Episodes

Money is leaving the AI trade. Here's where you should put yours.

Midterm Octobers have been far rougher on nerves than on returns. Here's our new BUY.

This stock keeps turning steady contract wins into steady cash.

Here’s why the trade deficit isn't a recession signal, and five ways to profit from it.

Just 29,000 jobs in September, and stocks rallied. Here's why, and what it means for your paycheck and our portfolio.

Costco and today's consumer sentiment data say the shopper is choosy, not broke. Here's what that, and the rest of the week, means for our holdings.

Costco's members are resilient — but that doesn't make the stock cheap. Plus, how Walmart and Target compare heading into the holidays.

The Fed just told us where inflation really lives. Here's what that means for your cash, your bonds, your stocks, your Social Security check and your heating bill.

The Fed just told us where inflation really lives. Here's what that means for your cash, your bonds, your stocks, your Social Security check and your heating bill.

We're adding a new position, rates rose for the first time in three years, and we're addressing the STX question head on.