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Mag 7 Or 'Lag 7?' A Quant Review
Seven companies remain leaders in their respective industries. But their elevated valuations and moderating growth metrics reduce relative appeal belo...
Buy The Dip: Top Tech Stocks After The Pullback
Tech stocks slid as the Iran war escalated and investors mulled the ramifications of supply chain disruptions, higher energy prices, inflation, and po...
The AI Bubble Is Going To Burst
AI investment has surged to $1.03 trillion over six years, yet broad economic returns remain elusive. Profit margin gains are concentrated in informat...
Stocks Can Return To 2022 Levels
The S&P 500 faces an elevated risk of a bear market, with valuations near historic extremes and a potential correction of up to 50%. I see the current...
Why Annaly Capital Is My Favorite 'End Of The World' Hedge
Historically, Annaly Capital Management, Inc. has outperformed during economic downturns (2001, 2008) due to its focus on high-quality Agency MBS. As ...
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