Three Buys & a Bail: Election Edition

As election rhetoric picks up, Kelly and I looked at a few long-term stock buys and a bail related to various potential policy changes.

In today’s episode, I discuss why I like Microsoft (MSFT), Advanced Micro Devices (AMD), and Caterpillar (CAT), as well as why I like Enphase (ENPH) as a short.

P.S. If you want to learn more, I’ll be teaching my long-term stock strategy at the Money Show Investors Symposium in Las Vegas! 

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Chips Take a Breath Into Micron Earnings

Wednesday, September 23, 2026 Hey traders! The semiconductor complex just ran six sessions in a row. The semiconductors, memory, and the AI hardware names did the heavy lifting, and the Nasdaq printed fresh highs earlier this week. Today, that sprint is pausing. That is not a surprise after an explosive move. This kind of digestion … Read more

The Macro Event That Matters Right Now

September 16, 2026 Fed Hikes 25 bps — QQQ Capped Under the 50-Day SMA The Federal Reserve just delivered its first rate hike since July 2023, lifting the federal funds target range by 25 basis points to 3.75%-4.00% in a unanimous 12-0 vote. This was not a surprise in isolation. The market had priced a … Read more

January Market Outlook on Fox Business

My January 8 conversation covered stock selection and the market outlook for 2026. Watch the segment here.

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