Key Points Realty Income is one of my largest stock positions, and it is well-positioned to deliver excellent long-term total returns. Prologis is one of the largest real estate owners in the world and has favorable growth tailwinds. Both REITs have excellent financial strength and could deliver market-beating total returns. 10 stocks we like better ...
This system identifies repeatable setups across thousands of stocks, and you can test it yourself. Most investors assume the market is chaotic… unpredictable… impossible to “solve.” But what if that’s not quite true? In today’s Friday Digest takeover, Keith Kaplan, CEO of our corporate affiliate TradeSmith, makes the case that markets behave less like randomness, ...
Ronald Reagan famously quipped that the nine most terrifying words in the English language are: “I’m from the government, and I’m here to help.” The former president’s comment felt especially relevant last week as news broke that the Trump administration was negotiating a $500 million rescue package for Spirit Airlines, in a deal that could ...
Editor’s Note: If you want an edge in this market, you need to look at it differently. The usual approach – following earnings, headlines and analyst calls – only gets you so far. By the time those signals show up, the move is often already underway. That’s why I want to introduce the team at ...
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Let’s take a look at what these Wall Street heavyweights have to ...
For some Palantir Technologies (NASDAQ:) investors, it seems like the thrill is gone as it relates to PLTR. The stock is down about 20% in 2026. But dating back to its 52-week high in November 2025, PLTR is down about 30%. Furthermore, the stock has been trading in a defined range since early February. Even a ...
For the past few weeks, investors have been trapped in a “fog of war.” They’ve been fixated on the headlines, worrying about oil prices, inflation and the implications for future rate cuts. That is understandable. The good news is that the first-quarter earnings season has arrived just in time. Because after weeks of anxiety, rumor ...
Takeaways Equities are no longer broadly based; the entire tape is being driven by one force, AI spend, with everything else orbiting that single gravity well Hyperscaler capex is the fuel line, as long as Microsoft, Amazon, Alphabet and Meta Platforms keep spending aggressively, the AI flywheel remains intact Semiconductors have become the purest expression ...
Key Points Palantir Technologies (NASDAQ: PLTR) soared during most of this artificial intelligence (AI) boom, but one thing prompted caution at certain times, and that’s the stock’s valuation. It skyrocketed, reaching a peak of more than 240x forward earnings estimates last year. So, as investors became increasingly worried about the formation of an AI bubble ...
What history suggests about future returns – and how to stay invested anyway… The S&P is back in record territory… are all the risks gone?… what one valuation metric says about forward returns… how to remain in the market despite valuation risk… next week’s event with TradeSmith CEO Keith Kaplan As I write on Thursday, ...
