Intel Corporation (NASDAQ:INTC) was among Jim Cramer’s latest stock calls, as he suggested investors balance portfolios with hot and cold stocks. Expressing hope that the company can “turn things around,” Cramer said: Apparently… That’s no longer good enough, and maybe you have to have like the super future. Let’s hope that Intel, with a magnificent […]
Intel Corporation (NASDAQ:INTC) was among Jim Cramer’s latest stock calls, as he suggested investors balance portfolios with hot and cold stocks. Expressing hope that the company can “turn things around,” Cramer said: Apparently… That’s no longer good enough, and maybe you have to have like the super future. Let’s hope that Intel, with a magnificent […]
The Home Depot, Inc. (NYSE:HD) was among Jim Cramer’s latest stock calls, as he suggested investors balance portfolios with hot and cold stocks. When a caller asked about the stock, Cramer said: When I did the Home Depot work for the Trust, Home Depot is a, it’s a template, okay? It’s an example. It’s an […]
The Home Depot, Inc. (NYSE:HD) was among Jim Cramer’s latest stock calls, as he suggested investors balance portfolios with hot and cold stocks. When a caller asked about the stock, Cramer said: When I did the Home Depot work for the Trust, Home Depot is a, it’s a template, okay? It’s an example. It’s an […]
Occidental Petroleum (NYSE: OXY) sells oil and natural gas, so the geopolitical conflict in the Middle East is likely to boost its earnings. As you would expect, reducing global oil and natural gas supply has increased their prices. That is good news for Oxy as it continues to chart a path toward growth. Here's a look at the buy, sell, and hold call. Interestingly, the reason to buy Oxy isn't real...
Occidental Petroleum (NYSE: OXY) sells oil and natural gas, so the geopolitical conflict in the Middle East is likely to boost its earnings. As you would expect, reducing global oil and natural gas supply has increased their prices. That is good news for Oxy as it continues to chart a path toward growth. Here's a look at the buy, sell, and hold call. Interestingly, the reason to buy Oxy isn't really about today's high energy prices. The energy sector is volatile, and oil and natural gas prices frequently rise and fall in dramatic fashion. High oil prices will clearly be a near-term benefit, boosting the company's revenues and earnings. However, the real story here is long-term business growth. Image source: Getty Images. Continue reading
jetcityimage/iStock Editorial via Getty Images AT&T ( T ) is setting the tone with the offense in 2026 as they delivered a Q1 revenue beat of $260 million after posting $31.5 billion, which was an increase of 2.8% YoY. There is a lot to like about AT&T after the recent pullback, as the dividend yield has increased to 4.24%. The Lumen integration is ahead of schedule, as the acquisition closed on F...
jetcityimage/iStock Editorial via Getty Images AT&T ( T ) is setting the tone with the offense in 2026 as they delivered a Q1 revenue beat of $260 million after posting $31.5 billion, which was an increase of 2.8% YoY. There is a lot to like about AT&T after the recent pullback, as the dividend yield has increased to 4.24%. The Lumen integration is ahead of schedule, as the acquisition closed on February 2 nd . This is critical for AT&T because it added 1.1 million fiber customers and over 4 million enabled fiber locations to its footprint. Some investors dislike the telecommunications sector because of the large capital investments required to maintain best-in-class services and the large debt loads that accumulate on the balance sheets. I look at AT&T as a new-age utility with an oversized dividend that is trading at a compelling valuation. Nobody is getting rid of their smartphones or internet connections as these become the backbone of communications. AT&T’s management just reiterated that they will generate $18 billion in free cash flow (FCF) during 2026, which is further evidence that they would still be extremely profitable after spinning out Warner Bros. Discovery ( WBD ). I think that AT&T is undervalued at these levels, as they are adding subscribers and their forward earnings are expected to grow more than people expect. Seeking Alpha Following up on my previous article about AT&T The last time I wrote an article about AT&T was in May of 2025 ( can be read here ), and since then its share price has declined by -3.29%, while the S&P 500 has climbed 23.38%. The dividend has been the only thing keeping the total return from falling into the red. I had discussed that the rebound in its share price from the mid-teens was driven by strong FCF and refocusing its strategy on communication services. AT&T prioritized debt reduction, profitability improvements, and share buybacks, which should have positioned it for better results in the operating environment we exp...
