Western Digital and the Return of ‘Irrational Exuberance’
Hard drive maker Western Digital (WDC) has been on a tear all year. It rose 41% last week… and is ...
Tag: energy
The Tale of Two Solars
Picture two guys having coffee this morning. The first is a residential solar salesman in Phoenix. He used to close ...
The Quiet Bull Market You Missed
2026 has been completely dominated by two major investment themes. The first is the explosion in AI infrastructure spending that ...
Peace at Last. What’s Next for Energy Stocks?
Is it really over? President Donald Trump announced yesterday that America had reached a ceasefire deal with Iran, punctuating the ...
Retail Turnarounds to International Value Plays… New Bulls This Week
Today is Thursday, and you know what that means. I’ll be reviewing the stocks that recently passed the “Bullish” threshold ...
The Bullish Case for Energy Just Got Stronger
Yesterday, I wrote about energy’s return to the top of the leaderboard. After a particularly strong week, the State Street ...
Feeling Whipsawed Yet?
This time last week, technology shares had just come off of one of their best weeks in recent history, up ...
The Efficiency Trap — And Why I’m Not Ready to Stop Worrying About AI
There’s an idea from 1865 that I can’t stop thinking about. Economist and logician William Stanley Jevons noticed something counterintuitive ...
The Most Bullish Sector I’ve Ever Seen
You know I don’t like to use hyperbole. That’s never been my style. But I can tell you with 100% ...
The Savory and Delicious Bull Market in Energy
Is energy’s run over? That was the question I asked this time last week. Now, we have our answer. The ...
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