Why did dividend stocks beat tech over the past year
Came across a Dr Wealth article comparing dividend investors with tech focused portfolios over the past year. The argument is that “dividend uncles” quietly outperformed while tech investors chased narratives. The numbers make sense, but this feels very rate driven and cyclical. Dividend strategies are not automatically better just because they worked in one phase. Original article here: https://drwealth.com/dividends-uncles-have-thrashed-tech-bros-for-the-past-year-but-what-comes-next/$Apple(AAPL)$ $NVIDIA(NVDA)$ $UMS(558)$ $Venture(V03)$
I wrote an article this week about five stocks I personally hold that dropped hard after earnings. I wanted to share it here because this is the uncomfortable part of investing most people dont talk about. In my case, some drops look like expectations resetting, while others force me to seriously question my thesis. Im not claiming this approach is right for everyone. Curious how others here decide whether to hold, add, or cut after earnings driven sell offs. Original article here: https://drwealth.com/5-stocks-that-crashed-this-week-after-reporting-earnings-and-i-hold-all-of-them-heres-whats-im-doing-loser-alert/ $Advanced Micro Devices(AMD)$ $Estee Lauder(EL)$
Is the growth stock sell off just a temporary correction?
I read a Finbite Insights article framing the recent sell off as a broader growth stock repricing, not just a software issue. The macro explanation around rates and valuations makes sense, but I am not sure it fully captures the risk of prolonged underperformance. When growth narratives unwind, multiples often stay compressed longer than expected even if earnings hold up. Original article here: https://finbiteinsights.substack.com/p/not-just-software-growth-stocks-whacked $Salesforce.com(CRM)$ $Uber(UBER)$ $Intuit(INTU)$ $ServiceNow(NOW)$ $Adobe(ADBE)$
I read an article by Dr Wealth attributing Indonesias sharp market drop mainly to MSCIs investability comments. I understand the index driven selling argument, but I am not fully convinced this should be seen as a clear opportunity. MSCI doesnt usually raise these concerns lightly, and issues like free float and market access tend to take time to resolve. Even if selling pressure eases, capital might not return quickly. Original article here: https://drwealth.com/indonesia-stocks-plunge-16-after-msci-questions-investability-whats-going-on-and-is-this-an-opportunity/