#investment-strategy
#investment-strategy

12 hours ago

Strategy Posts $12.54B Loss as Bitcoin Holdings Reach 818,334 BTC

Strategy reported a $12.54 billion net loss in Q1 2026 due to significant bitcoin valuation losses despite revenue growth.

Yen Carry Trade on Steroids? Strategist Flags Bitcoin-Linked STRC Yields

Wall Street is underestimating a bitcoin-linked carry trade that offers an 11.52% effective yield, attracting institutional interest.

Cryptocurrency

Strive's (ASST) Bitcoin Treasury Crosses 15,000 BTC After $33.9 Million Purchase

Business

Strategy (MSTR) Pauses Bitcoin Buys Ahead Of Earnings

Tim Draper Says 'You Should Be Scared' Without 6 Months Bitcoin Savings

Companies, families, and governments without bitcoin holdings face serious financial risks as global monetary systems shift.

Billionaire Tim Draper: Be Scared If You Don't Own Bitcoin

Bitcoin is becoming mainstream, with governments supporting the industry and a shift towards digital currencies as a store of value.

12 hours ago

Strategy Posts $12.54B Loss as Bitcoin Holdings Reach 818,334 BTC

Strategy reported a $12.54 billion net loss in Q1 2026 due to significant bitcoin valuation losses despite revenue growth.

Yen Carry Trade on Steroids? Strategist Flags Bitcoin-Linked STRC Yields

Wall Street is underestimating a bitcoin-linked carry trade that offers an 11.52% effective yield, attracting institutional interest.

Strive's (ASST) Bitcoin Treasury Crosses 15,000 BTC After $33.9 Million Purchase

Strive, Inc. has surpassed 15,000 BTC in its treasury after acquiring 444 bitcoin for $33.9 million.

Strategy (MSTR) Pauses Bitcoin Buys Ahead Of Earnings

Strategy pauses bitcoin purchases ahead of earnings, highlighting its shift from software to capital markets reliance.

Tim Draper Says 'You Should Be Scared' Without 6 Months Bitcoin Savings

Companies, families, and governments without bitcoin holdings face serious financial risks as global monetary systems shift.

Billionaire Tim Draper: Be Scared If You Don't Own Bitcoin

Bitcoin is becoming mainstream, with governments supporting the industry and a shift towards digital currencies as a store of value.

Everyone's Talking About TSMC's AI Boom. Smart Money Is Watching UMC Instead

Taiwan Semiconductor Manufacturing is highly valued but carries concentration risks, while United Microelectronics presents a compelling alternative investment opportunity.

17 hours ago

Want Income Without Betting The Farm On Interest Rates? Read This

Vanguard Short-Term Corporate Bond ETF (VCSH) offers a low-cost way to invest in short-dated corporate bonds with consistent monthly payouts.

17 hours ago

If Your Portfolio Is Too American, VXUS Is The Simple Fix

VXUS outperformed the S&P 500 over the past year, highlighting the potential benefits of international investment.

The venture fund paying 8% yield while quietly liquidating in five years

The BlackRock Science and Technology Term Trust generates income through covered calls, securities lending, and realized gains, with a focus on private pre-IPO companies.

MAGS Is Up 181% Since Launch, but 2026 Reveals Its Hidden Weakness

Concentrated investments in mega-cap tech stocks have driven S&P 500 returns, with MAGS providing equal exposure to seven key companies.

BofA Just Deemed Ulta Beauty a High-Quality Compounder. Time to Buy the 26% Pullback?

Bank of America upgraded Ulta Beauty to Buy, citing a favorable entry point after a stock pullback and strong growth potential.

The HELOC at 65 That Lets a Retiree Skip Selling Stocks in a Down Year and Saves $80,000 in Sequence-Risk Damage

Retirees can mitigate market downturn risks by using a home equity line of credit instead of selling investments during a downturn.

A $2 Million Portfolio Still Has a Safety Trap Most Investors Over 60 Miss

Retirees holding large cash reserves risk losing purchasing power due to falling yields and persistent inflation.

Why Your Retirement Age Does Not Matter (But This Number Does)

The gap ratio, not retirement age, determines retirement success by indicating how much of monthly spending is covered by a portfolio.

