Episodios

  • Pre-Positioning for the “January Effect” (Small Caps)
    Dec 24 2025

    Due to year-end tax selling, small-cap stocks have historically outperformed in January and we will explain why the January Effect happens and highlight specific small-cap ETFs investors might want to consider buying before the calendar flips.

    Today's Stocks & Topics: Bristol-Myers Squibb Company (BMY), Market Wrap, Investible Assets, “Pre-Positioning for the “January Effect” (Small Caps)”, American Airlines Group Inc. (AAL), Steel Dynamics, Inc. (STLD), Mortgage Rates, Stock Screeners, Xylem Inc. (XYL), HCA Healthcare, Inc. (HCA), PayPal Holdings, Inc. (PYPL), Wall Street and Tariffs.



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    46 m
  • Active Management's Edge in Fixed Income
    Dec 23 2025

    Active Management's Edge in Fixed Income

    Passive bond funds are broken, and we expose why the current high-yield, high-volatility market is proving that active managers offer better risk mitigation and a measurable edge.

    Today's Stocks & Topics: Xylem Inc. (XYL), Market Wrap, Jacobs Solutions Inc. (J), AECOM (ACM), WEC Energy Group, Inc. (WEC), HP Inc. (HPQ), “Active Management's Edge in Fixed Income”, Cheniere Energy, Inc. (LNG), Biggest Market Developments in 2025, Hesai Group (HSAI), Cash Position, Consumer Staples Stocks.



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    46 m
  • De-Dollarization: Risks of the Weaponized Dollar
    Dec 20 2025

    Is the dollar's global dominance ending? We break down the real risks of de-dollarization and how geopolitical sanctions could punish your US-heavy portfolio.

    Today's Stocks & Topics: Trane Technologies plc (TT), NIKE, Inc. “Water Scarcity: The $3.4 Trillion Infrastructure Gap “, (NKE), KPP Newsletter, Farmland Partners Inc. (FPI), Consumer Price Index (CPI) Report, Monetizing Debt, Equinor ASA (EQNR), Rambus Inc. (RMBS), Private Funds.



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    41 m
  • Water Scarcity: The $3.4 Trillion Infrastructure Gap
    Dec 19 2025

    We will reveal how to profit from the necessary modernization of America's aging water systems and fight the structural problem of scarcity.

    Today's Stocks & Topics: The Magnum Ice Cream Company N.V. (MICC), Market Wrap, Thematic ETFs, “Water Scarcity: The $3.4 Trillion Infrastructure Gap”, Coupang, Inc. (CPNG), The Stock Market and 401k, Financial Risks in 2026, BHP Group Limited (BHP), Bloom Energy Corporation (BE).



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    46 m
  • CRE Distress: Where Are the Opportunities?
    Dec 18 2025

    Commercial real estate is hitting rock bottom. We will explain how to buy discounted distressed debt without owning a single office building.

    Today's Stocks & Topics: CF Industries Holdings, Inc. (CF), Market Wrap, Safe Route to Invest, Carrier Global Corporation (CARR), “CRE Distress: Where Are the Opportunities?”, IPOs, Waymo or Tesla, Axcelis Technologies, Inc. (ACLS), The Trade Desk, Inc. (TTD), Small Caps, Motorola Solutions, Inc. (MSI), Cash Holdings in Portfolios.



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    45 m
  • The Nation's Unsustainable Fiscal Path
    Dec 17 2025

    The national debt crisis is no longer a political problem—it’s an investment bomb that will drive up your interest rates and throttle private sector growth.

    Today's Stocks & Topics: Centrus Energy Corp. (LEU), Market Wrap, Jones Soda Co. (JSDA), Occidental Petroleum Corporation (OXY), Stocks on Sale, “The Nation's Unsustainable Fiscal Path”, State Street Industrial Select Sector SPDR ETF (XLI), China's Energy Supply, Teck Resources Limited (TECK), Prediction Markets.



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    46 m
  • Global Divergence: Europe Stalls, US Chugs Along
    Dec 16 2025

    Recent data shows the UK economy shrinking and German industrial production stalling, while US PMI data remains robust. This divergence suggests the US remains the "cleanest dirty shirt" in the global economy.

    Today's Stocks & Topics: First Trust Water ETF (FIW), Market Wrap, Residential Real Estate in the Bay Area, “Global Divergence: Europe Stalls, US Chugs Along”, Contango Ore, Inc. (CTGO), Dolly Varden Silver Corporation (DVS), Options & Capital Gains, Transport Stocks, NFLX and WBD Merge, Costco Wholesale Corporation (COST), Eli Lilly and Company (LLY), Bank Stocks.



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    46 m
  • Institutional "Window Dressing" Season
    Dec 13 2025

    As the year closes, mutual funds and hedge funds engage in "window dressing", the practice of buying winners and selling losers to make their quarterly reports look good. This creates artificial price movements in December that retail investors can exploit.

    Today's Stocks & Topics: Vertiv Holdings Co (VRT), Market Wrap, KPP Newsletter, Invesco KBW Bank ETF (KBWB), “Institutional "Window Dressing" Season”, Global X Data Center & Digital Infrastructure ETF (DTCR), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Oil Market, Fifth Third Bancorp (FITB), TerraVest Industries Inc. (TVK.TO), Medtronic plc (MDT), Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ), Gold.



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    46 m