We should avoid REITs right now because the Fed talks tough about raising rates. Or we should buy REITs right now because the Fed’s worries are overblown. Which is true? Well, it depends. Let’s talk about our beloved real estate investment trusts, or REITs, which we favor as retirement-focused investors. REITs must dish most of ...
The finished the day flat, largely due to the rotation in the market between mega-cap names and the semis. The market is finally waking up to the idea that what is good for the semis may be bad for the mega-cap names. We already knew that for a handful of software players, but Thursday’s news ...
In our June 9 update on the semiconductor index (), we found, using the Elliott Wave Principle (EWP), that “With the red Wave-iii complete and exceeding the 161.80% level at $13,336 by 662p, we can now expect the red W-iv, which often targets the (blue) 100.0%, to stall ~662p north of it ($9,523 + $662 ...
Dividend stocks offer defensive income opportunities as markets remain expensive and uncertain. Long-term dividend investing requires focusing on quality, sustainability, and consistent payout growth. The analysis highlights seven US dividend stocks with attractive long-term investment potential. While the first Fed meeting chaired by Kevin Warsh ended with interest rates unchanged at 3.50% to 3.75% for ...
Listen to the audio version of this article (generated by AI). Micron earnings shatter records… PCE inflation hits 4.1%… but what about the inflation number Warsh is watching?… are we only in the 3rd inning of AI? As I write on Thursday, Micron (MU) is up 14% after the memory chip giant reported blowout earnings ...
is not out of the weeds, with its revenue contracting, orders and backlog declining, and margins under pressure, but these forces are already priced into its stock. Housing market woes, inflation, and high interest rates are no secret. The market has had ample opportunity to adjust to the reality that interest rates will remain elevated ...
The most profitable AI applications aren’t chatbots – and the stocks benefiting from them are hiding in plain sight. Listen to the audio version of this article (generated by AI). Editor’s Note: On Tuesday, we looked at how AI is making the oil and gas industry more efficient with Joe Austin. Today, we’re looking at ...
Traders who dumped shares after its $1.9 billion deal to buy German magnet maker Vacuumschmelze are missing a major shift. The immediate share price pullback reflects short-term dilution anxiety rather than long-term asset value. By acquiring Vacuumschmelze, Energy Fuels is pursuing a vertical integration strategy to secure a domestic mine-to-magnet supply chain. The broader industrial ...
Memory’s biggest name just delivered the cleanest quarter of its life, and the most interesting thing about it is that the stock isn’t sure what to do with it. Micron (NASDAQ:) closed out fiscal Q3 with revenue of $41.5 billion, up 346% on the year, a fifth straight record. Gross margin came in at 84.9%, ...
Every now and then, something happens that shines a light on the value of our favorite income investments—our 8%+ paying closed-end funds (CEFs). These stout income plays are so valuable, in fact, that some activists are willing to go all the way to the Supreme Court to gain more influence over them. Let me explain. ...
