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View MoreThree momentum ETF Q1 earnings plays stand out heading into the second half of 2026: iShares MSCI USA Momentum Factor ETF (MTUM), Alpha Architect U.S. Quantitative Momentum ETF (QMOM), and Shiller CAPE U.S. Equities ETF (CAPE). Each takes a different angle on harvesting broad market strength after a Q1 earnings…
The SpaceX IPO AI exposure story starts on page one of the S-1 filing: of a stated $28.5 trillion total addressable market, the company attributes $26.5 trillion to enterprise AI and just $2 trillion to space launch and satellite services. Investors buying the rocket play may be underpricing what they…
Allstate catastrophe loss risk is the central tension hanging over ALL shares right now, even after the company posted one of its strongest quarters in years and beat Q1 earnings estimates by nearly $3 per share. MetricValue Q1 2026 GAAP net income$2.4B ($10.65/share) Q1 2026 adjusted net income$2.8B ($10.65/diluted share)…
The case for longevity ETFs to buy has grown more concrete as the industry itself scales: the longevity sector is projected to nearly triple in size between 2025 and 2035, and exchange-traded funds now give investors a range of options from broad biotech exposure to a pure-play aging theme. Three…
Three insurance stocks at 52-week highs — MetLife (NYSE: MET), Globe Life (NYSE: GL), and Unum Group (NYSE: UNM) — are trading at single-digit to mid-teen forward earnings multiples even after double-digit gains, a setup that rarely survives long once value buyers take notice. TickerFwd P/EYTD / 3-Mo GainConsensusPrice Target…
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View MoreCostco’s Q3 earnings valuation problem came into sharp focus Thursday when shares fell roughly 4% despite the…
Salesforce, Adobe, and ADP have collectively authorized $56 billion in software stock buybacks over the past five…
The Micron UBS price target raise from $535 to $1,625 on May 26 sent MU up nearly 20% the next session and pulled the entire semiconductor sector higher, but not every name dragged along deserves the ride. TickerEvent / MetricKey Number MUUBS price target raise$535 → $1,625 (+204%) MUMarket cap…
When the Pentagon decided it was done waiting for the missile supply chain to fix itself on a chilly January morning, L3Harris’s stock jumped more than eleven percent before the market even opened. This is unusual for a defense contractor. The transaction, which is valued at $1 billion in convertible…
In international finance, there is a certain type of silence that comes at a cost. The Tax Justice Network claims that this cost amounts to about $475 billion in corporate taxes lost between 2016 and 2021 as a result of what they characterize as a global gag order supported by…
There’s something almost quiet about the way Iran’s economy has come undone. Not sudden, not dramatic in the cinematic sense, but a slow grinding loss of footing that began long before any missile hit a Tehran rooftop. People who knew the country well saw it coming for years. They watched…
These days, department stores have a certain kind of silence that, once you hear it, you never forget. The racks are full, the lighting is bright, and hardly anyone is making purchases when you walk through the second floor of any sizable mall in a mid-sized American or European city.…
Bankers have been waiting for something that never seemed to come for the majority of the last 20 years. a wave of mergers within their own sector. Dealmakers on the upper floors of Manhattan towers created pitch books every year, but most of them were never used because of stricter…
Folded inside a proxy filing, surrounded by vesting tables and the meticulous, almost surgical language compensation committees prefer, the number arrived as these numbers always do. $13.6 million. Nine months of labor. The new CEO of Duke Energy, Harry Sideris, was seated in front of every reporter in the Carolinas…
Fisher & Paykel Healthcare has an almost unyielding quality. This Auckland-based manufacturer of breathing devices just keeps showing up, day after day, keeping the NZX50 steady the way a heavy stone holds down a tablecloth in the wind, while the rest of the market spins itself into knots over Mag7…
An ETF that declines to make a decision has an almost defiant quality. VT just sits there, quietly holding almost everything, while most investors spend their evenings debating whether to overweight U.S. tech or finally give emerging markets a real allocation. On Tuesday, the fund closed at $149.46, down slightly…
The cryptocurrency community approaches a Bitcoin halving in a ritualistic manner. Somewhere in a conference room or Telegram group, someone is creating a chart that compares this cycle to 2016 or 2020, and months before it occurs, the forums come alive with predictions. At this point, the excitement is almost…
In geopolitics, there is a specific type of winner: the one who never puts up a hand. A much quieter player was busy rearranging the furniture while Washington and Beijing engaged in a years-long economic spat, trading tariff blows and threatening supply chain divorces. Vietnam remained neutral. The contracts were…
When you look up at the sky and realize it’s not as empty as you thought, you feel a certain kind of uneasiness. Since the first weeks of 2026, people in Ohio, Texas, California, Michigan, Georgia, France, and Germany have been witnessing enormous, flaming objects rip through the atmosphere. There…