Archive

'Productive' Assets Are Stealing the Spotlight

The market for fine art is still alive... But from an investment standpoint, it's a dead end...

Start Planning for the 'Student-Loan Apocalypse'

Student-loan repayments may be what finally knocks folks off balance...

This $9 Billion Deal Is Ending in a Fire Sale

This company's failed acquisition has become an anchor around its neck...

• DLTR

A New Tailwind Is Powering America's Chip Race

Investors may be overlooking massive upside potential in one part of the U.S. semiconductor market...

• AMAT
• INTC
• TSM

Welcome to the U.S. Shipyard Revival

Trump's new policy marks a lasting structural change for this "stagnant" industry...

• GD

Ignore This 'Lazy' Small-Cap Narrative

The Russell 2000 doesn't move in lockstep with economic reality...

• IWM

D.C. Just Redrew the Solar Map

This new policy penalizes competitors... while reinforcing one company's business model.

• FSLR

This Tech Legacy Is Getting a Boost From AI

Despite its elite status, this company may be one of the most undervalued large-cap names...

• NVO
• SAP.DE

Consulting's AI Reboot Is Underway

This technology is creating a real competitive advantage...

• FCN

Valuations Are Falling… But Momentum Still Rules

Folks, valuations or sentiment alone cannot stop a bull market...