Iren Limited: An AI, Crypto And Cloud Computing Stock
Every so often, there comes a stock that checks nearly every box: innovation, growth, strong fundamentals, and technical momentum. Iren Limited is one of those rare finds. The company sits at the intersection of the most exciting technology trends.
NetEase Stock: Q2 2025 Earnings Growth Despite Sales Miss
NetEase, Inc. reported its second-quarter 2025 results on Thursday, Aug. 14. The stock then closed the week's trading at $129.22, down from its previous close.
WoodMac Sounds Alarm On Transformer Shortage Amid AI Data Center Boom
The AI data center boom could soon face some serious headwinds, and the problem isn't a shortage of Nvidia GPUs, but America's fragile power grid.
Inside Baseball: How We Build Portfolios
Today, I'll take you deep into the "inside baseball" of our investment process. Specifically, I'll discuss how we structure and determine the position size of each stock in our portfolios – something I haven't covered before.
O’Reilly Automotive: A "Cannibal" Stock That You Should Consider
A 'cannibal stock' is a business that “eats” or buys back its shares. They can be very attractive investments. The reasoning? In the long run, stocks always follow Earnings Per Share. Here is a look at O’Reilly Automotive Inc. as an example.
The 7 Largest Companies - Saturday, Aug. 16
Here is a brief look at the 7 largest companies by market capitalization as of Saturday, Aug. 16, 2025. Additionally, I have included the percentages of their gains on a year-to-date basis. Let's dive into the numbers.
Earnings Strength Trumps Economic Weakness
There is no doubt the economy is slowing by a noticeable amount. At the same time, inflation is holding steady above the Fed’s target. That's the definition of stagflation, even though its nothing like what was experienced in the 1970’s.
Not All Value Indexes Are Created Equal: Russell Vs. S&P
Not all US value portfolios are equal. Many are methodology-dependent allocations that produce exposures drastically different from one another, despite being nominally branded as value. Their resulting discrepancies are especially pronounced today.
One REIT To Rule Them All
The right REITs offer consistently rising dividend payouts and share price appreciation at the same time. If you’re just getting started in the REIT world and you’re looking to buy up just one at a time, then Realty Income is a great place to start.
Wall Street's Top 10 Stock Calls This Week - Saturday, Aug. 16
What has Wall Street been buzzing about this week? Here is a quick look at the top 5 buy calls and the top 5 sell calls made by Wall Street's best analysts during the trading week of Aug. 11-15, 2025.
Silver Price Forecast And Analysis
Silver price prediction based on the technical analysis.
Expect A Market Correction By September
Amidst the new U.S. Administration's hardball trade tactics, critics claim that foreigners are ramping up their de-dollarization efforts, buying less U.S. debt, and that the days of the dollar as the dominant world reserve currency are ending.
MA: Turning Every Transaction Into Growth
Mastercard isn’t just a payment processor—it’s an essential part of the world’s financial infrastructure.
Buy The Gold Mining Stocks Right Now
Shares of GDX are up 70.9% year-to-date as many gold miners hit new highs. It has an expense ratio of 0.51%, however. That’s among the highest of the gold mining ETFs for expense ratios.
Week Ahead: Will Jackson Hole Confab Show More Of The Fed's Hand?
It may not be the consensus, but we continue to see the dollar's direction to be strongly influenced by U.S. rates.
10 Stocks That Give Investors A Little Bit Of Everything
Dividend growth investing gives investors a little bit of everything. Most investing styles focus heavily on one aspect of investing.
Spotify’s Stock Growth Engine Is Running But Is Wall Street Missing This Profit Lever?
Spotify Technology isn’t just a music streaming app anymore, it’s becoming a full-scale AI-powered audio platform.
Nasdaq 100 Forecast And Price Analysis
Nasdaq 100 price prediction based on technical analysis.
Weekly Commentary: Gavin & Alan
Just another week in Bizzaro Bubble World.
Gold Market Remains In Consolidation While Miners & Juniors Advance
A review and analysis of the precious metals markets.