mohd izzuan/iStock via Getty Images Dear Fellow Partners: The Summers Value Fund LP (“the Fund”) returned 6.7% net 1 in 2025, trailing the Russell 2000 Index ETF ( IWM ), which returned 12.7%, and the Russell 2000 Value Index ETF ( IWN ), which returned 12.4%. While our performance in 2025 fell short of expectations, the Fund’s long-term performance remains strong. Since inception, the Fund has de...
mohd izzuan/iStock via Getty Images Dear Fellow Partners: The Summers Value Fund LP (“the Fund”) returned 6.7% net 1 in 2025, trailing the Russell 2000 Index ETF ( IWM ), which returned 12.7%, and the Russell 2000 Value Index ETF ( IWN ), which returned 12.4%. While our performance in 2025 fell short of expectations, the Fund’s long-term performance remains strong. Since inception, the Fund has delivered a 12.0% annualized net 1 return compared to 6.9% for IWM and 6.3% for IWN. Trailing Period Returns Summers Russell 2000 Russell 2000 Value Fund LP 1 Small-Cap Index 2 Value Index 3 1 Year 6.7% 12.7% 12.4% 3 Years 57.8% 46.6% 38.6% 5 Years 90.3% 33.6% 51.3% Cumulative Since Inception 4 136.4% 65.6% 59.3% Annualized Since Inception 4 12.0% 6.9% 6.3% Click to enlarge Fund Commentary In the first half of the year, the Fund generated a return of -12.8% net 1 . The healthcare sector faced significant pressure following the inauguration of the new administration in January. Sentiment weakened the following month with the nomination of a controversial Secretary of Health and Human Services. Tariff proposals targeting key trading partners added to broader economic uncertainty. Simultaneously, leadership changes and layoffs at the FDA created instability within one of the healthcare sector’s most important regulatory agencies. Investor concerns were further heightened by a government proposal aimed at curtailing drug prices in the United States. In addition, funding for early-stage biotechnology companies tightened sharply, forcing many companies to file for bankruptcy. Collectively, these factors led to a significant decline for healthcare stocks through June. In sharp contrast, the Fund returned 22.4% net 1 in the second half of the year reflecting strong operating performance from our holdings and a more supportive backdrop for the healthcare sector. M&A activity accelerated in July, highlighted by several notable acquisitions, including Merck’s $10 billion purchase of Ver...
Reports that iHeartMedia (NASDAQ:IHRT) and Sirius XM Holdings (NASDAQ:SIRI) are in early merger talks immediately sent shockwaves through the audio media space. Investors clearly liked one side of the equation more than the other. iHeartMedia stock surged roughly 35% on the news, while Sirius XM shares slid about 5%, signaling that the market is far ... Does a Merger With iHeartRadio Make Sirius S...
Reports that iHeartMedia (NASDAQ:IHRT) and Sirius XM Holdings (NASDAQ:SIRI) are in early merger talks immediately sent shockwaves through the audio media space. Investors clearly liked one side of the equation more than the other. iHeartMedia stock surged roughly 35% on the news, while Sirius XM shares slid about 5%, signaling that the market is far ... Does a Merger With iHeartRadio Make Sirius Stock a Buy?
Investors have overcome their earlier fear about the Iran war and oil prices to push the S&P 500 (SNPINDEX: ^GSPC) up to new highs. However, the future always remains uncertain, and having a solid portfolio that includes safe stocks is crucial to weathering any kind of market storm, including a crash. The strongest anchor stocks are typically leading dividend payers that have consistently demonstr...