Retirement

Worry About Yourself Before the Grandkids, Wes Moss Advises

Donna should prioritize her retirement savings over setting up custodial accounts for her grandchildren.

What Retirement Really Looks Like at 60 With $2.3 Million and a Mortgage Still on the Books

Retiring with a mortgage can complicate financial decisions, balancing investment growth against cash flow needs.

The HELOC at 65 That Lets a Retiree Skip Selling Stocks in a Down Year and Saves $80,000 in Sequence-Risk Damage

Retirees can mitigate market downturn risks by using a home equity line of credit instead of selling investments during a downturn.

A $2 Million Portfolio Still Has a Safety Trap Most Investors Over 60 Miss

Retirees holding large cash reserves risk losing purchasing power due to falling yields and persistent inflation.

Why Your Retirement Age Does Not Matter (But This Number Does)

The gap ratio, not retirement age, determines retirement success by indicating how much of monthly spending is covered by a portfolio.

Worry About Yourself Before the Grandkids, Wes Moss Advises

Donna should prioritize her retirement savings over setting up custodial accounts for her grandchildren.

What Retirement Really Looks Like at 60 With $2.3 Million and a Mortgage Still on the Books

Retiring with a mortgage can complicate financial decisions, balancing investment growth against cash flow needs.

more#retirement-planning

We May Soon Find Out Why Warren Buffett and Berkshire Hathaway Have Almost $400 Billion in Cash

Berkshire Hathaway's cash reserves reached $397 billion, the largest in corporate history, following a strategic exit from overvalued equities.

The most pressing questions on Berkshire watchers' minds ahead of Greg Abel's first annual meeting as CEO

Berkshire Hathaway faces uncertainty as Greg Abel takes over from Warren Buffett, with shareholders eager to learn about future management and investment strategies.

Berkshire Hathaway Is Selling Down These 4 Positions. Here's What That Means for Investors

Berkshire Hathaway reduced exposure to major holdings, indicating a reassessment of value and future return potential.

22 hours ago

We May Soon Find Out Why Warren Buffett and Berkshire Hathaway Have Almost $400 Billion in Cash

Berkshire Hathaway's cash reserves reached $397 billion, the largest in corporate history, following a strategic exit from overvalued equities.

The most pressing questions on Berkshire watchers' minds ahead of Greg Abel's first annual meeting as CEO

Berkshire Hathaway faces uncertainty as Greg Abel takes over from Warren Buffett, with shareholders eager to learn about future management and investment strategies.

fromRedfin | Real Estate Tips for Home Buying, Selling & More

Berkshire Hathaway Is Selling Down These 4 Positions. Here's What That Means for Investors

Berkshire Hathaway reduced exposure to major holdings, indicating a reassessment of value and future return potential.

more#berkshire-hathaway

Real estate

How Homeownership Fits Into Financial Independence (and When It Doesn't)

Homeownership can contribute to financial independence but requires careful consideration of goals and financial strategy.

Want $2,200 in Passive Income? Invest $50,000 Into These 3 Dividend Stocks

Dividend income provides consistent cash flow without time demands, making it a key component of passive-income strategies.

How Much Do You Really Need Invested to Replace a $120,000 Salary With Dividends?

A $120,000 salary requires significant capital to replace through dividend income, with varying risks based on portfolio yield.

Business

Stocks That Pay You While You Sleep

High-yield equities provide consistent dividend income, outperforming rental properties and private credit in liquidity and operational ease.

Retirement

Which ETFs Can Replace a $75K Salary on Dividends Alone?

Generating $75,000 annually in dividends requires $2.1 to $2.5 million invested in specific funds.

Want $2,200 in Passive Income? Invest $50,000 Into These 3 Dividend Stocks

Dividend income provides consistent cash flow without time demands, making it a key component of passive-income strategies.

How Much Do You Really Need Invested to Replace a $120,000 Salary With Dividends?

A $120,000 salary requires significant capital to replace through dividend income, with varying risks based on portfolio yield.

Stocks That Pay You While You Sleep

High-yield equities provide consistent dividend income, outperforming rental properties and private credit in liquidity and operational ease.

Which ETFs Can Replace a $75K Salary on Dividends Alone?

Generating $75,000 annually in dividends requires $2.1 to $2.5 million invested in specific funds.

