We don’t buy emojis, “hot tips,” or hopelessly complicated ETFs. We build positions in healthy, growing businesses. CenterPoint Energy Inc. (CNP) is one example. It just increased its 2025 guidance almost a month ahead of its regular report.

Many key economic releases—from PPI and state employment to GDP advance estimates—will be missed during a 31-day government shutdown, deepening the data blackout just when clarity is most needed.

Pepsi is one of the notable enterprise giants that helped kick off the Q3 earnings season on a positive note this week.