NASDAQ
Subscribers to Chart of the Week received this commentary on Sunday, November 2....
I rarely change my portfolio, but this time I made one of my biggest moves ever, selling a major winner to strengthen my core holdings. I reinvested the proceeds across key themes I believe will defin...
Aerospace-Defense stocks like GE, GD and LHX gain from rising global air travel and increased defense spending....
Founded in 1869, Goldman Sachs is the world's second-largest investment bank by revenue and is ranked 55th on the Fortune 500 list of the largest United States corporations by total revenue....
KTOS, TXT, and LHX emerge as top drone tech picks set to bring portfolio stability in 2026....
My portfolio remains highly concentrated, with core positions in Comfort Systems, LandBridge, Texas Pacific Land, and defense stocks. Among others, I focus on three main investment theses: energy/wate...
The government is taking stakes in key US companies. This isn't a bailout but a strategic shift to secure vital supply chains and maintain a competitive edge against global rivals. This new reality ch...
Building a resilient retirement portfolio requires a mix of disruption-proof income from REITs, midstream energy, and high-yielding assets, plus growth stocks and ETFs. Current market challenges—AI di...
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