Qualcomm's Path to $208 Runs Through Record Automotive Growth

Qualcomm's Q2 FY26 earnings beat expectations, leading to a price target of $208.78 and a strong buy recommendation.

Real estate

fromwww.housingwire.com

Compass agent expands advisory model with Family Office Team

A new Family Office Team at Compass aims to enhance services for high-net-worth real estate clients, focusing on transaction execution and long-term portfolio strategy.

A $1 Million Portfolio That Quietly Pays You $4,600 a Month, No Job Required

A $1 million portfolio can generate $4,600 monthly income through a balanced approach targeting a 5.6% yield, balancing risk and return.

Five Dividend Growers Trading at Double-Digit Discounts Despite Strong Fundamentals

Valuation is crucial when investing in dividend growers, as high entry prices can diminish returns despite strong dividend growth.

AGQ's Backwardation Squeeze Could Trigger a Delivery Default That Whipsaws Silver

ProShares Ultra Silver ETF has high short-term returns but is not suitable for long-term investment strategies.

XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom

XSD offers an equal-weighted approach to semiconductor investments, allowing smaller companies to influence returns alongside larger firms.

Warren Buffett Owns 2 of the Small Dogs of the Dow: Here's Why You Need to Own All 5

The Dogs of the Dow strategy focuses on investing in the 10 highest-yielding dividend stocks in the Dow Jones Industrial Average annually.

Fundraising

fromresund Startups

Nicolaj Hjer Nielsen: How Business Angels (Really) Invest

Angels prioritize local investments, collaboration, and leveraging networks for funding decisions.

fromTechCrunch

Nicolas Sauvage is betting on the boring parts of AI | TechCrunch

Nicolas Sauvage believes it takes four years for the best investment opportunities to become clear, exemplified by his early bet on AI chip startup Groq.

Apple

fromTNW | Apple

Apple drops net cash neutral target as incoming CEO Ternus prepares to invest in AI and acquisitions

Apple's shift from net cash neutrality allows new CEO John Ternus to invest more in AI and acquisitions instead of solely returning cash to shareholders.

Why Growth Investors Are Ditching FELG for the NASDAQ-100's 9.74% Edge

Fidelity Enhanced Large Cap Growth ETF offers active management at a low cost, targeting large-cap growth stocks to outperform the Russell 1000 Growth index.

This High-Yield Emerging Funds ETF Offers International Diversification

The WisdomTree Emerging Markets High Dividend Fund offers U.S. investors diversification away from domestic-heavy portfolios through emerging market dividend stocks.

This High-Yield ETF Combines Bond Investing With Emerging Market Currencies

Emerging market bonds offer diversification and yield, but are sensitive to US dollar fluctuations influenced by Federal Reserve policies.

This High-Yield Emerging Funds ETF Offers International Diversification

The WisdomTree Emerging Markets High Dividend Fund offers U.S. investors diversification away from domestic-heavy portfolios through emerging market dividend stocks.

This High-Yield ETF Combines Bond Investing With Emerging Market Currencies

Emerging market bonds offer diversification and yield, but are sensitive to US dollar fluctuations influenced by Federal Reserve policies.

more#emerging-markets

This Dividend ETF Is up 30% in 6 Months With a 3.7% Dividend Yield

EINC holds North American midstream energy infrastructure, essentially the pipelines and processing plants that move oil and gas from extraction to usage. The marquee names include Williams Companies, Enbridge, TC Energy, Kinder Morgan, and ONEOK.

Business

How Much Do You Really Need in Treasury Bonds to Replace a $50,000 Salary With Interest

Treasury interest can effectively replace a $50,000 salary with varying capital requirements based on maturity and yield.

Marketing tech

Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance

The communication services sector is dominated by a few mega-cap platforms, affecting passive investment strategies significantly.

Amazon and Tesla Drive One-Third of FDIS as U.S. Spending Surges Despite Recession-Level Sentiment

Consumer discretionary performance hinges on household spending sentiment, which currently shows conflicting signals between low consumer confidence and high retail sales.

Warren Buffett's Parting Gift to Investors Is Crushing the Market 6 Months Later

Warren Buffett's investment strategy has significantly outperformed the S&P 500, with Berkshire Hathaway generating compounded annual gains of 19.8% since 1965.

