or early summer 2026. The restructuring will shrink the carrier’s balance sheet, cutting debt from $7.4 billion to about $2.1 billion, and will trim...
Yield Curve Shifts From 2023 Inversion to 2025 Flattening
Chart shows the shape and evolution of the yield curve (3-Month Treasury yields (blue) and 10-Year Treasury yields (red)) from Feb 2023 to Feb 2026. It's been a wild ride from the extreme inversion in 2023 to normalization beginning Q4 2025....
IYC: Now's Not The Time To Buy U.S. Consumer Discretionary Stocks
The iShares US Consumer Discretionary ETF (IYC) is a 26‑year‑old fund with a 0.38% expense ratio and $1.4 billion in assets. Historically it outperformed when earnings growth exceeded the market, but today its components show declining growth, weak earnings surprises, and...
The Late-Stage Bull Market Is a Buying Opportunity for Tech
Tech stocks have slipped as the NASDAQ fell 5% from its October peak, leaving the sector lagging the S&P 500. Analysts argue this reflects a late‑stage bull‑market phase rather than a cycle end, pointing to oversold conditions in names like Adobe,...
Boring Is Beautiful: Why Johnson & Johnson Is Beating the Tech Sector
Johnson & Johnson (JNJ) is outperforming the broader market, climbing roughly 14% in the last 30 days and trading near its all‑time high of $245. The health‑care giant boasts a 64‑year streak of dividend growth, a low beta of 0.35,...
Bitcoin ETF Flows up $55B, Still #5 Overall
Yes, altho if you look at flows since Jan 2024 it STILL ranks #5 overall (only superhuman Vgrd ETFs did more), even after all this destruction. All told bitcoin ETF flows are still net net +$55b altho you'll be hard-pressed...
James Choi of Yale Investment Formula Says You Need More Stocks
James Choi, a Yale finance professor, introduced a formula that tailors asset allocation to age, income, savings, and risk tolerance. The Wall Street Journal highlighted that the model often recommends a more aggressive, stock‑heavy mix than conventional rules such as...
ETF Inflows Hit $304B, Doubling Record Pace
ETF inflows up to $304b YTD, which is DOUBLE the all-time record pace from last year. $VOO at $30b, also ahead of its record pace by 6b while Vanguard as whole is already at $100b, a $3b/day pace, and double...
Schaeffler India Announces Rs 35/Share Dividend. Check Payment Date, Dividend Yield
Schaeffler India announced a Rs 35 per share dividend for FY 25, payable within 30 days of its AGM on 30 April 2026. The company posted a 36% jump in Q4 net profit to Rs 322 crore and revenue rose 28% YoY to Rs 2,724 crore. Profit after...
Is Your ETF Habit Hiding a Systemic Risk?
Passive and thematic ETFs are funneling large inflows into market‑cap‑weighted indices, disproportionately boosting the biggest and most volatile stocks and creating a systemic risk that may outpace liquidity. In Canada, strategist Michael Green warns that this distortion decouples prices from...
Tesla’s P/E Is Near a 5-Year High—Buy Signal or Panic Signal?
Tesla’s price‑to‑earnings ratio has climbed to roughly 380, the highest since 2021, even as the stock slipped about 20% from its December peak. The surge in valuation stems more from last year’s rally and a strategic shift toward AI and...
Stick to Your Process, Not the Market Noise
i'd like to think i've learned a lot about investing over the years... there were times that i was very discouraged as profits disappeared and/or losses grew... it happens so fast... there've been times of great excitement & enthusiasm, which have coincided...
S&P and NYSE Median Stocks Outpace Nasdaq Median
The median stock in the S&P500 Index is up 6.7% so far in 2026. The median stock on the NYSE (> $300M Market-cap) is up 6.3% YTD. Meanwhile, the median stock in the Nasdaq100 Index is up 1.3%, while the...
Archer Aviation: The Billion-Dollar Battleground
Archer Aviation’s shares swung from a near‑$9 rally in January to about $6.93 by late February, a 20% drop driven by short‑seller allegations of certification delays. The decline was cushioned by BlackRock’s increased passive stake to 8.1% and a strategic...
Hegseth Threatens to Label Anthropic a Supply-Chain Risk
There's a word for this. Starts with an F. "Hegseth said he could label [Anthropic] a supply-chain risk, a move typically reserved for companies linked to adversaries, or invoke the Defense Production Act to force the company to work with the...
