Expert Editorial

Treasury Yields Are At 20-Year Highs. And Almost Nobody Wants Them.

There are pools of capital in the world so large that they cannot be parked just anywhere. Pension funds, foreign governments and central banks, giant commercial banks— they are…

By James Hickman

Powell’s Federal Reserve Mess Is Now Warsh’s Problem

New Chair of the Federal Reserve Kevin Warsh walks straight into a professional buzzsaw. Though he now occupies one of the most influential and prestigious posts in America—and…

By Felix Miller

The $130 Billion Acquisition of Dominion Energy – The Special Situations Report Episode 68

Episode 68 of our weekly Special Situations Report Podcast is out and can be found on Spotify, YouTube and Apple Podcasts. In this episode Tamanna and I cover two key stories…

By Asif Suria

Senate GOP Leaders Pull a Bait-and-Switch With Reconciliation 3.0

Conservatives have every right to feel betrayed by the Republican Congress’ recent antics. Free marketeers, from the U.S. House to homes across America, were told in April to…

By Al Perrotta

$12,000 in Losses… Then $1 Million in Gains

No two trading journeys are alike. I like to say that my teaching style is like training wheels. I’m just here to teach you how trading stocks works and the basics. I don’t want…

By Tim Sykes

Mortgage Rates Today, Tuesday, May 26: Lower, for Now

Mortgage rates dropped today, but that trend is unlikely to last.

By Abby Badach Doyle

Rising Interest Rates: Why The Narrative Fails Against The Data

Last Friday closed with the 10-year Treasury yield at 4.60%, a one-year high, and the doom com

By Lance

The Cost of Being Too Liquid

Private markets (private equity, private credit and real estate) have historically delivered an “illiquidity premium”. Ins

By Tony Davidow, Priya Thakur

Gilt-y As Charged

Contrary to what legal television series portray, verdicts rarely turn on a single moment of drama. They take shape gradually, as

By Vaibhav Tandon

AI Credit Expansion: Assessing the Micro and Macro Risks

Since the post-COVID recovery began, U.S. nonfinancial corporations have generally managed capit

By Lotfi Karoui, Gabriel Cazaubieilh

How & Why Dividend Growth Stocks Beat Bonds: Model Portfolio Update

In this video, Chuck Carnevale explains why he believes a diversified dividend-growth stock portfolio

By Chuck Carnevale

Housing Market 2026: Frozen, Not Broken

After a slowdown earlier in the year, stronger April and May data support the view that weakness in January and F

By Eugenio J. Alemán

Washington’s $2 Billion Quantum Bet Can Prop Up These ETFs

Artificial intelligence (AI) might be the talk of the town these days, but quantum computing is the qui

By Ben Hernandez

Past Performance is Not Indicative of Future Results

I have often written about one of the few indicators in economics that has earne

By John Mauldin

Look to NOBL’s Growing Dividends in Volatile Rate Environment

Now, that prospect feels much farther off. Indeed, as government debt grows and macroeconomic pre

By Nick Peters-Golden

HP Inc. (NYSE: HPQ) Just Broke Out of a Multi-Month Triangle — Up to 46% Upside

Plus, our RGTI recommendation is up 23% in roughly two weeks... and could still run 21%-51% higher from here. The post HP Inc. (NYSE: HPQ) Just Broke Out of a Multi-Month Triangle…

By Greg Patrick

Analyst Upgrades and Downgrades for Tuesday, 5/26

Here are today’s upgrades and downgrades: Travelers, Okta, Vodafone, Cognex, Iberdrola, Booz Allen, Ambev and more. The post Analyst Upgrades and Downgrades for Tuesday, 5/26…

By Trades Of The Day Research Team

Weekly Economic Snapshot: High Leverage, Low Sentiment

There is currently a stark contrast between everyday consumer confidence and financial mar

By Jennifer Nash

InsideArbitrage Event Driven Monitor – May 26, 2026

Note: You can click on any section title to jump straight to the related tool or page. Merger Arbitrage SILA: Sila Realty Trust (SILA) filed a definitive proxy statement. The…

By Asif Suria

Undervalued Dividend Growth Stock of the Week: TE Connectivity (TEL)

With a market-beating yield, high-single-digit dividend growth, a very low payout ratio, nearly 15 consecutive years of dividend increases, and the potential that shares are 15%…

By Jason Fieber, Dividends And Income

This 10.5% Dividend Trades at a Steep Discount

It's delivered a 12.3% annualized total return over the last decade holding names like NVIDIA (NVDA), Microsoft (MSFT), Alphabet (GOOGL), Amazon.com (AMZN), Meta Platforms (META)…

By Michael Foster, Contrarian Outlook

Look for Stronger Corners of the Market Than Gold

Wall Street's interest in gold isn't over. But I'm currently more interested in industries like semiconductors, energy equipment and services, and even marine transportation right…

By Ethan Goldman, Dailywealth

Upgrades and Downgrades for Tuesday, 5/26

Here are today’s upgrades and downgrades: Travelers, Okta, Vodafone, Cognex, Iberdrola, Booz Allen, Ambev and more. The post Upgrades and Downgrades for Tuesday, 5/26 appeared…

By Thefly.Com

Brickbat: Cop Out

A Colorado jury awarded former New Jersey investment manager Robert Dial $24 million after finding that a police detective wrongfully… The post Brickbat: Cop Out appeared first on…

By Charles Oliver

Trump's Doing Great Things for the Economy. Why Won't GOPers Say So?

Photo Credit:Trump pixabayMidterm season intensifies with the very survival of America's first-world nationhood on the line.

The Top 10 Stocks to Watch This Week for Possible Breakouts

Half of this week's watchlist sits in two sectors — three aerospace and defense names and two RF semiconductor names. Sector concentration matters this week. The post The Top 10…

By Greg Patrick

Google Appeals Antitrust Ruling, Claims Billions in Payments to Apple Didn't Influence Search Decision

Google has filed an appeal against a 2024 antitrust ruling that determined the company violated competition laws by paying billions to become the default search engine on Apple's…

By Lucas Nolan

AI’s Growing NEE-D for Power Fuels $130 Billion Utility Deal – Merger Arbitrage Mondays

Dominion Energy, Inc. (D): $67.67 Market Cap: $59.51 B Deal Value: $130 B NextEra Energy, Inc. (NEE) entered a merger agreement on May 18, 2026, to acquire Dominion Energy for…

By Asif Suria

Iran is Playing a Risky Game With its Oil Fields

Photo Credit: National ArchivesThe fact that Iran appears especially anxious to start moving oil through the strait underlines its importance to the regime.

Data Centers and the Sale of Dominion Energy

My inclination when learning about the proposed mega-utility company that would be created when NextEra Energy acquires Dominion Energy—and yes, that is what is proposed—was that…

By Al Perrotta