Business

Warren Buffett Will Never Sell These 4 Favorite 'Forever' Dividend Giants

Business

Why Warren Buffett's cash hoard looks wise and Greg Abel must tread carefully

Warren Buffett's Parting Gift to Investors Is Crushing the Market 6 Months Later

Warren Buffett's investment strategy has significantly outperformed the S&P 500, with Berkshire Hathaway generating compounded annual gains of 19.8% since 1965.

Warren Buffett Will Never Sell These 4 Favorite 'Forever' Dividend Giants

Warren Buffett stepped down as CEO of Berkshire Hathaway, leaving a concentrated portfolio and continuing as chair while Greg Abel takes over.

Why Warren Buffett's cash hoard looks wise and Greg Abel must tread carefully

Warren Buffett's cash reserves are valuable assets, and Greg Abel must manage them wisely as he takes over Berkshire Hathaway.

Venture

Coatue has a plan to buy up land for data centers, possibly for Anthropic | TechCrunch

Coatue has launched Next Frontier to acquire land for data centers near power sources, aiming to enhance AI investment returns.

Upfront's Aditi Maliwal makes 3 bets a year and ignores the hype cycle | Fortune

Aditi Maliwal prioritizes backing individuals over ideas in venture capital, focusing on a few high-quality deals each year.

fromTechCrunch

Coatue has a plan to buy up land for data centers, possibly for Anthropic | TechCrunch

Coatue has launched Next Frontier to acquire land for data centers near power sources, aiming to enhance AI investment returns.

fromLondon Business News | Londonlovesbusiness.com

Upfront's Aditi Maliwal makes 3 bets a year and ignores the hype cycle | Fortune

Aditi Maliwal prioritizes backing individuals over ideas in venture capital, focusing on a few high-quality deals each year.

Gold Faces Headwinds From Higher Yields and Fading Fear but Year-End Targets Shine

Gold prices rise while miners lag due to risk appetite and higher yields affecting investment decisions.

World news

Between the Strait of Hormuz and US retail data, where is gold heading? - London Business News | Londonlovesbusiness.com

Gold prices declined below $4,800 due to market sensitivity to U.S. interest rates rather than geopolitical tensions in the Strait of Hormuz.

fromLondon Business News | Londonlovesbusiness.com

Gold Faces Headwinds From Higher Yields and Fading Fear but Year-End Targets Shine

Gold prices rise while miners lag due to risk appetite and higher yields affecting investment decisions.

World news

Between the Strait of Hormuz and US retail data, where is gold heading? - London Business News | Londonlovesbusiness.com

Gold prices declined below $4,800 due to market sensitivity to U.S. interest rates rather than geopolitical tensions in the Strait of Hormuz.

The One Number That Could Break NANC's AI Rally in 2026

NANC ETF tracks equities bought by Democratic lawmakers, leveraging their trade disclosures to capture potential market advantages.

Everyone's Talking About NVIDIA's Moving Averages. Smart Money Is Watching CrowdStrike Instead

NVIDIA's stock is overvalued while CrowdStrike presents a compelling investment opportunity due to its critical role in AI security.

This 7% Yielding ETF Keeps You Out Of Market Volatility

Monthly distributions have been steady: $0.58 per share on average through 2024 and 2025, with 2026 payments so far landing at $0.60, $0.59, and $0.53.

Business

Robert Kiyosaki Escalates Giant Crash Warning, Says It Could Turn Into Depression

Kiyosaki predicts a 2026-27 market crash, urging investors to prepare capital and buy discounted assets to build wealth.

World news

fromwww.dw.com

Saudi Arabia's public fund to withdraw LIV Golf funding

Saudi Arabia's PIF will cut funding for LIV Golf after the 2026 season due to a shift in investment strategy and macroeconomic factors.

BlackRock's Rob Goldstein: 'Convenience-Layer' SaaS Companies Are 'In Trouble' From AI

Generative AI threatens convenience layer SaaS products that collate public information, requiring firms to reimagine their value propositions to survive.

Oracle's Recent Pullback Creates a Compelling Entry Point for Long-Term Investors

Oracle's stock is positioned for significant upside due to strong AI-driven demand and a favorable price target of $223.71.

fromwww.housingwire.com

Keller Williams CEO details three-bucket M&A strategy for growth

Keller Williams is focusing on accelerated investment to enhance services for brokers without altering its core identity.

