At his May 3–4, 2026 shareholder meeting in Omaha, Warren Buffett described modern financial markets as a “church with a casino attached”, a characterization that landed with more analytical precision than philosophical flourish. With the holding nearr 4.3% and speculative trading in zero-day options and leveraged ETFs reaching record volumes, the cost of owning hype ...
The Mag 7 just committed $725 billion to AI. Here’s where the downstream money flows… and which stocks are still undervalued. Somewhere around 1910, a self-taught geologist named Patillo Higgins lost almost everything betting on oil near Beaumont, Texas. The locals thought he was nothing more than a crank using shoddy drilling equipment to extract ...
Shares of aerospace and defense giant took a heavy hit following the release of its Q1 2026 earnings report on April 23, extending a sharp pullback that has now seen the stock fall as much as 27% since early March highs. That makes the setup especially important heading into the new trading week, as investors ...
Key Points With so much video content available, subscription streaming services need to find ways to stand out from rival platforms if they want to attract and retain paying customers. That’s harder than it sounds, but there are a few sources of unique content available that more streamers are tapping into. For Netflix (NASDAQ: NFLX) ...
The same mistakes that crushed dot-com portfolios are happening again. Hello, Reader. One of the main keys to being a smart investor is to avoid staying comfortable and instead adapt to shifting currents – a principle that’s especially relevant in today’s market. If you don’t believe me, listen to Bob Dylan: You better start swimmin’ ...
Initially, I thought my prediction of 20% EPS growth in Q1 might have been a little too optimistic. As it turns it, it wasn’t nearly optimistic enough. With about 2/3rd’s of companies having reported Q1 results now, the EPS growth rate has soared to an impressive 27.8%. And we still have bellwether companies like Nvidia ...
Don’t Let This Common Mistake Hurt Your Portfolio The data seemed clear – but that doesn’t mean the conclusions were. During World War II, U.S. military analysts examined bombers that had safely returned from missions over Europe. They mapped every bullet hole across the aircraft and quickly found that patterns emerged. The wings and fuselage ...
Ford Motor Company F reported first-quarter 2026 adjusted earnings per share of 66 cents, which beat the Zacks Consensus Estimate of 20 cents by 232.3%. The bottom line increased from 14 cents in the prior-year quarter. F’s total automotive revenues rose 6.4% year over year to $39.82 billion, which surpassed the Zacks Consensus Estimate of ...
The above chart from LSEG’s, “This Week in Earnings” shows the progression in both sector and EPS growth since Jan 1, ’26. Source: LSEG The energy sector EPS estimate – as of May 1 ’26 – has understandably rocketed higher, at +46.1%, and is now equal to the tech sector’s +46.2%. Maybe Even More Interesting ...
The hidden math working against everyday traders. Wall Street is very good at giving traders exactly what they think they want—and charging them for what they don’t understand. Leveraged ETFs can make you feel like you’ve found a shortcut. But the problem with shortcuts is that if they really worked as easily as advertised, they ...