Big‑Ticket Sales Rise 1.3% Amid Discretionary Weakness
$HD Big Ticket ($1,000+) Transaction Comps "Big ticket comp transactions were +1.3%... We were pleased with the performance we saw in categories such as power, plumbing and electrical. However, larger discretionary projects remain under pressure." https://t.co/m5NwpVXZPR
Microsoft Is Sliding—An Insider Buy and Oversold Signals Are Changing the Setup
Microsoft shares have fallen roughly 20% year‑to‑date as investors worry about the company’s massive AI‑focused capital expenditures. The tech giant spent $37.5 billion on AI‑centric data centers in Q2 FY 2026, while also maintaining a strong free‑cash‑flow position. Insider activity surfaced when...
UTG Dividend Yield Slips to 7.6% After Sharp Drop
After the big drop today, ShareScope now showing fwd Dividend Yield 7.7% FALLING to 7.6% for #UTG
Ritholtz Launches First Trend-Following ETF: A Watchlist Pick
Interesting… Ritholtz filing for first ETF. Trend following strategy. I like the Goaltending name/concept (a la Granny Shots another bball metaphor). Ben and Mike are the PMs. One to watch.
WisdomTree Launches India ETF in Europe: EPI
WisdomTree has launched the WisdomTree India Earnings UCITS ETF (EPI), an earnings‑weighted fund tracking the proprietary WisdomTree India Earnings Index with a 0.55% total expense ratio. The ETF debuted on Xetra, Borsa Italiana and SIX, and will add a London...
Leveraged ETFs Fees Rising, Unaffected by Vanguard Effect
Leveraged ETFs: The Last Stronghold of the 1% Fee.. check out how the asset-weighted avg fee of 2x ETFs is actually going UP. Only category totally immune from Vanguard Effect, which explains the $1b in ann revenue and the torrent...
Macro Data Flaws, Bots Favor Bad News, Calendar Strategies
🔬 Research links: the problem with macro data, why bots love bad news, and how to use calendar-based strategies. https://t.co/gUmyuaWsPO chart: https://t.co/9NGWAEXTU1 https://t.co/QufnB6WSHu
Bill Ackman’s Big Pivot: Why Pershing Square Bet $2 Billion on Meta—And Walked Away From Hilton:
Bill Ackman's Pershing Square disclosed a roughly $2 billion, 10%‑of‑capital stake in Meta Platforms while exiting its long‑held investment in Hilton Worldwide. The move reflects a shift from a fully priced, mature hotel compounder to what Ackman sees as undervalued AI‑enabled...
Mag 7 Forward P/S Ratio Returns to 2021 Peak
Mag 7 forward price/sales ratio now back to the 2021 peak of ~7.1. * 2013–2020 average ≈ ~3.8–4.2x * Including bubble years (2020–2021 + 2024–2025) average ≈ ~4.5x https://t.co/AfvDJpv0iW
Weekly Sector Ratio Grids Reveal Top GIC Performers
a weekly glance at my @Optuma sector ratio grids which compare the performance of each of the 11 GICs sectors against the others... #SectorWatch left: 3-month % change right: 1-month % change https://t.co/JSBqVZnPwL
Mario Gabelli: Value Investing Ideas for 2026
Mario Gabelli highlighted at the Barron’s Roundtable 2026 that value investors should target mispriced experiential assets such as media, sports franchises, and entertainment companies. He cited Madison Square Garden Sports as trading at roughly half its calculated intrinsic value and...
Pullbacks Signal Buying Chance Before 5% S&P Drop
“Markets are at a tactical–fundamental crossroads. Historically these conflicting signals precede >5% S&P 500 drawdowns. Pullbacks are opportunities to add thematic exposure. A clearer equity “index” upturn should follow once policy catalysts materialise lower mortgage rates via falling UST yields,...
Long‑horizon Investing Can Generate Its Own Alpha
For decades, long-term investing has been treated as a vague virtue rather than a distinct source of returns. Turns out long-horizon thinking may actually translate into its own source of alpha. by @ebasilico https://t.co/wIUJpxYujR https://t.co/d3aF2IAeAT
Top Superinvestors Are Buying Linde Plc (LIN)
Recent 13F filings show several top hedge funds and institutional managers expanding their stakes in Linde plc, underscoring confidence in the industrial gases leader. AQR Capital more than doubled its holding to roughly 430,000 shares, while Point72 and Gotham also...
