Stocks To Buy

For eighty years, the 60/40 portfolio — 60% stocks, 40% bonds — was the bedrock of sensible investing. The logic was elegant: when stocks tank, bonds rally. Smooth sailing. But that compact between asset classes was always downstream of something bigger: the Pax Americana, a global system built on cheap energy, open sea lanes, and the dollar's unchallenged reserve status. That system is now cracking, and the 60/40 is cracking with it. The evidence is everywhere if you're looking. In 2022, ...
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Picture this: It's Wednesday evening, and the world is literally one Truth Social post away from a geopolitical meltdown. Trump's got his finger hovering over the "destroy Iran" button, oil is screaming toward $130, and investors are sweating through their shirts like they just discovered their portfolio was actually a Ponzi scheme. Then—plot twist—Pakistan swoops in like the cool older sibling who actually knows how to negotiate, and suddenly we've got a two-week ceasefire. The Dow jumps 1,200 points. Oil crashes ...
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Remember Michael Burry? The guy who shorted the housing market and became a movie star? Well, he's back with a hot take that's going to ruffle some feathers on Wall Street. His latest thesis: Anthropic is eating Palantir's lunch. And honestly? The data backs him up. Here's the setup. Palantir has been the darling of the AI crowd for years—government contracts, fancy data analytics, the whole nine yards. But Burry just dropped a truth bomb on X: Anthropic's valuation jumped from $9 ...
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Last week's stock market rally felt like a turning point. The S&P 500 surged 3.4%, the Nasdaq climbed 4.4%, and the bulls were ready to declare the correction over. But here is the thing about markets after a sharp correction: the difference between a genuine reversal and a relief rally is almost invisible in real time. One matters enormously. The other is a trap.The technical picture tells the story clearly. The S&P 500 bounced roughly 4.5% off its late-March lows ...
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Traders already have their hands full with an oil shock from the Iran war. Now add this: climate scientists warn there is a growing probability that a "super El Niño" develops later this year — and the timing could not be worse. European climate models show an elevated chance of sea surface temperatures in the eastern Pacific rising 2 degrees Celsius or more above normal. That is the threshold for what researchers informally call a super El Niño, and it ...
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The ISM Services Employment index just posted 45.2. That number does not come from a slowdown. It comes from a recession — specifically the three actual recessions of the past 25 years: the Dot-Com crash, the Global Financial Crisis, and COVID. In one month, the Employment component collapsed from 51.8 to 45.2. At the exact same time, Prices Paid spiked to 70.7, the highest reading since October 2022 when inflation was running above 8%. That single component jumped 7.7 points ...
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NVIDIA had the kind of week that makes investors' hearts skip a beat—the good kind. The chip giant crushed Q1 earnings expectations while simultaneously getting hit with a China export ban. Somehow, the stock still jumped 5%. Welcome to the beautiful chaos of the market. Here's what went down: NVIDIA posted $44.1 billion in revenue, up a whopping 69% year-over-year and beating estimates of $43.3 billion. Net income hit $18.8 billion, and adjusted earnings came in at 81 cents per share—up ...
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Remember Michael Burry? The guy who called the 2008 housing collapse and inspired "The Big Short"? Well, he's got a new take on the AI wars, and it's not great news for Palantir fans. Burry just dropped a hot take on X: Anthropic is "eating Palantir's lunch." And honestly? The data backs him up. Here's the thing—Palantir has been the Wall Street darling for years, raking in government contracts and building a mystique around its data-crunching prowess. But Anthropic, the company behind ...
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