Investors have overcome their earlier fear about the Iran war and oil prices to push the S&P 500 (SNPINDEX: ^GSPC) up to new highs. However, the future always remains uncertain, and having a solid portfolio that includes safe stocks is crucial to weathering any kind of market storm, including a crash. The strongest anchor stocks are typically leading dividend payers that have consistently demonstrated resilience, weathering all kinds of market volatility over time. Coca-Cola (NYSE: KO) , a Dividend King , offers that protection and passive income, and I'd hold it through any market crash. Coca-Cola is one of the oldest companies in the country, and it's the largest beverage company in the world, with more than $48 billion in trailing-12-month revenue. It's known for the eponymous drinks that loyal fans indulge in around the world, but it actually has a portfolio of 200 brands, some global and some local. Continue reading
Bloomberg's Michael McKee breaks down the big week ahead for the Fed, with Jerome Powell's final press conference on rate cuts this Wednesday as his term ends next month. Hours earlier, the Senate Banking Committee will move forward with confirming Kevin Warsh to be the next Fed Chair after the DOJ investigation was dropped. Sunday morning, Sen. Thom Tillis (R-North Carolina) said he would support...
Bloomberg's Michael McKee breaks down the big week ahead for the Fed, with Jerome Powell's final press conference on rate cuts this Wednesday as his term ends next month. Hours earlier, the Senate Banking Committee will move forward with confirming Kevin Warsh to be the next Fed Chair after the DOJ investigation was dropped. Sunday morning, Sen. Thom Tillis (R-North Carolina) said he would support Warsh's nomination. (Source: Bloomberg)
Meta (NASDAQ: META) just made a massive commitment to AI infrastructure, which could set the stage for the next phase of growth. But if returns take time, investors may have to deal with margin pressure before the payoff shows up. Stock prices used were the market prices of April 18, 2026. The video was published on April 23, 2026. Continue reading
Meta (NASDAQ: META) just made a massive commitment to AI infrastructure, which could set the stage for the next phase of growth. But if returns take time, investors may have to deal with margin pressure before the payoff shows up. Stock prices used were the market prices of April 18, 2026. The video was published on April 23, 2026. Continue reading
Epic FAFO: Far-Left NYC Mayor Mamdani Attempts To Defuse Info War Against Ken Griffin Citadel's Ken Griffin should have absolutely zero tolerance for far-left New York City Mayor Zohran Mamdani. In a recent promotional video, Mamdani attempted to turn the billionaire's Manhattan penthouse into political ammunition for his tax-the-wealthy, anti-capitalist crusade to fund socialist experiments throu...
Epic FAFO: Far-Left NYC Mayor Mamdani Attempts To Defuse Info War Against Ken Griffin Citadel's Ken Griffin should have absolutely zero tolerance for far-left New York City Mayor Zohran Mamdani. In a recent promotional video, Mamdani attempted to turn the billionaire's Manhattan penthouse into political ammunition for his tax-the-wealthy, anti-capitalist crusade to fund socialist experiments through a proposed pied-à-terre tax. Happy Tax Day, New York. We’re taxing the rich. pic.twitter.com/Wky2LFXC9W — Mayor Zohran Kwame Mamdani (@NYCMayor) April 15, 2026 For Griffin and Citadel, alarm bells should be ringing because these unhinged Marxists in City Hall will attempt to ruin the Citadel brand through an information war and create years of political headaches. An internal message from Citadel's COO to employees, likely leaked to The Wall Street Journal earlier last week, appears to have been a warning shot to Mamdani and his Marxist pals that Griffin has had enough of their political games. In a true 'FAFO' moment, CCO Gerald Beeson bashed Mamdani for the political stunt: "It is shameful that he used Ken's name as the example of those who supposedly aren't carrying their fair share of the burdens associated with New York City's often costly and wasteful spending." Beeson warned that further political games risk Citadel pulling back or even halting a $6 billion redevelopment of 350 Park Avenue, which would create "6,000 highly paid construction jobs and support the creation of more than 15,000 permanent jobs in Midtown New York." Why Mamdani's team of socialists decided to launch an info war operation against Griffin and Citadel is a very good question, and it appears not to have been well thought out. Griffin holds some unique cards. He can easily cancel the 350 Park Avenue redevelopment plan and stage a Chicago-style exodus, much like he did several years ago when Citadel moved to Florida. This move would certaintly rattle Wall Street. This reality is likely dawning...