3 Dividend Aristocrats I'd Rather Own Than the S&P 500 Right Now

Investing in Dividend Aristocrat stocks like General Dynamics, Fastenal, and PepsiCo is crucial for future downturns amid current market optimism.

3 Unstoppable Growth Stocks For Years Of Passive Income

Passive income from blue-chip dividend stocks provides reliable cash flow, especially during economic uncertainty.

Why Wes Moss Thinks Many People Should Skip Long-term Care Insurance

Retirement planning should encompass long-term care needs, as income can be redirected from discretionary spending to healthcare expenses.

Tech industry

fromTheregister

Microsoft lifts 2026 CapEx by $25B to cover price rises

Microsoft anticipates $190 billion in capital expenditure by 2026, driven by rising component costs and a focus on AI infrastructure.

Tech industry

Meta is spending up to $145 billion this year on AI. When asked about signs of ROI, Zuckerberg said 'that's a very technical question' | Fortune

Meta Platforms is significantly increasing its AI infrastructure spending, raising capex guidance to $125-$145 billion for 2026.

Media industry

fromAxios

LIV Golf reportedly loses Saudi funding as tour's future looks murky

LIV Golf will no longer receive funding from the Public Investment Fund after this season.

Strategy's STRC Becomes World's Largest Preferred Stock in Under One Year, Saylor Says

Strategy's STRC instrument reached $8.5 billion in nine months, targeting a $3.5 trillion private credit market.

Czech Central Bank Chief Backs Bitcoin As 1% Investment

Czech National Bank incorporates Bitcoin into its strategy to enhance returns while maintaining inflation control and overall portfolio risk.

Pay Off Student Loans or Invest in the Market? George Kamel's Advice

Paying off student loans can provide financial freedom and peace of mind, outweighing potential investment gains.

fromInvesting.com

Marketing tech

Redburn lifts Snap, cuts Pinterest, keeps Sell on Reddit in social media shake-up By Investing.com

Second-tier social media platforms must pivot strategies to survive in a bifurcated online advertising market driven by AI.

fromThe Nation

Meet the Upstart Candidate Running in NY for What May be Among the Most Powerful Offices in the Country

Drew Warshaw aims to reform New York's comptroller office by shifting pension investments to low-cost index funds to improve financial management.

Want $1,188 in Passive Income? Invest $5,000 Into These 3 High-Yielding Stocks

Dividends provide passive income, with high-yield equities offering attractive returns compared to risk-free benchmarks in 2026.

Great Time to Buy Crypto May Follow 50% Index Drop, Bloomberg Strategist Says

The Bloomberg Galaxy Crypto Index may decline further before a clearer buying opportunity in cryptocurrencies emerges.

Real estate

RDOG investors face a reliability coinflip as quarterly payouts fluctuate wildly

RDOG's high yield may indicate unsustainable payouts, requiring careful evaluation rather than automatic investment enthusiasm.

3 Dangerous Dividend ETFs to Sell Before May and Go Away

Selling weak ETFs before May and investing in stronger ones is advisable for better portfolio performance.

Why MCHI, KWEB, and FXI Could Be Your Best Bets on China's Recovery

Chinese stocks have spent the last five years really testing the patience of even the most hardcore contrarians. Between the property sector struggles, the crackdown on tech platforms, and the constant friction over chip exports and tariffs, valuations have been pushed down across the board.

European startups

Take a Monthly Pension Over a Lump Sum, Says Wes Moss

Choosing a pension of $411 per month is better than a $58,000 lump sum based on an 8.5% return analysis.

Philippe Laffont's Coatue Is Betting Billions on These 3 AI Stocks. Here's Why Smart Money Sees AI Dominance

Coatue Management is heavily investing in companies central to the AI infrastructure, anticipating significant long-term value creation.

While Everyone Sold KDP, Bill Nygren Bought. Now the Rally Is Here.

Bill Nygren's Oakmark Select Fund increased its position in Keurig Dr Pepper, anticipating growth despite execution risks, leading to significant stock gains after earnings beat.

