Know What's Happening in Stock Investing
Know What's Happening in Stock Investing
Seven S&P 500 Dividend Leaders Poised for 32% Gain by Next Year
Seeking Alpha recommends adding seven dividend‑heavy S&P 500 stocks—VICI, Verizon, Benson Hill, Ford, Host Hotels, AT&T, KeyCorp and RF Industries—to portfolios in April 2026. Analysts project an average 32.58% net return by April 2027, albeit with volatility about 5% higher than the broader market. Expected upside ranges from 25.96% to 44.73% according to their forecasts.
Harvest Portfolios launched two premium‑yield ETFs—HPYB, anchored on Canadian banks, and HPYE, a globally diversified large‑cap fund—that combine core equity positions with active covered‑call and put‑selling overlays and moderate leverage. Both aim to generate high, tax‑efficient income through semi‑monthly distributions while tempering equity risk across diverse market cycles. By harvesting option premiums, the funds can produce returns even when markets are flat or declining, positioning them as income‑focused building blocks rather than pure yield substitutes. The launch follows a 2025 surge in Canadian bank stocks, which rose roughly 40 % year‑over‑year.
Agree, Citrini got a massive debate going and increased subs, but. $IGV, $QQQ up big in past two days. And ETF flows are pouring into US equity ETFs (as usual). It only reinforces my view that doomerism is what sells...
Peter Lynch: “The key to making money in stocks is not to get scared out of them.” Takeaway: Staying invested beats reacting emotionally. Most investors don’t fail because they’re wrong — they fail because they panic. 📉
Large U.S. corporations are abandoning the term “pilot” for AI projects, signaling a move from small‑scale tests toward deployments that deliver measurable value. A MIT study that found 95% of AI pilots failed to generate financial impact, combined with a...
Wall Street analysts project the S&P 500 will close 2026 near 7,650 points, delivering roughly a 12% annual return. That outpaces the index’s 30‑year historical average of 8.1% and the 20‑year average, though it trails the 10‑year pace. The median forecast...
In this episode, Tobias Carlisle and Jake Taylor interview Jonathan Tepper, founder of Previt Capital and author of *The Myth of Capitalism*. Tepper explains his investment approach—buying high‑quality, dominant companies at a discount to intrinsic value—and illustrates it with the...
Emkay Global has turned marginally overweight on the Indian IT sector after an AI‑driven sell‑off made valuations appear attractive. The brokerage cites price‑to‑earnings multiples of 14‑18× and free‑cash‑flow yields of 4‑6% as evidence of value. It projects a potential total...
Amazon has become the most‑owned stock in hedge‑fund portfolios, overtaking Microsoft and Nvidia. The shift reflects Amazon’s transition from a high‑growth, low‑margin e‑commerce model to a cash‑flow‑generating infrastructure platform spanning cloud, logistics and AI. Over the past two years the...
Semper Augustus Investments Group released Chris Bloomstran’s 2025 Annual Letter, warning that a trillion‑dollar AI and datacenter arms race is reshaping capital allocation. Bloomstran challenges the notion that S&P 500 investors can still expect historic Ibbotson returns over the next...
The Goldman Sachs list of AI winners & losers: Supposed winners: - Cloudflare - CrowdStrike - Palo Alto Networks - Oracle - Microsoft - Amazon - Alphabet - Nvidia - TSMC - Micron - Arista Networks - Palantir - Zoom - Vertiv - Eaton - NextEra Energy Supposed losers: - https://t.co/yZK0mvfWhp - Salesforce - DocuSign - Accenture - Duolingo - Workday - SAP - Atlassian - UiPath -...
LLM-driven AI tools are much better with words than with math... at what point is the time to back-check the output calculations more time-consuming than just using established software providers for key investment research and financial planning functions? "Mass market AI...
Geopolitical tensions between the United States and Iran have added a sizable risk premium to oil, pushing Brent into the low‑70s and sparking forecasts of $100 per barrel if conflict escalates. The surge has lifted the STOXX Europe 600 Oil...
Nasdaq is contorting its own index rules to court the IPOs of SpaceX et al, and @thekrazykobra brings the 🔥 https://t.co/ExpsatLZ6h https://t.co/VjWaHmMJYd
Our 300th episode of Stock Club has dropped. Mike and I review the 13 stock portfolio from an early show 7 years ago (it has one 24 bagger in it) — and we each pitch three to buy now and...
Papa John’s reported a 1% drop in global system‑wide sales for Q4 2025, with North America comparable sales falling 5% while international markets rose 6%, led by a 7% gain in the UK. Total revenue slipped 6% to $498 million and...
The PHLX Semiconductor index: ASML, TSMC, Texas Instruments, AMD, Nvidia, NXP, Qorvo, Qualcomm, Applied Materials, Broadcom etc. More than a ten-bagger in the past decade https://t.co/P0OKb3JVYf
Seems to me that the biggest improvements have been in firms: - Shamed into increasing their P/B to 1.0x - Targeted by shareholder activists like Oasis - Already had the right mindset, eg Hitachi / Itochu - Illusory improvement from the weak yen https://t.co/KxTgEB3c9O https://t.co/DoX7UvP2gs
KBR reported a solid fourth‑quarter 2020, highlighting a 20% increase in government and technology backlog and a 15% rise in adjusted EBITDA. The company emphasized its transition to Sustainable Technology Solutions, targeting over $1 billion in revenue and mid‑teens margins for...
