Old-Economy Suppliers Pocket AI Cap-Ex Gold: Why 2025’s Cheapest Stocks Still Tag Hidden Orders
Cap-Ex Is Flowing Sideways, Not Upward Wall Street’s AI narrative equates super-scalers with super-cyclicals, yet the real capital expenditure surge…
Month: November 2025
Growth Gods Stumble as Equal-Weight Index Beats Cap-Weight 4th Month—Value Horde Storms Gates
The Quiet Revolt in Plain Numbers Four consecutive months of outperformance is not a blip; it is a confession. The…
Deere vs. Nvidia: One Sells Picks, One Digs—Guess Which Is Cheaper in 2025
The Narrative Split: Shovels Versus Shovel-Makers Since 2023 the market has treated Deere & Co. as a cyclical afterthought while…
Deere’s Robot Tractors Just Locked 3-Year Order Surge—Wall Street Still Yawns
Fact: A Revenue Pipeline Already Priced for Perfection Deere’s press room confirmed last week that its fully autonomous 8R tractor…
June PCE >3 %? These Funds Just Pushed Chips to the Front Line—Risk/Reward Reset
Sticky PCE, Sticky Minds When the May core PCE print landed at 2.6 % the bond futures barely flinched, yet…
While You Wait for Rate Cuts, $214 B Fund Managers YOLO Into Semis
The Narrative That Refuses to Die Chip demand is cyclical, margins compress, and capex booms end in tears—everyone knows the…
Inside Core One-Tick—How Daily Micro-Dividends Quietly Boost Yields 14 bps While You Sleep
The Invisible Coupon and the Visible Narrative Every night at 11:59 p.m. ET a small credit hits the cash ledger…
Race to Zero Turns Nasty: Brokers Slash Commissions to Negative as ETFs Pay You to Trade
The Commission Chasm Opens Last month a midsize Midwest broker emailed clients a line that would have sounded like a…
Utilities Dumped, Tech Picked Up: The 60-Day Window to Lock 12% Total Return in 2025 Dividend Shift
Risk Premium Snapback: Why Utilities Are Pricing a 160 bp Widening From late March through mid-May the S&P 500 Utilities…
Fed Frozen at 4%: Dividend Hunters Pivot to AI Cash Lakes—2025’s Only Safe 10% Growth + Yield Play
Policy Anchor at 4% Re-Prices Equity Risk Premium The FOMC’s March dot plot left the median funds rate at 4.00%…