Unconflicted market insights, stock picks & macro trends for independent investors. Get the 76report and Model Portfolios. Co-Founders @trish_regan @Rob_Hordon
Joined November 2023
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Are we at a turning point for long-term interest rates?
After this week’s bad inflation news, short rates moved higher… but long rates came down.
In the latest 76report—Opportunities Emerge Amid Higher Long-Term Rates—
we review three dividend plays that stand out in the current environment. ⬇️⬇️⬇️
76research.com/quicktakes/3e…
🤖 Made with AI
Is Netflix the Next Blockbuster?
Once seen as one of the leading tech platform businesses in the world, shares of Netflix have drastically underperformed over the last year and a half.
Since reaching its all-time high towards the end of June 2025, $NFLX has declined some 46%. Meanwhile, the S&P 500 has gained approximately 28%.
When a good business suffers a significant share price decline in a relatively short time frame, it sometimes creates an interesting value opportunity. After all, you have more or less the same business, just a lower price tag.
But a collapse in the share price could also set the stage for the dreaded value trap by potentially signaling genuine and potentially permanent impairment of the underlying business.
Unfortunately, in the case of Netflix, we see the risk of a value trap as quite high.
Read more ⬇️
76research.com/quicktakes/25…
🤖 Made with AI
Iran Is Running Out of Financial Oxygen—Will Oil Prices Finally Break?
With midterm elections on the horizon and the Federal Reserve now hiking interest rates, the price of crude oil may be the single most important variable shaping both the economic and political outlook.
If oil remains elevated, it threatens to keep inflation sticky, push long-term bond yields even higher, and force the Fed to increase already high interest rates.
Yields on One-Year Treasury bonds—now hovering around 4.5%—have already climbed approximately half a percent since the end of August.
This signals that the bond market has already priced in two additional quarter-point rate hikes over the next twelve months, following its most recent rate hike in September.
At the same time, high energy prices appear to be the biggest political vulnerability facing Republicans heading into November. Gasoline prices are now roughly 50% higher than before the Iran war began, infuriating many.
As painful as today’s oil prices are for investors and consumers alike, we see good reasons to remain optimistic that relief will eventually come.
Continue reading… ⬇️⬇️⬇️
76research.com/quicktakes/5f…
META’s AI Breakout—How Far Can It Go?
Our thesis on $META, which we shared with subscribers in January, is playing out with the stock up 36% month to date.
Thanks to agentic AI, this may just be the beginning. Read more ⬇️
76research.com/quicktakes/02…
The Rate Hike Trump Didn’t Want—But Why It Could Lead to Lower Rates Down the Road ⬇️⬇️⬇️ #Fed #Warsh #rates
76research.com/quicktakes/cf…
The AI Doomsday Scenario—What Should Investors Believe?
AI has in many respects become the key growth driver of the American economy—through direct investment in hardware and infrastructure, wealth effects, and the creation of new businesses.
AI is also a central pillar of the Trump economic agenda.
Strangling AI development—by applying the same logic of “existential risk” that has been mobilized by climate change activists against fossil fuel companies in recent years—would severely damage the American economy.
It would also almost certainly derail the MAGA movement.
Read more ⬇️⬇️⬇️
76research.com/quicktakes/81…
Why Markets Fell Back in Love With Crypto—Will It Last This Time? ⬇️
#Bitcoin #crypto
76research.com/quicktakes/b6…
The Long Bond Selloff: How Worried Should You Be? ⬇️
76research.com/quicktakes/28…
Prepare, Don’t Predict: Investing Amid Renewed Middle East Turmoil ⬇️
76research.com/quicktakes/02…
Warsh Is Serious About Inflation—But Signals an Improving Outlook…. Key takeaways from the new #Fed Chair’s debut. ⬇️⬇️⬇️
76research.com/quicktakes/06…
🤖 Made with AI
SpaceX Crosses $2 Trillion - But Is It for Real? WATCH! ⬇️⬇️⬇️ $SPCX
76research.com/quicktakes/3e…
AI Trade Wobbles as Markets Brace for SpaceX IPO ⬇️⬇️⬇️ $SPCX
76research.com/quicktakes/4d…
Watch! ⬇️
JOIN ME LIVE FOR THIS MARKET SELL-OFF! Nasdaq off 3% - Bitcoin breaks $60k… and yet all on GOOD NEWS!
Do you BUY or SELL? I’ll tell you what I’m doing — plus —FULL analysis with my @76research team!! youtube.com/live/6Wo6-uXuQEM…
Why @nvidia’s Bold Move Into CPUs Is a Big Win for This Model Portfolio Stock Pick ⬇️⬇️⬇️ $NVDA
76research.com/quicktakes/3a…
NVIDIA Delivers Durable—and Broadening—Growth. Read latest MAG7 MONITOR. ⬇️ $NVDA
76research.com/quicktakes/7f…
