Latest Plans
Read the latest insights into the S&P 500 and Stocks.
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MP Materials Corp (MP)
The rare earth metals sector is currently undergoing a structural transformation from a Chinese-dominated commodity market to a Western-led, sovereign-backed industrial complex, primarily driven by national security and the explosion of “Physical AI” technologies like robotics and drones. Investing in “national champions” like MP Materials (MP) and USA Rare Earth
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ES Weekend May 3
Markets come into the week with ES still firmly in bullish structure, but now with at least one early sign that this directional leg may be nearing a decision point. Buyers were clearly in control again last week. Sellers had multiple opportunities to gain traction and failed badly. Even when
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ES Weekend April 26
Markets come into the week with buyers still firmly in control, and that deserves respect. ES broke its multi-day balance to the upside and closed just above the top of that range, which keeps the short time frame trend pointed higher until proven otherwise. At the same time, I do
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Honeywell (HON)
Honeywell is currently undergoing a structural transformation, headlined by the planned 3Q 2026 spin-off of its Aerospace Technologies segment into a standalone, pure-play entity (ticker: HONA), a move designed to unlock significant value by eliminating the “conglomerate discount” that has historically suppressed its stock price. This segment is a dominant