tadamichi/iStock via Getty Images Wall Street’s largest technology companies helped push the S&P 500 ( SP500 ) to record highs despite continued conflict in Iran. Now investors are turning to this week’s earnings reports to see whether the rally can continue, Bloomberg News reported Sunday. Alphabet ( GOOG ) ( GOOGL ), Microsoft ( MSFT ), Amazon ( AMZN ) and Meta ( META ) are scheduled to report r...
tadamichi/iStock via Getty Images Wall Street’s largest technology companies helped push the S&P 500 ( SP500 ) to record highs despite continued conflict in Iran. Now investors are turning to this week’s earnings reports to see whether the rally can continue, Bloomberg News reported Sunday. Alphabet ( GOOG ) ( GOOGL ), Microsoft ( MSFT ), Amazon ( AMZN ) and Meta ( META ) are scheduled to report results on Wednesday, followed by Apple ( AAPL ) the next day. Together, the five companies are worth nearly $16 trillion and account for roughly one-quarter of the S&P 500’s total market value. The broader market has surged 13% over the past four weeks, powered largely by stocks dubbed as the Magnificent Seven, which also includes Nvidia ( NVDA ) and Tesla ( TSLA ). Several of those stocks have climbed more than 25% since the market’s March low. The rebound followed a weak first quarter, when investors worried that major technology firms were spending too aggressively on artificial intelligence. That selloff reduced valuations and set the stage for a comeback as confidence improved. Analysts expect the Magnificent Seven to post first-quarter earnings growth of 19%, compared with 12% for the rest of the S&P 500. Strong profit growth has helped justify valuations that remain above the broader market. Still, risks remain. Rising oil prices tied to the Iran conflict could keep inflation elevated, while concerns persist over whether massive AI investments will generate sufficient returns. Combined capital spending by Microsoft, Alphabet, Amazon and Meta is projected to reach $649 billion in 2026, up sharply from $411 billion in 2025. Those spending levels are pressuring cash flow. Amazon is expected to post negative free cash flow in the first quarter, while Meta’s free cash flow is projected to hit its lowest level in nearly four years. Both Meta and Microsoft have also announced workforce reductions as they balance costs. Investors are expected to focus heavily on cloud-comput...
Greater Manchester Police to look into ‘possible assault’ York earned EFL promotion with draw in chaotic finale Police will investigate a video which seems to show a York City player punching a fan after the Minstermen clinched promotion back to the Football League on Saturday. An extraordinary conclusion unfolded at Rochdale, where York claimed a 1-1 draw thanks to Josh Stones’ goal in the 13th m...
Greater Manchester Police to look into ‘possible assault’ York earned EFL promotion with draw in chaotic finale Police will investigate a video which seems to show a York City player punching a fan after the Minstermen clinched promotion back to the Football League on Saturday. An extraordinary conclusion unfolded at Rochdale, where York claimed a 1-1 draw thanks to Josh Stones’ goal in the 13th minute of stoppage time. The point was enough to secure top spot in the National League and a return to the EFL for the first time in a decade, leaving their hosts consigned to the playoffs. Continue reading...
cherdchai chawienghong/iStock via Getty Images If a market pundit had appeared on Bloomberg on February 28th and stated these two things: 1) the Strait of Hormuz would remain effectively closed in late April and 2) the market would be at all-time highs despite all the negative impacts to the global economy due to only a trickle of traffic through this chokepoint, he would have met with a staggerin...
