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Let's clear the air before you read another word: I do not believe in the existence of an actual Super Bowl script. For the initiated, there's a theory that the NFL pre-determines not only which teams ...

UTG is rated 'Buy' for its modern utilities focus, AI supercycle exposure, and consistent dividend growth. DNP is rated 'Hold' due to its traditional utility focus, higher premium to NAV, and lower ...

As anyone who regularly follows my work knows, I am very bullish on infrastructure, and in particular, the infrastructure surrounding the AI boom. This is because the U.S. is having to invest enormous ...