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Lucas Downey

September 2025

$30 Billion in NFL Bets Will Run Through This AI Stock

September 4, 2025Lucas Downey

  Football season starts tonight, with the Super Bowl Champion Philadelphia Eagles playing the Dallas Cowboys.   Then Sao Paulo, Brazil will be the site of the Los Angeles Chargers playing Mr. Taylor Swift and the Kansas City Chiefs tomorrow.  I’m in the minority when it comes to loving football – I’m more of a hockey guy, personally. But the data shows that football is far and away the most popular sport in America. A 2024 Gallup poll showed 41% of

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August 2025

2 Stocks to Buy in a Volatile Earnings Season

August 12, 2025Lucas Downey

August remains as choppy as we warned it would be… Weeks ago, we discussed how August kicks off a gauntlet of weak seasonal trends. That’s certainly been the case lately… as plenty of stocks are suffering under the surface of an S&P 500 that’s slightly up on the month. And a lot of this suffering is coming on the other side of company earnings reports. FactSet recently highlighted how harshly investors are penalizing earnings misses in 2025. Below, you can

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July 2025

When the Fed Cuts, Buy These Stocks

July 29, 2025Lucas Downey

  One the biggest haggling points for markets in the last few years has been around interest rates.   Interest rates determine mortgage terms, stock behavior, and myriad other economic factors.   If you’ve tried to purchase a home recently, you know that payments have ballooned from the low-interest rate environment of years ago.  Interest rates also determine how stocks behave. Warren Buffett famously stated that interest rates are to asset prices what gravity is to the apple.  While major indices like

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