Articles

Envista: Assessing the BofA Price Target Raise and Portfolio Positioning

1h ago
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Philip Carter
Envista: Assessing the BofA Price Target Raise and Portfolio Positioning - Article cover image

Goldman's Grim Shift: A Portfolio Strategist's Guide to the Software Sector Reckoning

2h ago
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Philip Carter
Goldman's Grim Shift: A Portfolio Strategist's Guide to the Software Sector Reckoning - Article cover image

SDVY's Dividend Cut: Assessing the Quality Factor and Portfolio Impact

2h ago
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Philip Carter
SDVY's Dividend Cut: Assessing the Quality Factor and Portfolio Impact - Article cover image

Chevron's Argus Upgrade: A Structural Case for a Quality Energy Allocation

3h ago
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Philip Carter
Chevron's Argus Upgrade: A Structural Case for a Quality Energy Allocation - Article cover image

Portfolio Construction: SCHQ vs. SPLB for Long-Duration Exposure

3h ago
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Philip Carter
Portfolio Construction: SCHQ vs. SPLB for Long-Duration Exposure - Article cover image

Fifth Third Bancorp: Assessing the Evercore ISI Catalyst and Merger-Driven Valuation

4h ago
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Philip Carter
Fifth Third Bancorp: Assessing the Evercore ISI Catalyst and Merger-Driven Valuation - Article cover image

BofA's Neutral on TMHC: A Sector Rotation Signal Amid Valuation Appeal

4h ago
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Philip Carter
BofA's Neutral on TMHC: A Sector Rotation Signal Amid Valuation Appeal - Article cover image

PulteGroup's Institutional Case: A Quality Play in a Challenging Housing Cycle

4h ago
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Philip Carter
PulteGroup's Institutional Case: A Quality Play in a Challenging Housing Cycle - Article cover image

VXUS vs IEFA: A Portfolio Allocation Decision on Risk Premium and Quality

4h ago
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Philip Carter
VXUS vs IEFA: A Portfolio Allocation Decision on Risk Premium and Quality - Article cover image

D.R. Horton: A Sector Rotation Candidate Amidst Structural Headwinds

4h ago
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Philip Carter
D.R. Horton: A Sector Rotation Candidate Amidst Structural Headwinds - Article cover image

NuScale Power: A First-Mover Bet on SMR Commercialization

4h ago
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Philip Carter
NuScale Power: A First-Mover Bet on SMR Commercialization - Article cover image

IXUS vs. IEMG: A Portfolio Strategist's Guide to International Allocation

5h ago
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Philip Carter
IXUS vs. IEMG: A Portfolio Strategist's Guide to International Allocation - Article cover image

Strategy Inc. (MSTR): A High-Conviction Bet on Bitcoin as a Strategic Asset Class

7h ago
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Philip Carter
Strategy Inc. (MSTR): A High-Conviction Bet on Bitcoin as a Strategic Asset Class - Article cover image

HubSpot: Piper Sandler's Price Target Cut and the Software Sector Rotation Thesis

8h ago
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Philip Carter
HubSpot: Piper Sandler's Price Target Cut and the Software Sector Rotation Thesis - Article cover image

Voya Financial Q4 2025: A Quality Earnings Print with Sector Rotation Implications

8h ago
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Philip Carter
Voya Financial Q4 2025: A Quality Earnings Print with Sector Rotation Implications - Article cover image

Unum Group: A Capital Allocation Play in a Challenging Claims Environment

9h ago
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Philip Carter
Unum Group: A Capital Allocation Play in a Challenging Claims Environment - Article cover image

Morgan Stanley's HIMX Downgrade: A Sector Rotation Signal or a Quality Factor Misstep?

11h ago
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Philip Carter
Morgan Stanley's HIMX Downgrade: A Sector Rotation Signal or a Quality Factor Misstep? - Article cover image

Roblox Q4 2025: A Conviction Buy for Quality Growth or a Sector Rotation Headwind?

11h ago
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Philip Carter
Roblox Q4 2025: A Conviction Buy for Quality Growth or a Sector Rotation Headwind? - Article cover image

Alpine Income Property Trust: A Portfolio Allocation View on Growth, Leverage, and Sector Rotation

12h ago
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Philip Carter
Alpine Income Property Trust: A Portfolio Allocation View on Growth, Leverage, and Sector Rotation - Article cover image

Teradyne: Assessing the AI-Driven Pivot and Portfolio Implications

13h ago
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Philip Carter
Teradyne: Assessing the AI-Driven Pivot and Portfolio Implications - Article cover image

News Corp: Assessing the Institutional Case for a Quality Buy

13h ago
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Philip Carter
News Corp: Assessing the Institutional Case for a Quality Buy - Article cover image

NRG Energy: Assessing the Capital Allocation and Sector Rotation Thesis

13h ago
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Philip Carter
NRG Energy: Assessing the Capital Allocation and Sector Rotation Thesis - Article cover image

ESAB: A Quality Compounder in a Sector Rotation Context

13h ago
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Philip Carter
ESAB: A Quality Compounder in a Sector Rotation Context - Article cover image

OneMain Financial: Assessing the Capital Return Thesis and Sector Positioning

13h ago
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Philip Carter
OneMain Financial: Assessing the Capital Return Thesis and Sector Positioning - Article cover image

Blue Owl Capital: AUM Milestone Amidst Private Credit Sector Rotation

13h ago
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Philip Carter
Blue Owl Capital: AUM Milestone Amidst Private Credit Sector Rotation - Article cover image

Anthropic's Financial AI: A Sector Rotation Opportunity in Quality Data Providers

14h ago
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Philip Carter
Anthropic's Financial AI: A Sector Rotation Opportunity in Quality Data Providers - Article cover image

Decoding the IBIT Squeeze: A Structural Vulnerability in Institutional Crypto Exposure

15h ago
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Philip Carter
Decoding the IBIT Squeeze: A Structural Vulnerability in Institutional Crypto Exposure - Article cover image

KKR Q4 2025: Assessing Fee Quality and Capital Allocation for Portfolio Construction

16h ago
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Philip Carter
KKR Q4 2025: Assessing Fee Quality and Capital Allocation for Portfolio Construction - Article cover image

Molina, Amazon, Illumina, Coty: A Portfolio Strategist's Guide to Sector Rotation and Risk Adjustment

16h ago
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Philip Carter
Molina, Amazon, Illumina, Coty: A Portfolio Strategist's Guide to Sector Rotation and Risk Adjustment - Article cover image

BSV vs. SMB: An Institutional Assessment of Short-Term Bond ETFs

16h ago
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Philip Carter
BSV vs. SMB: An Institutional Assessment of Short-Term Bond ETFs - Article cover image