Warren Buffett's Berkshire and Dan Loeb's Third Point studied the same consumer lender last quarter and walked away with completely opposite convictions. One of them is making a very expensive mistake.
Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies…
Wall Street analysts are nearly unanimous in their bullishness on Bank of America even as the stock presses record territory, yet retail investors have largely sat out the entire run. The reason…
Trey Thoelcke Agentic AI stocks are moving in lockstep this Friday, and the gap in valuations between the leaders tells a very different story about what investors are actually betting on.
Charlie Munger's only trusted outside manager just made a striking move in financial services, abandoning a position in one of America's biggest banks to load up on the companies that sit above…
Warren Buffett's five biggest public bets have all moved sharply this year, but not in the same direction, and the gap between where he bought and where these stocks trade now tells…
Goldman Sachs just refreshed its August Conviction List with a financial services name analysts say the market is sleeping on, and two other picks in the sector that could quietly outperform through…
Bank of America and American Express both crushed Q2 earnings, but the market rewarded only one of them while punishing the other. The gap between their stories reveals something important about where…
Jefferies just named five U.S. dividend stocks to its exclusive Global Best Ideas list, and with the S&P 500 stretched to historically expensive valuations, the case for these high-conviction picks has never…
A 15% monthly yield from an ETF built on Warren Buffett's favorite blue chips sounds almost too good to question, but the math behind that payout reveals a fragile engine that few…
Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting…
Trump built his brand on loving debt and claimed he could negotiate his way out of any financial hole, but the CBO's latest estimates reveal just how far the government's books have…
Joel South A new ETF promises a 15% annual yield built around Warren Buffett's own stock picks, solving the one problem Buffett himself never bothered to fix. But the mechanics behind that monthly check…
Jim Cramer is sounding the alarm for investors still riding the AI wave, and his warning is direct: trim the parabolic winners and rotate into financials and healthcare before the damage hits.…
Brian Moynihan took over Bank of America in 2010 with a burning balance sheet, billions in pending lawsuits, and a penny-a-quarter dividend. Whether the long rebuilding act rewarded patient shareholders or punished…
Trey Thoelcke 