Software stocks are cratering on fears AI will destroy their business. Yet job postings for software engineers are up 11% year over year. 🔒 Members-Only https://t.co/7PaTI6jR9W
$SNOW revenue, RPO and guidance came in ahead of consensus and the WSJ headline says company benefiting from AI adoption. This is the point we've been making for several weeks... some infrastructure software businesses are beneficiaries of AI. https://t.co/dX1lJsYfye
EnPro Industries reported a strong fourth‑quarter 2025, with revenue climbing 14.3% to $295.4 million and adjusted EBITDA rising 19.2% to $69.4 million, delivering adjusted diluted EPS of $1.99, up nearly 27%. Both Sealing Technologies and Advanced Surface Technologies posted double‑digit sales growth,...
I think reading through Jim Grant's old books with snippets from his newsletter is great market education. You'll get perspective on the current market environment.
Guy Spier announced he is returning outside capital, citing health concerns rather than performance or market timing. He frames the decision as a fiduciary duty to treat investors’ money with utmost seriousness. The letter underscores liquidity discipline, a preference for...
Maverick Capital reported a $9.3 billion equity portfolio, with the top ten holdings accounting for roughly 44% of assets. The fund’s biggest positions are concentrated in AI infrastructure and semiconductor leaders such as Nvidia, Microsoft, Amazon, TSMC and Applied Materials. At...
The Mag-7 used to trade at a 100% premium over the rest of the S&P. It's now collapsed to a 10-year low. Do you realize what's happening?
Steve Madden announced it will not issue profit guidance for 2026 after the U.S. Supreme Court invalidated President Trump’s emergency‑powers tariffs. The ruling introduced significant uncertainty around trade costs, prompting CEO Edward Rosenfeld to postpone the company’s full financial forecast....
The WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) has surged roughly 42% since the start of 2026, reflecting a broader rally in gold prices. The World Gold Council attributes the rally to heightened geopolitical risk and the prospect of rising...
This is an extreme spike in the SONAR Truckload Rejection Index – Flatbed (STRIF.USA) from 2018–2026. A 40% rejection rate means: * Strong industrial throughput * Tight labor + equipment capacity * Improving pricing power in physical economy * Early/mid expansion phase dynamics It usually leads: *...
TJX Companies posted an 8.5% revenue jump to $17.7 billion and EPS of $1.58, both beating analyst forecasts. Same‑store sales rose 5% year‑over‑year, outpacing the 3.7% consensus, with all four operating segments delivering growth. The strong quarter prompted analysts to lift...
Oil peaked in 2008 at $140 and has fallen sideways since to ~$65 today. In hard-money gold terms, 1 ounce buys 100 barrels of oil. Oil has been deflating for decades. The only time it was cheaper was 2020 when...
Investors are eyeing a rapidly expanding U.S. cannabis market projected at $47 billion in 2026, with 24 states legalizing recreational use and 42 permitting medical consumption. A pivotal regulatory change—Executive Order 14370—re‑classified marijuana to Schedule III in late 2025, removing the 280E...
One way to visualize the global earnings convergence is by showing earnings estimates for the different regions on a log scale. All estimates are rising but EM estimates are rising the fastest. Shown another way, EM estimates are now rising at...
Jack Bogle’s investing wisdom still holds true: when you lower your stock allocation and raise bonds, someone else is doing the opposite. That’s how market equilibrium works. Understanding asset allocation, the 60/40 portfolio, and index investing is key to long-term...
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...
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...
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...
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...
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...
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....
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.
Small caps just hit record highs. While everyone chases mega-cap AI, leadership may already be rotating. That’s not a squeeze. It’s a signal. @JDHatfield_ICAP @InfraCap explain why it matters: https://t.co/11ZhJg1jL3
On Q1 FY27 guidance, NVIDIA TTM revenues of ~$250 billion. Three years ago (in Q1 FY24), TTM revenues were $25.9 billion. https://t.co/n7nDwriJvG
The top 10 largest stocks in the S&P 500 are 50% more volatile than the S&P 500 itself right now. Important for risk... but more important for alpha right now. https://t.co/yqBR2QU8nK
Similar to the November lows, when they all start saying the word Hindenburg often, you know we are close to lows. We've seen 225 Hindenburg Omens since 1970 and if you look closely you'll see the great majority of them...
Just keeps going $FORM Seeing this Co-Packaged Optics discussed across a bunch of big winners this year https://t.co/sosRLrP3tq
Despite Large-cap Technology stocks down over the past 4-5 months, both the Mid-cap Tech and Small-cap Tech indexes keep hitting new all-time highs this week. https://t.co/X2wjg3v8Qp
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.
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
CHART OF THE DAY: Our Country Exposures Continue To Outperform $SPY Monkeys https://t.co/xvYrId3oap via @hedgeye
Diageo North America 1H FY26 organic net sales down ~7% YoY "Consumer wallet pressure and competitiveness in tequila" https://t.co/BHQJiiv6lk
