Stocks to buy

Another day, another crazy roller-coaster ride for the stock market… This has been the trend since Halloween.  That is, in November, the S&P 500 rose 5.73%, achieving one of its best months in a year on optimism about potential deregulation and tax cuts under the Trump administration. Then, as investors began to fear that the

Last month, I (Tom Yeung) introduced eight cyclical stocks to buy immediately. These high-quality companies had winds in their sails, and all have since performed splendidly. As of writing, these companies have returned: CME Group Inc. (CME): 6.4% Cboe Global Markets Inc. (CBOE): 6.2% DTE Energy Co. (DTE): 7.0% Duke Energy Corp. (DUK): 4.9% Dominion

For years, artificial intelligence has been trapped behind screens, powering chatbots and crunching data. But the next big revolution in AI won’t just talk; it will walk, move, and work in ways very similar to us.  I’m talking, of course, about humanoid robots.  These creations are finally stepping out of science fiction and into reality,

Ever since ChatGPT’s grand debut launched the AI Boom in late 2022, pundits and skeptics alike have consistently called for the AI stock “bubble” to pop.  And it will, eventually. All booms end in busts. History makes clear that it is not a question of “if.” It is simply a question of “when.”  Just consider:

Editor’s note: “Wall Street Under Trump: Highlighting History to See What’s Ahead” was previously published in November 2024 with the title, “Market Watch: How Trump’s Tariff Strategy Could Reshape This Rally.” It has since been updated to include the most relevant information available. Ever since Donald Trump won the 47th U.S. presidential election, the market

I remember when I saw my first iPhone. One of my college friends had bought the device and was gleefully showing it to everyone he could.  At the time, most people thought it was nice… but not that nice. (Many felt that about our friend’s enthusiasm, too.) The 2007 iPhone was slow, chunky, and took

In the wake of Donald Trump’s victory in the 47th U.S. Presidential Election, the stock market has experienced a significant surge, often referred to as the “Trump Bump.” Since Election Day, the S&P 500 has climbed over 6%, while the Nasdaq has seen an impressive increase of more than 8%. These gains reflect investor optimism

So much for that soft inflation optimism… A few days ago, as we looked ahead to this ‘Inflation Week,’ we noted that: “According to real-time estimates from the Cleveland Fed, this week’s Consumer Price Index (CPI) data is expected to show a 4-basis-point decline in January’s headline inflation rate and an 11-basis-point decline in the

The revered Pablo Picasso once said that every act of creation begins with an act of destruction. And believe it or not, I think that quote perfectly encapsulates the AI Revolution…  Because while there is a lot of sensationalism surrounding AI right now, there is also a lot of fear about its potential negative impact. 

Tom Yeung here with today’s Sunday Digest.  Keeping up with President Donald Trump’s announcements has become a full-time job.  In the past week alone:  He announced 25% tariffs on Mexico and Canada, only to delay them at the last minute….  He closed the “Shein Loophole” that exempted small packages from Chinese import duties, forcing the

Over the past two weeks, the world’s biggest technology companies – including Amazon (AMZN), Microsoft (MSFT), Alphabet (GOOGL), Meta (META), and Tesla (TSLA) – have all reported earnings.  These quarterly results have been pretty stellar. But the conference calls and investor presentations are what offer Wall Street insight into how these Big Tech companies feel

If you were going by the headlines alone this week, you may be thinking that tech giants Alphabet (GOOGL) and Qualcomm’s (QCOM) recent earnings reports just signaled the end of the AI Boom.  After announcing quarterly results, both stocks dropped sharply in response. In fact, GOOGL suffered a near-10% drawdown – one of its biggest

At the start of this week, Wall Street was concerned about a new, super-cheap AI model from China dubbed DeepSeek upending long-term spending plans on AI infrastructure. By the end of the week, investors had seemingly forgotten all about the “DeepSeek scare.” A wave of strong tech earnings put those fears to rest. And rightfully

The action on Wall Street this week has been dominated by the DeepSeek breakthrough out of China, which sent AI stocks like Nvidia (NVDA) on a roller-coaster ride all week long. But while AI stocks were whipsawing up and down, the rest of the market quietly powered higher because of one thing: the Federal Reserve.

Ever since Chinese AI startup DeepSeek unveiled its new R1 model – which rivals the best U.S. bots like ChatGPT – AI stocks have been on a wild roller coaster ride. The news was explosive, sparking fears that companies will pull back on their extreme AI spending. That led chipmaker Nvidia (NVDA) to lose $600

Ouch… That is perhaps, in a word, the best way to describe the recent price action in AI stocks. And it was all spurred on by the launch of DeepSeek, China’s own powerful AI model.  According to Ben Reitzes, head of technology research at Melius, DeepSeek achieves better learning and more efficient use of memory,

In last week’s Sunday Digest, I (Tom Yeung) wrote how cyclical companies are often incredible investments. Firms like copper miner Freeport–McMoRan Inc. (FCX) usually trade in a predetermined range (much like high and low tides at a beach), and so investors simply need to learn that range and the pattern the stock follows, and then

Editor’s note: “An Outperforming Investment Tool to Help You Game the Market” was previously published in December 2024 with the title, “Introducing: An Outperforming Investment Tool to Help You Game the Market.” It has since been updated to include the most relevant information available. Ever since it became clear that Donald Trump won the U.S.

In the first few days of his second term as president, Donald Trump has been quite busy, signing a flurry of executive orders and announcing several new policies. Many have captivated the mainstream media’s attention, for various reasons. But to us, one major initiative stands out as the most important for the U.S. economy and

Tom Yeung here with this week’s Sunday Digest.   In 2022, commodity stocks were in trouble.   The U.S. had just posted two quarterly GDP declines — a first since the COVID-19 recession — and people were forecasting even more trouble. Shares of economically sensitive companies like copper miner Freeport–McMoRan Inc. (FCX) fell as much as 50%.  Yet,