OEF Returned 314.83% Over Years, SPY Trailed Over Ten Years
Over the last decade, the iShares S&P 100 ETF led large-cap funds with outsized gains, but 2026’s early volatility hi...
Tax Lots Change With Portfolio Rebalance
During a rebalance, which tax lots remain, get sold, or new lots form can shift. This intro explains the typical changes and implications.
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Nasdaq Defy Gravity Record as AI Rally Pushes Markets Higher
Tech giants drive a broad market surge as AI earnings power gains push the Nasdaq toward a nasdaq defy gravity record...
CoreWeave's Boom Real, Comes with a High-Risk Path
CoreWeave has surged into the AI infrastructure spotlight, but the ride is not risk-free. This article analyzes the g...
Bold Prediction: NuScale Power Poised to Soar in 2025
A new wave of small modular reactors could reshape the US power mix. This article explains why NuScale Power is catch...
ETFs: Which Pulled Most This Week? BTC Leads Inflows
Bitcoin ETFs drew the most cash last week, with ETH and XRP also posting inflows. Here’s the latest breakdown on whic...
Rents Rising in Low-Supply Markets with 25,000+ Units
Lightstone unveils access to 25,000+ multifamily units as rent growth accelerates in markets with tight supply, shapi...
April Jobs Report Resets Social Security COLA Outlook
A cooler April jobs report challenges early COLA forecasts for Social Security. Investors weigh retirement income ris...
Down 39%, Finally Time to Consider Upstart Stock Buy
Upstart has been navigating a challenging stretch as the stock declines. This article breaks down whether the drop cr...
Accelerant Holdings Stock Skyrocketed: What Fueled the Rally
An upbeat quarterly report sent accelerant holdings stock skyrocketed higher by double digits. This piece breaks down...
Pentagon AI Clash Shocks Markets: I’ve Been Studying Tech
A high-profile clash between the Pentagon and a leading AI firm hits markets and wallets. Regulators, investors, and ...
Semiconductor Exposure Hits 18% of S&P 500 This Year
The S&P 500 now carries an 18% semiconductor exposure, a level unseen since the dot-com era. A handful of chipmakers ...
Will Nvidia Trillion Mark: Could Nvidia Reach Six Trillion
As AI accelerates, investors wonder if Nvidia can hit a six-trillion milestone. This guide weighs the math, current m...
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