Two beaten-down restaurant names, one decision: should a retirement-focused investor put fresh capital into Starbucks (NASDAQ: SBUX | SBUX Price Prediction) or Chipotle Mexican Grill (NYSE: CMG) right now? Both stocks have been punished,…
At the 24% federal bracket, a $500,000 position in the JPMorgan Equity Premium Income ETF (NYSEARCA: JEPI) yielding around 7.9% generates roughly $39,500 in annual distributions and hands about $9,480 of that to the…
Value investing spent most of the post-2010 cycle losing to growth, but the past year has flipped that script. Three exchange-traded funds (ETFs) in particular have outpaced the broad market so far in 2026,…
Two megacap pullbacks, one decision: should a retirement-focused investor add Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) or Amazon (NASDAQ: AMZN) on this dip? Both have slipped over the past month, both are spending…
Energy sector consolidation has accelerated through 2026 so far, with majors and large independents acquiring scale, inventory, and strategic infrastructure. With Henry Hub-linked LNG demand expanding—U.S. LNG export capacity is projected to reach 27.7…
Business development companies (BDCs) pay distributions that are taxed mostly as ordinary income, not qualified dividends. For an investor in the 24% federal bracket (income over $105,700 single, $211,400 married filing jointly), that means…
Meyer “Micky” Malka, a Robinhood (NASDAQ:HOOD | HOOD Price Prediction) director and founder of fintech-focused Ribbit Capital, made an open-market purchase of 249,000 Class A shares on May 28, 2026, according to a Form…
Public SaaS valuations have compressed over two years while private equity dry powder and strategic acquirer balance sheets remain robust, and that gap matters. Mid-cap software names with mature recurring revenue, expanding free cash…
Real estate investment trust (REIT) distributions do not qualify for preferential dividend tax rates. They flow through to your 1040 as ordinary income, which means every dollar Agree Realty (NYSE: ADC | ADC Price…
ServiceNow (NYSE: NOW | NOW Price Prediction) and Palantir Technologies (NASDAQ: PLTR) sit on opposite ends of the enterprise artificial intelligence (AI) spectrum, so the question is simple: which one belongs in a retirement…
Software M&A activity has returned in 2026 as public SaaS multiples compress while private equity dry powder and strategic stack consolidation remain abundant. Mid-cap, sticky enterprise software companies with negative book equity, AI-relevant platforms,…
From HP Spinoff to AI Networking Heavyweight Hewlett Packard Enterprise (NYSE: HPE | HPE Price Prediction) was born in November 2015, when the original HP split into a consumer business and the enterprise-focused company…
Energy sector M&A is hot again. With West Texas Intermediate (WTI) crude recently trading at $94.77 per barrel and the EIA’s May 2026 Short-Term Energy Outlook projecting continued growth in Permian output, larger operators…
At the 24% federal bracket, a $250,000 position in Realty Income (NYSE: O | O Price Prediction) throws off roughly $13,150 a year at the current 5.3% yield. Held in a taxable brokerage, about…
Software M&A is heating up again as private equity dry powder collides with depressed SaaS (software as a service) multiples and AI-driven stack consolidation among hyperscalers. Public market valuations have compressed enough that strategic…
The smart money signal on Starbucks (NASDAQ: SBUX | SBUX Price Prediction) is unambiguously bullish, with institutions holding 86.8% of the float and Wall Street’s consensus price target 10.4% above where the stock currently…
Energy M&A roared back to life in 2024 and 2025 as supermajors consolidated Permian and Bakken acreage. The catalysts for 2026 are firmly in place. West Texas Intermediate (WTI) crude trades at $92.16 per…
The defensive utility trade is breaking. With the 10-year Treasury yield at 4.45% and near the 91.1 percentile of its trailing 12-month range, the “bond proxy” argument that long anchored retirement portfolios in regulated…
The Caesars deal just put a clock on the rest of corporate America. On May 28, 2026, Caesars Entertainment (NASDAQ: CZR | CZR Price Prediction) announced a definitive agreement to be acquired by Fertitta…
Union Pacific (NYSE: UNP | UNP Price Prediction) and Norfolk Southern (NYSE: NSC) sit on opposite ends of the largest rail deal in U.S. history: a stock-and-cash transaction valued at $320 per share and…
