1/3 This chart was featured in our new piece, "KCR Micro Model Explained" ↓ loom.ly/gnL8hGs It shows the annualized returns by size & style since 2017. The red bar on the far right of the chart highlights the return of the KCR Micro Portfolio within that period.

Great article by Lance Roberts explaining that the market is exhibiting the signs of a potential bubble, driven by excessive investor optimism and bloated valuations ↓ loom.ly/4UUMgPM

1/2 passive investors often unknowingly invest in questionable companies due to index construction methods based solely on market capitalization. investors should be cautious about the composition of their index funds.

1/3 This chart was featured in our new piece, "Speculative Trading Returns with a Vengeance" ↓ loom.ly/k1_VyGo It updates our 2021 research regarding the performance of low-volume #stocks with stable ownership versus high-volume #stocks marked by high turnover.

The rapid growth of generative #AI is causing a surge in power demand for data centers - raising questions about the U.S. electrical grid's ability to handle the load. Data centers are expected to comprise 16% of total U.S. power consumption by 2030.

1/2 Great insight from Jay Kreske that the recent quarterly data shows Chinese domestic handset makers have pushed Apple’s smartphones out of the top 5 spots. loom.ly/l8tWWg8

𝘽𝙡𝙖𝙘𝙠 𝙨𝙩𝙧𝙞𝙠𝙚𝙨 𝙗𝙖𝙘𝙠 ⚫️ A three-run double from Ryan Callahan, two scoreless innings from jack mount and a Logan Kreske solo homer help Black even the series with a 5-4 win.

Oil companies are utilizing #AI to revolutionize drilling operations in the Permian Basin - leading to enhanced efiiciency and cost reductions. Technological innovation has driven break-even prices to $40/barrel - down from ~$90/barrel in 2012.

1/3 The chart below is featured in our latest piece, "The Merits of Midcaps Made Easy: Part I" ↓ kailashconcepts.com/white-papers/m… It illustrates the weight of Midcap stocks within the Russell 1000 index over the past sixty years.

Leveraged ETFs continue to experience considerable inflows despite structural limitations which often cause severe underperformance. For example, a triple-leveraged ETF tracking the Nasdaq-100 returned just 1% over three years, while the Nasdaq-100 returned 32%.

The #Fed has indicated that it is reassessing their understanding of the "neutral" interest rate, suggesting it may be significantly higher than pre-pandemic levels. The median estimate has gradually risen throughout 2024 and now stands at 3%.

Experience the power of KCR's investment approach. Our Model Portfolios seamlessly blend quantitative and fundamental data to help uncover prime investment prospects in an efficient & evidence-based manner. Explore KCR’s Model #Portfolios ↓ kailashconcepts.com/model-portfoli…

Recent data suggests that the U.S. may be entering an era of booming labor productivity growth similar to the 1990s dot.com period. If achieved, this could dramatically transform the U.S. economy and help manage the Federal debt crisis.

Buffett Is Worrying, Should You? zerohedge.com/markets/buffet…

That's worth ✌️ Logan Kreske's first WSU hit brings home a pair. T2 | 🌾3, 🦈 4

Another two-out knock 👏 We're level thanks to Logan Kreske B2 | 🌾2, 🐘2

Game ✌️ with the Bulldogs 🆚 Louisiana Tech 🕑 2:00 pm CT 🔗 linktr.ee/goshockersbsb

Saturday starters ⬇️

In the gap via Logan Kreske 🔄 B2 | 🌾 1, 🐾 3

Proud to have had these young men as part of our program!