3 ideas from this batch

AT&T is returning $10B to shareholders and nobody cares — buy the ultimate safety trade

While the market obsesses over AI spending and Mag 7 earnings, AT&T is being ignored despite returning $10 billion to shareholders via a buyback. A stock trading at 8 times earnings with a 4.6% yield is priced for permanent decline, but the

Middle East peace breaks out and markets are breathing a huge sigh of relief — ride the broad stock rally

The sudden de-escalation between the US and Iran removes the single biggest source of market fear from the past few weeks — the threat of an oil-driven inflation spike. With oil dropping over 5%, investors are breathing a sigh of relief and

Middle East peace is melting oil's war premium — short energy stocks before the gap-down catches up

When military tensions ease suddenly, the fear premium built into oil prices evaporates fast — and energy stocks drop to catch up with the new reality of cheaper crude. Because Iran is explicitly conditioning its pause on U.S. restraint, th