This risky monthly income ETF yields over 20%, but beware of volatility surges

SVOL ETF generates high income by shorting VIX futures but risks significant losses during market volatility spikes.

Billionaire Howard Marks Is Buying These 3 Power and Real Asset Stocks for the AI Boom

Oaktree Capital Management is investing in physical assets due to increasing demand and supply constraints in energy and computing sectors.

This Schwab ETF Charges $3 a Year Per $10,000 Invested and Holds Nearly Every Stock in America

A small number of companies drive the majority of stock market returns, making market-cap-weighted index funds a reliable investment strategy.

5 Virtually Unknown Passive Income Stocks With 6% and Higher Dividends

Dividend stocks provide reliable passive income and solid total returns through dividends and capital appreciation.

3 Fintech Stocks To Own For Years of Passive Income

Passive income from dividend-paying stocks offers stability amid market volatility, ensuring consistent cash flow without the need for market timing or predictions.

Passive Income Investors Are Grabbing These 6% Dividend Stocks Hand-Over-Fist

Dividend stocks provide dependable passive income and solid total return opportunities for investors.

Want $580 in Passive Income? Invest $5,000 Into These 3 Dividend Aristocrats

Passive income from high-yield dividend stocks offers reliable cash flow without management, appealing in today's cost-of-living environment.

5 Virtually Unknown Passive Income Stocks With 6% and Higher Dividends

Dividend stocks provide reliable passive income and solid total returns through dividends and capital appreciation.

3 Fintech Stocks To Own For Years of Passive Income

Passive income from dividend-paying stocks offers stability amid market volatility, ensuring consistent cash flow without the need for market timing or predictions.

Passive Income Investors Are Grabbing These 6% Dividend Stocks Hand-Over-Fist

Dividend stocks provide dependable passive income and solid total return opportunities for investors.

Want $580 in Passive Income? Invest $5,000 Into These 3 Dividend Aristocrats

Passive income from high-yield dividend stocks offers reliable cash flow without management, appealing in today's cost-of-living environment.

Suze Orman Says Put 50% in VOO. Here's Why She's Right

A balanced portfolio should consist of 50% in VOO and the rest in select individual stocks for optimal performance.

Want $7,902 in Passive Income? Invest $29,333 Each Into These 3 High-Yield Dividend Stocks

High-yield dividend stocks provide consistent income and liquidity, offering a financial cushion independent of employment stability.

Experts point out big problems with Social Security fix

Social Security faces financial issues, and a proposed bipartisan solution involving borrowing and investing has drawn significant criticism from experts.

American Bitcoin ($ABTC) Activates 11,000 New Bitcoin Miners, Expanding Hashrate Capacity

American Bitcoin Corp. expanded its mining capacity by adding over 11,000 machines, increasing its operational hashrate significantly.

'An investment thesis is not a religion': $44 billion CIO warns you need to figure out how you might lose money, not just make it | Fortune

Investors must critically assess their investment theses and consider potential losses to avoid complacency.

Every Wall Street Analyst Says Buy Alaska Air. The Stock Has Lost 43% in a Decade.

Alaska Air Group has a unanimous buy consensus despite a decade of poor stock performance and recent financial struggles.

fromJezebel

The Stock Market Can Stay Irrational Longer than You Can Stay Solvent

Allbirds' stock surged 600% after announcing a shift to AI, illustrating market irrationality during manias.

3 Stocks To Buy For a Lifetime Of Passive Income

Market volatility emphasizes the importance of passive income from high-yield dividend stocks for financial stability.

XSHD's 5.42% yield masks a painful two year dividend decline retirees should know

XSHD offers a 5.42% dividend yield, focusing on low-volatility small-cap stocks for income-focused investors.

The Commodity ETF That Solved K-1 Complexity and Delivered 89% in Five Years

PDBC offers a tax-efficient way to invest in commodities without K-1 forms, delivering significant returns in an inflationary environment.

Warren Buffett's favorite market indicator is flashing a warning | Fortune

The Buffett Indicator signals potential market trouble as it indicates stocks may be overvalued relative to the economy.

Why Doctors and Lawyers in High-Tax States Are Moving Money Into Muni Bonds as Rates Rise

High earners in California face a 54% tax burden on investment income, driving them towards municipal bonds for better after-tax returns.