cherdchai chawienghong/iStock via Getty Images If a market pundit had appeared on Bloomberg on February 28th and stated these two things: 1) the Strait of Hormuz would remain effectively closed in late April and 2) the market would be at all-time highs despite all the negative impacts to the global economy due to only a trickle of traffic through this chokepoint, he would have met with a staggering amount of skepticism. Yet here we are. Carson Investment Research, Bloomberg - February 2026 As I noted in a recent article , there are few economic drivers in the U.S. economy that are not sputtering right now. The main one, outside massive fiscal deficit spending by the federal government, is the huge surge of tech spending on the AI infrastructure buildout. Quarterly results last week from Intel ( INTC ) and Texas Instruments Incorporated ( TXN ) showed again the power of the AI Revolution, at least for those firms that are supplying the ' picks and shovels ' for this modern gold rush. Shiller PE Ratio (Multpl) While I am happy my portfolio (roughly 30% short-term treasuries & cash/70% covered call holdings) is hugging all-time high-water marks, it is getting harder to believe the market reflects the reality of the current economic and geopolitical backdrop. Especially at these valuation levels. In today's article, I highlight five signs that the equity markets are increasingly disconnected from reality. #1 - Consumer Sentiment Consumer spending accounts for nearly 70% of the U.S. economy. A struggling consumer should be a significant headwind to both economic growth and stock market dynamics. And yet April's consumer sentiment readings hit their lowest level since data first started to be collected on this metric in 1978. FRED, Kobeissi Letter Think about that for a moment. Current U.S. consumer sentiment is lower than it was during the Stagflation of the late 1970s, below that of the double-dip recession of 1980-1982, and under that of the Internet Bust and 9/11. Thi...
Beyond cutting back on driving, households are slicing deeper into their budgets, with some even forgoing healthcare Get our breaking news email , free app or daily news podcast As soon as petrol prices started to rise in response to the Middle East conflict, many Australians – already grappling with high living costs – changed their spending habits. Beyond cutting back on driving, households are ...
Beyond cutting back on driving, households are slicing deeper into their budgets, with some even forgoing healthcare Get our breaking news email , free app or daily news podcast As soon as petrol prices started to rise in response to the Middle East conflict, many Australians – already grappling with high living costs – changed their spending habits. Beyond cutting back on driving, households are slicing deeper into their budgets, with some even forgoing healthcare. Continue reading...
Bayer AG is counting on the US Supreme Court to pare down lawsuits over its top-selling Roundup weedkiller and help corral the decade-long litigation that has cost the company more than $10 billion and cast a pall over its stock price. Bayer’s attorneys during arguments Monday will urge the high court to overturn a $1.25 million Missouri jury verdict for a man who claims Roundup caused his non-Hod...
Bayer AG is counting on the US Supreme Court to pare down lawsuits over its top-selling Roundup weedkiller and help corral the decade-long litigation that has cost the company more than $10 billion and cast a pall over its stock price. Bayer’s attorneys during arguments Monday will urge the high court to overturn a $1.25 million Missouri jury verdict for a man who claims Roundup caused his non-Hodgkin lymphoma and should have had a cancer warning label. The company contends that since US regulators didn’t require a cancer warning, federal law bars those types of suits. Officials of the German pharmaceutical and crop-science giant are banking on a favorable ruling from the justices, saying on the company website that “could largely end the Roundup litigation.” Bayer, which has already spent billions of dollars defending and settling Roundup cases, recently reserved $11.25 billion ( €9.6 billion ) to deal with approximately 65,000 outstanding suits, according to the company’s latest securities filings . Bloomberg Intelligence analyst Holly Froum estimated in a note that about $787 million in existing Roundup verdicts could be affected by the Supreme Court case. If the justices rule for Bayer, “it would eliminate plaintiffs’ strongest claim.” The court will rule by early July. Bayer officials have steadfastly insisted the weedkiller is safe and doesn’t cause cancer. The US Environmental Protection Agency has found that glyphosate, the active ingredient in Roundup, is “unlikely to be a human carcinogen” and has not required a cancer warning on its label. Still, the company removed the version based on glyphosate from the US residential market in 2023. But the company has struggled to contain the litigation it inherited after buying Roundup manufacturer Monsanto for $63 billion in 2018. Out of 28 cases that have gone to trial since 2015, plaintiffs have won 11, according to Bayer’s 2025 annual report . Several have produced major damage awards. “From an operational persp...
