Blog

Russ Cohen

Don’t Let These 3 AI Investing Mistakes Destroy Your Gains

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’ ...

Russ Cohen

Earnings Soar While the Economy Heats Up

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 ...

Russ Cohen

One Stock to Cut Through the AI Noise

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 ...

Russ Cohen

Ford Beats Q1 Earnings Estimates, Raises Full-Year EBIT Guidance

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 ...

Russ Cohen

Stop Trading These 10 Leveraged ETFs Built to Lose

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 ...

Russ Cohen

AVEM, BABA, IBN, AU: ETF Inflow Alert

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Avantis Emerging Markets Equity ETF (Symbol: AVEM) where we have detected an approximate $299.2 million dollar inflow — that’s a 1.3% increase week over week in outstanding units (from 254,600,000 to 258,000,000). Among the largest ...

Russ Cohen

MaxLinear’s Explosive 200% Rally Looks Impressive—But Can It Last?

Don’t worry, Joe DiMaggio, your 56-game hitting streak is safe. The iShares Semiconductor ETF (NASDAQ: SOXX) had its own hitting streak end at 18 straight days, gaining more than 30% over the period. The SOXX fund holds 30 of the largest semiconductor companies, and its recent rally illustrates the semiconductor industry’s recent surge. Beyond the ...

Russ Cohen

Today’s AI Giants Could Be Tomorrow’s Disappointments

Editor’s Note: I’ve been telling my readers that the AI boom is entering a new phase – not a collapse, but a reshuffling. Because from here, it won’t be about whether AI wins… it’ll be about who wins.And that’s where I think a lot of investors are exposed right now. Many are still concentrated in ...