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Just over a month ago, I highlighted the defense sector as a great place to invest in 2017. The key reason: Donald Trump has pledged to unleash the biggest boom in defense spending this country...
We may be in a snacking season lull, what with the Super Bowl behind us and Spring Training a few weeks away. But boy are investors still gobbling up chips! Take a look at this Screener I...
The auto industry is doing well. Profits are up, sales are surging. And yet everyone is on edge. Disruption is coming. Autonomous vehicles are coming. This week, Fortune reported Cruise...
The first month of 2017 is officially in the books! If one thing stands out, it’s that this January looked a heck of a lot different from last January. Stocks fell out of bed in the first month...
Donald Trump is mad as heck and he’s not going to take it any more – at least when it comes to the U.S. dollar. That’s the signal the newly elected President and his top advisors sent out loud...
A few weeks ago, the battery in my daughter’s MacBook Pro laptop went on the fritz. It wouldn’t charge; she was chained to a wall plug. Among other inconveniences, there was no way for her to take...
Donald Trump just promised to build a wall along the Mexican border, one brick or block of concrete at a time. What exactly will it look like? How much will it cost? Who will pay for it? Will it...
Recessions are arguably the largest risks to the market because they cause the largest drawdowns in stocks. They’re often accompanied by general deleveraging, a run on a bank, a large change in...
It’s classic Amazon. Build an internal business to service the massive online store. Give it dominant scale. Sell the excess supply as a stand-alone enterprise. Two weeks ago, The Wall Street...
Just two short days from now, Donald J. Trump will take the oath of office and become the 45th president of the United States. Open questions remain about some of his post-inauguration plans,...