The High Yield Is Not the Edge. The Cash Engine Behind It Is.
Eleven of the highest-yielding stocks in the S&P 500. What matters is what is left after they pay you.
Phaetrix Investing
I’m Nancy. Most stop at research. Phaetrix publishes the decision, the risk rules, and what happened after. I write for investors who want process, discipline, and defined risk.
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The 10 Best-Performing S&P 500 Stocks of 2026
The leaderboard tells you where the money went. The numbers tell you whether the story still holds.
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Two accounting lines tell two different stories. Only one can be right.
What I Do When a Stock Falls and Nothing Is Wrong
A falling price is not automatically a broken thesis. But it is not automatically a buying opportunity either.
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When Profits Outrun Revenue
Why I Stopped Reading Analyst Reports
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What My Wrong Growth-Stock Calls Had in Common
Seven mistakes revealed one flaw in how I classified compounders, turnarounds, and emerging platforms.
Compounding Looks Different From the Inside
The work improved. The results never made emotional sense.
SanDisk: The Earnings Are Real. Will They Last?
The stock trades at 6.6× forward earnings because the market expects the NAND cycle to return. SanDisk’s new contracts may determine whether it is right.
Style Drift Is Information
Investors usually abandon a strategy behaviorally before they abandon it intellectually.