Caution Ahead: Credit Markets Flash Yellow
As AI enters its mania stage, my focus is on deteriorating credit and debt markets and rising yields.
Of All Post-Earnings Worries, This One Keeps Me Up at Night
Fighting with Iran and threats the conflict could spread concern me. Another worry is Japan’s bond yields. But neither bother me as much as this.
With Doubts About Hyperscale Investment, Here Are 2 AI Plays I Like
As hyperscalers make the biggest infrastructure wager in history, there are two AI-related bets I believe in.
Home Builders Stocks Will Be a Value Buy but Haven’t Hit Bottom Yet
The sector still has some headwinds to contend with.
Expect Housing Sector to Sink Further in Coming Quarters
Here’s why I’m expecting the housing market won’t recover any time soon.
An Attractive Bet on an Ugly Duckling
Here is how I took a small stake in a name with ‘a lot of warts.’
Once These Biotech Stocks Settle Down, I’m All Over Them
As second-quarter earnings powers the market higher, I’m waiting for a chance to add to these two stocks.
I See Two Very Different Opportunities in This Overbought Market
I’m getting into a legacy technology stock and an up-and-coming biopharma. Here’s why.
Wall Street Looks a Bit Too Much Like Las Vegas for My Taste
The wild AI trade and crazy moves in the semiconductors — along with the action in the credit markets — make me ask, is this investing or gambling?
Our Option Strategy for a Grocery Chain on The Right Side of the K-Shaped Economy
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