The headlines have been changing constantly ever since the war in Iran started at the end of February… and this week may have been one of the most dramatic yet.
First, we had President Trump’s threat on social media...
Retail stocks have been under pressure for the better part of two years. Cautious consumers pulled back on discretionary spending, traffic fell, and the market marked down many established names – often more than the fundamentals warranted.
However, The...
The market is pricing affordability headwinds in the housing sector as potentially crushing to operators across the industry. And it’s pricing one company in particular as though those headwinds will define its future indefinitely.
But as we’ll see shortly,...
We last looked at food maker General Mills (NYSE: GIS) in October.
At the time, the stock had a generous 4.9% yield. Today, the yield is 6.5% – and it’s not because the dividend has increased. The stock has...
Happiness isn’t getting what you wantIt’s wanting what you got – Garth Brooks
I tend not to get too philosophical, but the above quote has always resonated with me. There’s nothing wrong with wanting more, but being content with...
“The most likely outcome is that AI and robots make everyone wealthy. In fact, far wealthier than the richest person on Earth.” – Elon Musk, November 2025
Most of you reading this issue of Wealthy Retirement have been successful...
More than twenty years ago, I began my career at Avalon Research Group – a boutique equity research firm that did something unusual. Instead of pitching ideas to everyday investors, we sold our research and stock recommendations directly...
In my 20s, I started out on a trading desk where traders rarely held any positions overnight. They were day traders who got in and out of their trades in a matter of hours – and sometimes minutes.
As...
