The S&P 500 you own through a standard index fund is not as diversified as it looks. The cap-weighted version of the index hands roughly a third of your money to a…
Boeing (NYSE: BA | BA Price Prediction), Honeywell (NASDAQ: HON), and 3M (NYSE: MMM) have all pulled back sharply over the past month. Each just reported Q4 2025 earnings, and each tells…
Defense stocks have been one of the most compelling stories in the market over the past year, and the iShares U.S. Aerospace & Defense ETF (NYSEARCA:ITA) has reflected that. The fund is…
The most prolific name in aeromanufacturing, Boeing (NYSE:BA | BA Price Prediction) shares fell 3.26% on March 10 after the company disclosed wiring flaws in undelivered 737 MAX jets caused by a…
David Beren Cap-weighted index funds have a structural quirk that most investors overlook: the more a stock’s price rises, the more of your money gets automatically funneled into it. With NVIDIA, Apple, and Microsoft…
Five years ago, you had $1,000 to invest and two famous American industrial names to choose from. Boeing (NYSE: BA | BA Price Prediction) looked like the safer bet: a century-old aerospace…
Mario Gabelli is looking at the defense sector and seeing a multi-year, capital-intensive buildout across the entire missile supply chain. He’s not just buying the obvious names. “Anyone that’s producing missile rocket…
Goldman Sachs is the acknowledged leader in the investment landscape on Wall Street and worldwide. The firm’s top-notch research department continues to provide institutional and high-net-worth clients with the best ideas across…
General Dynamics paid its quarterly dividend of $1.50 per share on February 6, 2026, marking the latest installment in a 27-year consecutive payment streak that has rewarded shareholders through multiple defense cycles.…
Forget the earnings. Forget the guidance. Forget whatever Boeing (NYSE:BA | BA Price Prediction)’s CEO promises on the next call. There’s only one number that tells you whether this company thrives or…
William Temple Live Updates Broader Market in Record Turf 12:21pm ETThe S&P 500 index has crossed an intra-day record high as it expands its multi-day winning streak, tacking on about 0.5%. The broader markets…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction)’s $170 million Air Force cloud contract signals the massive defense modernization wave reshaping Pentagon technology buying. While Microsoft grabs headlines, the real winners are companies building…
Live Updates Fed Chair Uncertainty 12:45pm ETWith the Fed’s Jerome Powell’s chairmanship term in the final stretch, rumors of his successor have the ability to move the markets. U.S. National Economic Council…
NASA’s Artemis program returns humans to the Moon by April 2026. Behind the headlines, a race is underway: who captures revenue from this multi-billion dollar effort? Amentum Holdings Inc. (NYSE: AMTM |…
Watch the Video I started the discussion by acknowledging something that feels almost unnatural for long-time Berkshire watchers. Warren Buffett is struggling, at least by his own historic standards. With Buffett expected…
