Articles for author: Russ Cohen

Core & Main and the Infrastructure Argument No One Is Making Loudly

The Argument No One Is Making Loudly Sixteen consecutive years of positive sales growth is not an accident. It is not a function of a particularly benign cycle, a one-time acquisition, or a favorable macro that lifted every boat. It is what happens when a business owns a critical chokepoint in a $44 billion market, ...

May 21, 2026

This Fund Starts With a 24.6% Dividend: It’s Downhill From There

Closed-end funds (CEFs) yield around 8% today—and that’s on average. Plenty yield more—and deliver their payouts safely, predictably and often monthly, too. Members of my CEF Insider service know this. As I write this, our portfolio yields a high 8.8% on average, even as many of our funds’ prices have risen with this year’s strong ...

May 21, 2026

Why Intel Stock Climbed Today

Key Points Shares of Intel (NASDAQ: INTC) rose on Tuesday, following bullish analyst commentary. By the close of trading, Intel’s stock price was up more than 3% after rising as much as 7% earlier in the day. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best ...

May 21, 2026

Russell 2000: Buyers Defend Support on Higher Volume Accumulation

After a couple of weeks of selling, buyers decided to step in and reverse the near-term trend. Buying volume stepped up in confirmed accumulation. It was a good trade for those who took advantage, and it’s increasingly looking like new trading ranges will come out of this. The () had a support level to work ...

May 21, 2026

Billionaire Philippe Laffont Dumped AI Titan Nvidia for the 11th Time in 12 Quarters. What Does He Know That Wall Street Doesn't?

Key Points Quarterly-filed Form 13Fs allow investors to track which stocks Wall Street’s savviest investors have been buying and selling. Billionaire Philippe Laffont has been a persistent seller of Nvidia stock, dumping more than 43 million split-adjusted shares since March 31, 2023. Though profit-taking likely explains some of this selling, other headwinds look to be ...

May 20, 2026

Spruce Power Incurs Q1 Loss, Narrows Y/Y Due to Cost Cuts

Shares of Spruce Power Holding Corporation SPRU have declined 10% since the company reported earnings for the quarter ended March 31, 2026, compared with the S&P 500 index’s 0.2% growth over the same period. Over the past month, the stock has declined 31.1%, significantly underperforming the S&P 500’s 5.6% growth. Spruce Power incurred a first-quarter ...

May 20, 2026

The End of the Bull Market Is Nigh

Listen to the audio version of this article (generated by AI). Michael Burry’s crash warning … the one macro risk that actually matters … why the earnings data tells a different story… where Louis Navellier and Luke Lango are investing today Michael Burry has a message for investors who’ve been riding this bull market… The ...

May 20, 2026

USA Rare Earth’s Cash War Chest Offsets Its Early-Stage Losses

is looking to fill a hole in the market born out of geopolitical uncertainty. Along with mining companies like , USA Rare Earth is aiding the United States in loosening China’s chokehold on rare earth elements (REEs). China controls the majority of the world’s REE mines, and 94% of permanent magnet production—the vital end product ...

May 20, 2026