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Taiwan Semi (TSM): Imploding Demand From Key Customers – $150B Gen-AI To The Rescue
The Drastic Normalization Cadence Is Here, With TSM Naturally Impacted We previously covered Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in…
Buy Intuit And Sell Short Intuitive Surgical
Over the near term, the indices are likely to move higher. We have moved into the seasonally weaker August-September period.…
What Recession? Earn Lifelong Income: Realty Income (NYSE:O)
Co-authored with Treading Softly A friend texted me the other day and asked me how I was doing – I…
SmartRent Stock: No Serious Competition, Rapidly Riding To Profitability (NYSE:SMRT)
The following segment was excerpted from this fund letter. SmartRent, Inc. (NYSE:SMRT) You never know where you might find a…
How To Collect 12%+ Yields Investing In Small Businesses
This retirement portfolio pays 12.4%. Which means, on a million-dollar stake, these stocks dish $124,000 in dividend income alone. That’s…
Small Business Tech Roundup Don’t Buy A MacBook Right Now
Here are five things in tech that happened this week and how they affect your business. Did you miss them?…
Ares Commercial Real Estate: 13% Yield, Rising Rate Tailwinds (NYSE:ACRE)
Looking to get on the right side of rising rates? Many companies are challenged in this rising rate era, but…
The Last Time College Costs Kept Pace With Median Income
There are the calls for college student debt forgiveness on one and the demand that people pay what they borrowed…