Boomers Command 45% Spending, 74% Wealth—Shaping Markets
Americans 55 & older now control: 45% of consumer spending 74% of the wealth What does this mean for the next generation, the housing market or the stock market? Some thoughts: https://t.co/tnQSK0khDB https://t.co/7BBPkFGnml
Leverage Could Shift Infrastructure Leadership Amid Stable Rates
Infrastructure may be the most crowded “safe” trade in markets. Consensus says utilities lag in a growth cycle. Leverage flips that narrative. If rates stabilize, leadership may rotate where few are looking. Read: https://t.co/GYU4HseCXx
Tuesday's Big Stock Stories: What’s Likely to Move the Market in the Next Trading Session
The market’s next move hinges on several key catalysts slated for Tuesday. Home Depot will release its quarterly earnings, while Amer Sports reports its results, both after notable three‑month price gains. Consumer confidence data, expected at 86.8, and an Apple...
Unpredictable Trades, Not Routine Patterns, Drive Outperformance
“…its limits may be more revealing than its success. The trades the system failed to anticipate — roughly 29% — were, on average, more closely associated with outperformance. In other words, the activity that falls outside routine, detectable investment patterns...
SPAC IPO of $
I hadn't realized that $OWL came public via SPAC. It's now right back to its original price. Turns out it was all priced in. EMH undefeated https://t.co/Q6eyG9hYLM
Mosaic Co (MOS) Q4 2025 Earnings Call Transcript
Masco Corp reported fourth‑quarter 2025 results with net sales down 2% and operating profit of $259 million, yielding a 14.4% margin. The plumbing segment posted a 3% sales increase and a 16.3% margin, while the Decorative Architectural segment fell 15% with...
AI Trade Rotates: Data and Distribution Lead Next Phase
The AI trade isn’t peaking. It’s rotating. Leadership is shifting from chips to control of data + distribution. Most will chase yesterday’s winners. The next phase is structural. Read before consensus catches up: https://t.co/PmCr4t3wZc @ckaiwu @Mela_Schaffer
Market Fueled by Doomers and Boomers, Says Nomura
Charlie McElligott at Nomura says that the market is being driven by 'Doomers and Boomers' https://t.co/PbuzHGo8VF
Apple Becomes Modern Two‑Year Note, Rallies on Risk‑Off
Pretty cool that $AAPL has become the two year note of the modern age. Risk off equals appl rally.
Consumer Staples Outvalue Netflix on Forward P/E
Forward P/E Ratios... Colgate $CL: 23.4x Proctor & Gamble $PG: 22.5x Netflix $NFLX: 19.9x 🤔 https://t.co/3B4ig8yjTW
Avoid the Rotation Trade: Dow Signals Reversal
It is a Big Trap - Avoid the Rotation trade The rotation trade is making the rounds on social media, but this trend is based on what worked in 2025 and might not work in 2026. Dow theory suggests it...
Apple’s 2026 Lead Threatened by Priced‑In Expectations
Everyone assumes Apple’s lead is secure. But 2026 may test that narrative. Leadership isn’t about new products. It’s about what’s already priced in. Expectations are the real risk. Read closely: https://t.co/L377mvJehE @willrhind @graniteshares
Winning Stock Picking Means Knowing When to Sell
Successful stock picking isn’t just picking winners. It also means picking out the losers in your portfolio. The greatest advantage in public markets is “You can sell”. But you must know when to sell. https://t.co/iL6AHqtOyR
Core PCE Goods Over 2% Inflation Trending Upward
The number of core goods in the PCE basket with >2% inflation is clearly on the rise https://t.co/zfnw5c3Qnr
National Bank of Canada Cuts MSTR Stake by Half
National Bank of Canada just sold 1.04M MSTR shares valued at $127.8M. Now holds 1M shares worth $122.7M. https://t.co/w8ishlNKSE
TPX Raises Guidance, Still Cheap Yet Unheld
#TPX raised Guidance and says has momentum. ShareScope showing fwd p/e 9.3 falling to 7.9; could be cheap still. I don't hold.
BTG Meets Expectations, Dividend up, but I Stay Out
#BTG (used to be #BEG ) "in line with expectations". "Challenging" backdrop helping them. ShareScope has fwd p/e 10.8 falling to 10.2 with fwd Divvy 3.8% rising to 4%; lot to like. I don't hold.
AI Boom Keeps Payroll Flat, Cuts Original Workers
The software industry's payroll has been flat since ChatGPT launched. The AI productivity boom may be eliminating the workers who created it first. 🔒 Members-Only https://t.co/xRx5vLZILo