Dick Kaplan - Comments

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Doing Well By Doing Good: Dump Your American Stocks
4 days ago
Is it too early to call a meaningful shift away from the dollar based on one political speech, or are there broader structural signals supporting this view?
Forecasted Stock Market Returns Are Very Low
7 days ago
A picture can be worth a thousands words. This one speaks volumes.
Dear Jerome Powell, Are You Sure The Fed Is In A Good Place?
8 days ago
Yes they are, dollars value is the Job of the treasury not the Fed.
The BNPL Boom Uncovers Fresh Opportunities On Wall Street As Fintech Surge Gathers Momentum
11 days ago
Great overview of the BNPL opportunity! Since this was written, we’ve actually seen the BNPL market continue to expand rapidly — recent industry forecasts now project the global BNPL ecosystem to grow into the hundreds of billions of dollars by the end of the decade, with strong adoption in both developed and emerging markets, and significant integration into e‑commerce platforms worldwide.

At the same time, regulatory scrutiny and consumer risk concerns are rising in places like the UK and EU, which could reshape how BNPL providers structure credit and affordability checks.

Given these developments, do you think the current landscape makes BNPL stocks more of a long‑term growth story, or should investors be focusing more on companies that are expanding into broader fintech ecosystems (e.g., embedded finance and digital wallets) rather than pure BNPL plays?
In this article: PYPL, AFRM
This Biotech Is Selling Birth Control — For Rats
11 days ago
Given SenesTech’s focus on rodent fertility control, what are the main revenue growth levers you see over the next 2–3 years — expansion into new geographic markets, partnerships with municipalities, or potential licensing opportunities — and which do you think is most critical for the stock’s upside?
In this article: SNES
Winter Storm Fern Has Ultilties Fighting Mother Nature - The Energy Report
11 days ago
With Winter Storm Fern causing prolonged outages and extreme natural gas price spikes, how do you assess the longer‑term implications for utilities’ investment priorities (e.g. grid hardening, storage solutions, and fuel diversity), versus short‑term emergency responses?
Why Investors Should Pay For PEY
11 days ago
You argue the expense ratio isn’t too high in context, but how should investors weigh that cost against long‑term compounding, especially given cheaper alternatives exist?
In this article: PEY, SCHD, RSP, VYM, SMDV
The Big Short Just Blinked
1 month ago
Good read. Bearish.
In this article: TSLA
10 Low Payout Ratio Stocks With High Dividend Yields
2 months ago
Dividends are absolutely worthless when you’re losing your principal investment! $PRU Was $130-$135 stock a year ago! It’s was $135 stock over a decade ago! Sorry but $PRU has been absolutely awful dividends included! This Co really needs to get their act together and fast! The fact that it’s trading nearly $30 a share cheaper than it did a decade ago is ridiculous! The markets have done nothing but explode to record all-time highs for the past decade! $PRU went backwards in the most bullish market in history!
Bearish
In this article: AES, BMY, PRU, SON, SUN, NEWT, VRTS, SIRI, XRAY, SSTK
Lucid Group, Inc. Stock: Gains 4% As Canada Opens Orders For The Lucid Gravity Touring SUV
2 months ago
I think they have access to Tesla's network.
In this article: LCID
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