1 Massive Advantage Retail Investors Have Over Hedge Funds
Retail investors are usually playing catch-up and it’s no surprise why. They don’t have a research department, a Bloomberg Terminal on every desk, or a network of analysts and insiders feeding them information in real time. Hedge funds, with their armies of research analysts, data scientists, and software systems, are optimized to gain any edge possible.
» Read more about: 1 Massive Advantage Retail Investors Have Over Hedge Funds »
Read More
Time to Buy Black Gold?
In spite of recent volatility, energy stocks have historically provided strong returns during periods of crude oil price recovery. With crude oil prices nearing the lower end of their range and a bullish shift in fundamentals, is now the time to begin long positions in the energy sector?
Crude oil is approaching the $70 per barrel mark,
» Read more about: Time to Buy Black Gold? »
Read More
Ominous Signal Strikes for First Time in 90 Years
If one key indicator is to be trusted, the U.S. economy may be headed either for choppy waters or over a cliff, and the fallout for stocks may be enormous.
While there is no doubt that the forces of money supply creation and consequently inflation drive nominal prices higher over the long-term, the short-term is less easy to forecast with the same degree of accuracy.
» Read more about: Ominous Signal Strikes for First Time in 90 Years »
Read More
Will This Silicon Valley Darling Topple The Market?
Silicon Valley darling, Salesforce, saw its stock fall 16% following last night’s fiscal Q1 2025 earnings report. Growth moderated to an 11% year-over-year increase, which was the lower end of the guidance and that was enough to spook investors.
Yet the woes continued when full-year revenue guidance of $37.7 billion to $38 billion was reported because it reflected a growth projection of just 8% to 9%.
» Read more about: Will This Silicon Valley Darling Topple The Market? »
Read More
Nvidia Just Matched Microsoft in Value, So Is It Still a Smart Buy?
Nvidia (NASDAQ: NVDA) just pulled off something extraordinary, again. Fiscal Q1 2026 numbers weren’t just good, they were extraordinary.
Management reported a top line of $44.1 billion, up 69% from the same time last year, and 12% higher than the previous quarter. Net income was an eye-popping $18.8 billion, and that’s in spite of a $4.5 billion charge tied to new U.S.
» Read more about: Nvidia Just Matched Microsoft in Value, So Is It Still a Smart Buy? »
Read MoreThe Ivy
Cava’s Dip Looks Tasty, Why This Sell-Off Could Be a Gift
Cava Group has done what its customers do best: dip. After hitting an all-time high near $172 last November, the shares have slid to the high-$60s, roughly a 60% slide from the peak, even though the business keeps putting up solid numbers.
That kind of disconnect tends to create opportunity for patient investors who care more about unit economics than headlines.
» Read more about: Cava’s Dip Looks Tasty, Why This Sell-Off Could Be a Gift »
Read MoreThe Spotlight
Why Is Buffett Pouring Into This High Yield Bet
2024 has been a surprising year for Warren Buffett and Berkshire Hathaway. The company became the first American business outside of the tech sector to achieve a $1 trillion valuation, and an unusually buoyant stock market has caused many of its holdings to gain substantially in value.
Despite these successes, Buffett personally appears to be turning bearish.
» Read more about: Why Is Buffett Pouring Into This High Yield Bet »
Read More