All Work

Trey Thoelcke

Why Microsoft Was Rewarded for Spending Less on AI

Wall Street has drawn a sharp line between hyperscalers that fund AI expansion with their own cash and those that borrow or sell stock to pay for it, and the gap in stock performance…

Trey Thoelcke · 7 hours ago

XLE’s Price Has Surged, but Its Dividend Barely Moved

XLE has handed shareholders a stunning rally, but income investors buying in today are getting a very different deal than those who bought a year ago. The question is whether the fund's payout can…

Trey Thoelcke · 6 days ago

Why JEPI’s Total Return Has Outpaced Its Payout

JEPI's share price keeps climbing while its monthly cash payments quietly shrink, and the reason behind that split reveals something most income investors never check before buying a covered-call fund.

Trey Thoelcke · 6 days ago