First Republic Bank has declined enough that the stock is looking quite attractive. Click here to read my analysis of FRC stock.Read full newsRead More
Bankwell Financial's risk level is relatively low amid the ongoing banking crisis. See why I maintain a buy rating on BWFG stock.Read full newsRead More
Credit Suisse is plugged into the global financial system in a way that neither Silicon Valley Bank nor the crypto twins of Silvergate and Signature Bank ever were.Read full newsRead More
Kraft Heinz has made great improvements to its business with growth initiatives, cost savings and debt reduction. Click here to see our take on KHC stock.Read full newsRead More
The market anticipates the Fed will hike rates 25 basis points this week at a crucial 2 day meeting that has investors on edgeRead full newsRead More
American Tower is one of the largest REITs in the world with a $94B market cap. See why I think the risk/reward is very favorable in AMT stock.Read full newsRead More
Evercore has been seeing relative strength in its advisory business. Read more to see my thoughts on EVR stock and my recommendation.Read full newsRead More
The annual change in real US GDP and the S&P 500 shows broadly the same trends over the last 20 years.Read full newsRead More
The HYGH ETF provides interest rate hedged exposure to high-yield bonds. Read more to see my thoughts on the ETF and why it is a Hold.Read full newsRead More
VTES ETF aims to take low duration and credit risk while giving you tax advantages of Municipal bonds. Check out why we're neutral on the fund.Read full newsRead More
Ubiquiti has taken a big hit since it reached its 52-week high, and will probably struggle to maintain momentum in 2023. Click here to see our take on UI stock.Read full newsRead More
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Stitcher and Spotify.Read full newsRead More
FEMS ETF pays a quarterly dividend with a decent but inconsistent yield. Click here to read my recommendation for the fund.Read full newsRead More
I was excited to get back to the New York Stock Exchange yesterday. Read more to see 3 high yielding mREITs that are yielding an average of 14.3%Read full newsRead More
Cisco's fundamental business is strong enough for it to continue its transformation efforts without existential threats. Find out if CSCO stock is a buy.Read full newsRead More
The SPDR Portfolio S&P 500 Value ETF was up on its counterpart, SPYG, to start the year. Click here to see our take on SPYV ETF.Read full newsRead More
American tower was a REIT on my no-no-list for several years after starting to write as a contributor. Click here to see our current view on AMT stock.Read full newsRead More
Wolfstreet, Released on 3/19/23The Fed ended Free Money, and the only thing it broke is the consensual hallucination that spawned during the Free Money era. And look what we got.Wolf Richter is the founder of Wolf Street Corp and the publisher of WolfStreet.com. Wolf has over twenty years of C-level operations experience, including turnarounds and a VC-funded startup. He has a BA, MA, and MBA (UT...Read More
Retirement Lifestyle Advocates, Released on 3/19/23Dennis Tubbergen talks with first-time guest Egon von Greyerz about his forecast for how global debt and derivatives risk will be reconciled and what that means for the future of our economy, the markets, and the financial system.Egon von Greyerz is founder and Managing Partner of Matterhorn Asset Management AG & GoldSwitzerland. Since the 1990s E...Read More
Ben Shapiro, Released on 3/19/23James O'Keefe is a writer, guerrilla journalist, and the founder and former President of the non-profit organization, Project Veritas. His investigative work, often involving undercover operatives equipped with hidden cameras, exposed numerous high-profile incidents of corruption, dishonesty, waste, and fraud in both public and private institutions. In February, Jam...Read More