Drones that cost $10,000 to $100,000. Missiles that cost millions to shoot them down. Lasers that cost $10 per shot. Memorize those numbers. The conflicts over the next decade and beyond are going to be based on them. To be clear, I don’t want any… Read More »The 3 Numbers You Need To Know About The Economics Of War
The Centers for Medicare & Medicaid Services (CMS) finalized the 2027 Medicare Advantage payment rate at a +2.48% net average increase, well above the +0.09% proposed in January and above the roughly 1% street expectation. The decision injects over $13 billion into private insurers serving… Read More »5 Stocks That Should Benefit From The 2026 Medicare Advantage Rate Decision
While defense names grabbed the headlines in the immediate aftermath of the start of the Iran war, an unlikely winner emerged from the ensuing shock to the market, with gains of 75% year to date. The broader market has wrestled with supply shocks and inflation… Read More »The Non-Defense Winner Investors Missed In The Iran War Supply Shock
Nike (NYSE:NKE) shares were down 11% in early Wednesday trading, reacting to a quarterly earnings report that beat estimates on the surface but delivered a forward outlook that rattled investors. The selloff pushes NKE stock toward levels not seen in years. The headline numbers looked… Read More »Nike Plummets On Disappointing Forecast: Generational Buy Or Value Trap?
Starbucks’ (NASDAQ: SBUX) stock is down 10% in the last year, while the S&P 500 is 12% higher. Over five years, the stock is down 20% while the S&P is up 62%. Recently, The Wall Street Journal wrote that “Starbucks Has Its Shine Back, CEO… Read More »Starbucks Is Still A Dog
Value stocks are making a comeback, and this comeback could last for a long time as investors rotate away from growth stocks. The following three stocks are currently among the most undervalued value stocks, and a comeback is yet to lift them substantially. That’s exactly… Read More »3 Value Stocks Set To Surge, With Up To 100% Upside By 2028
AppLovin (NASDAQ: APP) stock is trading at about $450 while the average analyst price target sits at $648.57, implying over 45% upside from current levels. The disconnect is striking given that the fundamentals remain strong. By most measures, AppLovin’s business has never been stronger. AppLovin’s… Read More »Why Analysts Love AppLovin Stock But The Market Doesn’t
After a career spanning two decades at Bear Stearns, Lehman Brothers, and Morgan Stanley, I gained an institutional perspective on dividend stock investing. My tenure at these premier Wall Street firms exposed me to fundamental analysis, credit evaluation, and risk management practices that directly translate… Read More »20 Years On Wall Street Taught Me: Big Dividend Healthcare Stocks Never Go Out Of Style
The wars in Ukraine and Iran have thrust unmanned aircraft systems into the spotlight as essential tools for advancing military objectives. From precision strikes to real-time intelligence gathering, drones have proven decisive on the battlefield, reshaping tactics and strategies worldwide. Experts predict drones will form… Read More »The $10 Drone Stock That Won’t Be This Cheap For Very Long
Hedge funds and institutional investors have been quietly building positions in Meta Platforms (NASDAQ:META) despite recent market volatility, viewing it as one of the most compelling opportunities in the AI and digital advertising space. This institutional accumulation highlights the growing consensus that Meta offers asymmetric… Read More »Billionaires Are Loading Up On This Stock That Wall Street Says Has 31% Upside