Posts by Lucas Downey

AI has annihilated software companies. Forced selling has sent many names to multi-year lows. This is great news for value hunters. Software stocks just triggered 2 ultra-rare bullish signals. While markets sit near all-time highs, massive rotations have created wide dispersion…especially in technology stocks. Semiconductors levered to memory and storage have zoomed. Software companies have… Read more »

It’s a violent money shift for the ages. Money is rotating. In 2026, tech stocks dump as small-caps and cyclicals ignite. The late great Yogi Berra once said, “You can observe a lot by watching.” He was right. When it comes to investing, the biggest edge comes from observing the most basic principle: Supply and… Read more »

AI stocks have captivated everyone from Wall Street to Main Street. There’s a lot of hype in this area, so choose carefully. Focus on the biggest earnings growers loved by institutional investors. Here are the best AI stocks to buy now for 2026. Having a process is critical to finding leading stocks. At MoneyFlows, we… Read more »

We are in the midst of a violent leadership shift. Left-behind names are rallying hard. The 2026 market rotation leaves the S&P 500 in the dust. There is a catchup trade that’s been in motion for months. Fed rate cuts, economic strength, and growing Capex have helped unleash a violent risk-on rally in smaller companies…. Read more »

We are witnessing one of the largest rotations in recent memory. New leadership is leaving mega-cap Tech stocks in the dust. We believe small-cap dominance will prevail in 2026. You may not realize it, but a large swath of stocks are under immense accumulation. It’s hard to see it when you only look at the… Read more »

There have been huge moves in the market lately. Precious metals and technology are on everyone’s mind. We see a bigger opportunity in the latter. We’ll make the case to buy semiconductors over silver in 2026. New calendar years bring new leaders. Institutional investors deploy capital in hopes to outperform benchmarks. This is one reason… Read more »

Stocks are bringing joy this holiday season. The uptrend quietly notched a new high for the S&P 500 yesterday. And that wasn’t the only stocking stuffer for investors. Volatility crashed to new lows in 2025. This year is proof that investors should always prepare for the unexpected as it relates to markets. We all dealt… Read more »

Investors need to explore new areas next year. Plenty of left behind companies present big opportunities. Here are the best oversold consumer stocks to buy for 2026. We’ve been on record about the rotation occurring under the surface of the market. Last week we made the case to own high-quality small caps in 2026. And… Read more »

As investors approach 2026, they need a game plan for a historically volatile scenario. The election cycle has predictable trends that we all need to heed. Here is the midterm election year strategy for 2026. Our portfolios have benefited from Mega-cap dominance in the last few years. At last measure, the top 10 stocks in… Read more »

As markets rotate, leaders emerge. Follow the money to find them. Here are the best large-cap stocks to buy now for December 2025. Right now, we’re in a powerful green zone for markets. Back to 1990, the 6-month period of November – April has generated an average gain of 6.8% for the S&P 500 and… Read more »