Nataliya Vaitkevich/Pexels

Micron looks mispriced for the long haul, here’s what the market missed

Micron’s stock has sprinted into year-end on a wave of artificial intelligence optimism, but the market is still treating it like a short-cycle memory trade rather than a strategic infrastructure asset. I see a company whose earnings power, balance sheet and product mix have quietly shifted the long-term equation, leaving the current valuation out of…

Read More
Image Credit: The White House - Public domain/Wiki Commons

‘Big, beautiful bill’ kicks in as optimism builds for 2026 economy

The United States is heading into 2026 with a rare mix of political bravado and cautious economic optimism. President Donald Trump’s signature tax-and-spending package, widely branded the “big, beautiful bill,” is now moving from talking point to lived reality, reshaping incentives for households, companies, and global investors. As the provisions phase in, I see a…

Read More