Clients no longer just describe their symptoms, they arrive with screenshots of dense articles, AI chatbot information and the phrase ‘I’ve done my research’ The modern mind is a column where experts discuss mental health issues they are seeing in their work Ben* sat across from me, explaining how his low motivation, lethargy and trouble sleeping seemed like depression from content he had seen onl...
Clients no longer just describe their symptoms, they arrive with screenshots of dense articles, AI chatbot information and the phrase ‘I’ve done my research’ The modern mind is a column where experts discuss mental health issues they are seeing in their work Ben* sat across from me, explaining how his low motivation, lethargy and trouble sleeping seemed like depression from content he had seen online. I made a recommendation to get his bloodwork done with his GP, who advised that Ben was low in vitamin D and iron, which can mimic depressive symptoms. Under the care of his GP, Ben’s symptoms quickly resolved without requiring further psychological intervention Thuy* made an appointment with me, armed with information and old school and university records after her colleague was diagnosed with attention deficit hyperactivity disorder. After going through the assessment process, I diagnosed her with inattentive ADHD, a commonly underdiagnosed condition among women and girls. Thuy was relieved and felt as though her life finally made sense to her, after years of assuming she was “just lazy”. What is the study design? Is it a controlled trial or a single-case report? Locate it on the evidence hierarchy. Who was studied? Did the research include people like yourself in age, gender, health status or ethnicity? A study on 20-year-old athletes may not apply to a 60-year-old with a chronic condition. Who is behind it? Check the funding source and author affiliations. Is it published in a reputable, peer-reviewed journal? Be warned: the peer-review system itself is under assault from AI-generated “slop papers” – fake studies churned out to pad academic CVs – making vigilance even more paramount. What are the numbers? How many participants were involved? Are the results statistically significant and do the authors openly discuss the study’s limitations? What is the consensus? Is this a lone finding or does it align with the broader body of evidence? What do other independent ex...
From avocado to hemp, extra virgin olive and rapeseed, the shops are packed with various oils. But what is worth spending money on? And are any of them actually better for you? The world of cooking oils is confusing. I keep spotting new ones on supermarket shelves, trumpeting their health claims. Cold-pressed avocado oil, extra virgin macadamia oil, organic coconut oil, premium hemp seed oil … Eve...
From avocado to hemp, extra virgin olive and rapeseed, the shops are packed with various oils. But what is worth spending money on? And are any of them actually better for you? The world of cooking oils is confusing. I keep spotting new ones on supermarket shelves, trumpeting their health claims. Cold-pressed avocado oil, extra virgin macadamia oil, organic coconut oil, premium hemp seed oil … Even familiar oils are mired in controversy. Is it OK to cook with olive oil? Should you avoid seed oils? Meanwhile, prices keep rising – earlier this month, Walter Zanre, the CEO of Filippo Berio UK, said supermarkets were “ taking the mickey ” out of customers over olive oil pricing. I asked the experts which oils are really worth splashing out on. Continue reading...
The uptick in children focused on skincare has some experts concerned about body image and mental health. But others warn of the risks of rushing to ‘medicalise’ new trends or behaviours Sephora stores are being overrun with tweens pumping product testers. Eight-year-olds film themselves on “Sephora hauls” and GRMW (get ready with me) videos , applying collagen boosting serums and retinol creams f...
The uptick in children focused on skincare has some experts concerned about body image and mental health. But others warn of the risks of rushing to ‘medicalise’ new trends or behaviours Sephora stores are being overrun with tweens pumping product testers. Eight-year-olds film themselves on “Sephora hauls” and GRMW (get ready with me) videos , applying collagen boosting serums and retinol creams for their nonexistent wrinkles. And party bags are stuffed with face masks and fluffy headbands, instead of glitter and gummy bears. The rise of Sephora kids is a widely reported issue, but the uptick of children “obsessed” with skincare has some experts concerned about the long-term effects of age-inappropriate products and increased occupation with appearance at such a pivotal age. Continue reading...