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Morgan Stanley Direct Lending: Why Its Portfolio Is Relatively Insulated Vs. Tariffs (Archive)

Tariffs, rate cuts, and recession risks leave MSDL a higher‑risk neutral hold.

Eagle Point Credit: Why I'm Buying The Notes And Preferreds But Avoiding The Common Stock (Archive)

Risk-aware CLO credit strategy prioritizing resilient cash flows to safeguard downside.

Enbridge: Get In Now To Enjoy A Multi-Year Bull Run (Archive)

Enbridge is poised for outsized, resilient EBITDA growth and a potential multi-year bull run.

Dell: Buy Now To Ride Its Growth And Margin Tailwinds (Archive)

Riding Dell’s powerful AI server growth and expanding higher-margin infrastructure mix.

IonQ Is Trading At Dangerous, Speculation Level Valuations (Archive)

IonQ’s rich valuation, weak guidance, and deteriorating cash burn warrant a clear Sell stance.

Rocket Lab: Do You Like To Buy Expensive, Overvalued Things? (Archive)

Rocket Lab’s rich valuation masks near-term growth hiccups and only modest upside catalysts.

Petrobras: My Top Bet For Positive Returns In A Market-Wide Correction (Archive)

Petrobras: low-cost oil powerhouse poised to outperform in a market-wide correction.