Economic output declines when a factor of production (land, labor, capital technology) is overused. The current and future direction of government spending is contractionary.

Perion Network sees a strong start to 2025 with growth in key segments and the promising Perion One strategy. Find out why PERI stock is a Buy.

Photronics is down 25% YTD, testing $18 resistance amid geopolitical tensions. Read here to know why I recommend a buy on PLAB stock.

Marvell reported modest earnings beats in Q4, lifted guidance, and secured key AI-related contracts. See why I upgrade MRVL stock from hold to buy.

Amazon appears to be positioned better for the mainstream adoption of artificial intelligence workloads by enterprises. Read why AMZN stock is a Buy.

Midstream offers attractive distribution yield and an improving cash flow and distribution growth outlook. The fundamentals are supported by natural gas volume growth and improving ROIC.

Recent policy actions have aimed at reducing the size of the federal workforce. As the federal government is the largest single US employer, these policies could have important implications.

Fox's favorable factors are proven audience growth along with US broadcast rights for the 2026 World Cup. Check out my recommendation for FOX stock.

Tejon Ranch struggles with uneven earnings, slow growth, and heavy dependence on delayed projects. Read why I upgrade TRC stock from sell to hold.

Combining Flow Traders (FLTLF) and Virtu (VIRT) with S&P 500 breaks the rule of higher returns requiring higher volatility. Read more to see my recommendation.

AESR is currently focused on communication services, with significant exposure in technology & consumer discretionary. Check out my recommendation for the fund.

Invesco S&P 100 Equal Weight ETF offers a diversified, equally weighted exposure to the top 100 S&P 500 companies. See why EQWL is a Buy.

Dorchester Minerals remains profitable despite market volatility, leveraging acquisitions. See why I think DMLP stock is a buy.

Federal Agricultural Mortgage offers steady earnings, disciplined credit quality, and a solid 3.4% dividend yield. See why AGM stock is a Buy.

LifeStance Health's flexible hybrid care model and digital check-in tool enhance clinician retention and patient accessibility. See why I remain bullish on LFST.

Qualcomm's forward P/E is lower than its historical average and the Nasdaq-100. Click here to see why QCOM stock is a Hold.

Gold/SPX ratio has room to grow, mirroring the early 2000s trend and indicating a long-term bull market. Read more to see my thoughts.

Bristol-Myers Squibb is trading near all-time high dividend and free cash flow yields. Learn why BMY stock is a Buy.

Lyft's focused, customer-centric strategy and market dynamics ensure its survival against Uber. See why I rate LYFT stock a strong buy now.

Bitcoin has been trading more as a safe haven during the recent selloff as the US dollar depreciated. Click here for a detailed analysis.