No Bull Market Without Banks. 3 Stocks With Bullish Charts.

Midstream companies generate stable profits in turbulent markets. Kinder Morgan and Williams are two of the best plays in that sector.

Investors are uncertain about tech companies because of AI spending, not the Iran war. Four major hyperscalers spent $410.2 billion last year, and there’s concern about whether the returns will justify that kind of investment.

Equity LifeStyle Properties and Brookfield Asset Management are my top high-conviction picks for resilient, income-focused retirement portfolios. ELS benefits from the ‘silver tsunami,’ offering stable, inflation-beating income growth via top-tier manufactured housing communities with strong pricing power. BAM delivers a near-5% yield, asset-light fee growth, and exposure to hard-to-replicate infrastructure, with expectations to double business in five years.