usdaed

This foray into the realm of workers’ compensation, disclosed on January 22nd, represents a new position for Azarias. A mere 1.31% of their reportable assets, to be precise. A trifling sum, one might think, were it not for the sheer audacity of investing in a sector generally regarded as…stable. One must admire their contrarian spirit, even if one questions their judgment. It is a truth universally acknowledged, that a fund in possession of good sense must view insurance with a degree of skepticism.

There exist, by the latest count, a mere handful of these regal dividend payers. A select club, indeed, and one that demonstrates a rare commitment to rewarding investors – or perhaps, merely a shrewd understanding of human nature.

Over the past five years, a mere blink in the geological timescale of commerce, Costco shares have generated a total return of 182%. A perfectly respectable number. Not quite enough to fund a private space program, but certainly enough to acquire a truly impressive collection of novelty socks. The question, naturally, is whether this trajectory will continue. Will Costco remain a haven for bargain hunters and bulk buyers, or will it succumb to the inevitable entropy that affects all things? Let’s investigate, shall we?

Micron (MU +2.18%). They make memory chips. Sounds dull? Trust me, it’s not. Think of them as the pick-and-shovel merchants of the AI gold rush. Everyone’s obsessed with the shiny new AI tools, but someone needs to supply the basic building blocks. Micron provides the memory chips that let those fancy AI accelerators actually, you know, do something. It’s not glamorous, but it’s essential. And, as it happens, the stock has already jumped nearly 28% this year. I’m not saying it’s a sure thing – nothing ever is – but it feels…promising. Let’s unpack why, shall we?

On the twenty-second of January, this Clear Creek – a firm presumably adept at navigating the currents of commerce – saw fit to add one hundred and thirty-two thousand and twenty-five shares of this Treasury Bill ETF to its holdings. A transaction, we are told, amounting to a respectable nine million, nine hundred and seventy thousand dollars. A considerable sum, to be sure, though hardly enough to purchase a principality. One wonders, however, if it is wisdom or merely… a surfeit of prudence that guides their hand.

The novice, adrift in a sea of ticker symbols and pronouncements, often seeks a guiding star, a vessel sturdy enough to weather the storms. The answer, surprisingly, is not to chase the ephemeral brilliance of individual stocks, but to gather a constellation of them, bundled together in the form of exchange-traded funds – those quiet, unassuming galleons that navigate the currents with a measured grace. These funds, in their essence, are a collective memory, a distillation of countless hopes and anxieties, and they offer a path, however winding, toward a semblance of stability.

Which brings us to IonQ. It’s a company operating in a field called quantum computing, which, if you’re anything like me, sounds like something out of a science fiction novel. And, truthfully, it kind of is. Traditional computers, the ones we use every day, store information as bits – ones and zeros. Quantum computers, however, use something called qubits. Now, a qubit isn’t just a one or a zero; it’s a one and a zero, simultaneously. It’s a bit like being both awake and asleep at the same time. A dizzying thought, and one that allows these machines to perform calculations that would take even the most powerful supercomputer centuries, if not millennia.

They picked up 153,558 shares. A tidy sum. Enough to make a dent. The filing showed it back in January. They weren’t just buying, they were adding. Boosting their stake in LMBS. The ETF itself gained a bit over seven million in value, a combination of new money and the market doing its usual dance. It wasn’t a splash, more of a calculated ripple.

The purchase brings Ergawealth’s allocation to FTHI to 22.8% of its reported 13F assets. This is not a mere adjustment; it is a statement. The fund, which employs a covered call strategy on the S&P 500, is, in essence, a device for trading potential capital gains for a predictable income stream. To concentrate so heavily on such a strategy suggests a diminished expectation of robust market appreciation.

I’ve seen enough quarterly reports to know a setup when I see one. Here’s the lay of the land, three reasons why Alphabet is worth a look before the bell rings on the fourth. Don’t expect a charity case, though. This isn’t about hope. It’s about probability.