US Steel: X
The government put the kibosh on the US Steel buyout by Nippon Steel. As Americans, we like to see an independent, purely US-based steel company. But we also respect Nippon…
The government put the kibosh on the US Steel buyout by Nippon Steel. As Americans, we like to see an independent, purely US-based steel company. But we also respect Nippon…
Mike and I did a live video on Friday. I pointed out another quick way to assess the economy. This is important to me as I think macroeconomic analysis has…
Nuclear energy has become a thing with investors as they seem to believe the US and other Western nations will look to nuclear to power the economy of the future.…
The industry most diverse we can think of is biotech. It has been a bear market flow for about a decade. As a result, nobody cares about the companies trying…
BHP, Rio Tinto, Southern Copper, and Freeport McMoRan are among the best in the mining industry. BHO & RIO are the greatest diversified miners, and Southern Copper and Freeport are…
Mike and I did a live video on Friday discussing the fires in Los Angeles, the potential (or not) of recession, interest rates, and a couple of long-term investment ideas.…
Is it time to blow the froth off a couple? We think so. The beverage stocks (TAP, BUD, & STZ) have gotten beaten up in the past few years. In…
When it came to the AI data center buildout, we thought investors should focus on Dell Technologies, not Super Microcomputer Inc. SMCI makes a good product. Still, we did not…
If you go back 100+ years, we see that values stocks beat growth stocks. But an odd thing happened after the great financial crisis. Growth stocks outperformed value stocks. This…