Great summary! It’s impressive to see McDonald’s raise its quarterly dividend to $1.86/share as of Dec 15, 2025 (from $1.77) — a ~5% bump. Given their track record of consistent increases, this reinforces their appeal to income-oriented investors. One question: with a forward yield of ~2.43% at current price and a yield-on-cost of 5.01% for the author’s cost basis, how do you view the trade-off between yield and growth potential for this company versus higher-yield alternatives?

Sounds intriguing.

Impressive.

With #gold—through $GLD—surging about 4% last week and $GDX (gold miners) up around 5%, it seems markets are clearly pricing in Fed rate cuts. How do you think the upcoming CPI and PPI prints could shift that dynamic? Could a surprise upside derail the rally?

Over the past 5 years $PFE is one of the easy stocks to short heading into earnings.

Let it breathe, brother. We want a drop to the $200 mark before any more runs.

Sounds like a low risk investment.

Good read.

100%

I think it comes down to: You screw up, you lose money. You don't, you make money.  $BA screwed up, over and over again.