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Why AI Will Break the Back of Interest Rates, and How We Get Paid Either Way

Free Update

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Sep 2, 2026

Why AI Will Break the Back of Interest Rates, and How We Get Paid Either Way

Everyone is reading the bond collapse wrong

Tim Melvin
Tim Melvin
4 Momentum Stocks to Buy, and 4 to Sell

Momentum

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Sep 1, 2026

4 Momentum Stocks to Buy, and 4 to Sell

It's been a good month

Tim Melvin
Tim Melvin
2 Additions to the High Conviction Biotech List

Biotech

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Aug 20, 2026

2 Additions to the High Conviction Biotech List

The only way to make money off biotech

Tim Melvin
Tim Melvin
Credit Markets Urge Caution, And Our Income Portfolio Is Prepared

Income

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Aug 19, 2026

Credit Markets Urge Caution, And Our Income Portfolio Is Prepared

You can be too

Tim Melvin
Tim Melvin
What Happens If AI Falls Short of the Bet the Market Has Made

Free Update

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Aug 14, 2026

What Happens If AI Falls Short of the Bet the Market Has Made

The bubble won't pop the way we expect

Tim Melvin
Tim Melvin
12 Of Our 16 Small-Cap Value Stocks Are In The Green

Value

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Aug 12, 2026

12 Of Our 16 Small-Cap Value Stocks Are In The Green

The scorecard from the Q2 reporting season that just wrapped

Tim Melvin
Tim Melvin
We just took profits on two 100%+ winners

Special Message

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Aug 5, 2026

We just took profits on two 100%+ winners

While the market white-knuckled AI headlines, we doubled our money. Twice.

Tim Melvin
Tim Melvin
Profits on 2 100%+ Momentum Winners

Momentum

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Aug 4, 2026

Profits on 2 100%+ Momentum Winners

And two new positions

Tim Melvin
Tim Melvin
The AI trade nobody's watching

Special Message

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Jul 31, 2026

The AI trade nobody's watching

Real estate might be the better bet.

Tim Melvin
Tim Melvin
I begged you to buy REITs. They're up 20%. Here's what's next.

Special Message

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Jul 30, 2026

I begged you to buy REITs. They're up 20%. Here's what's next.

Same pattern, different sector.

Tim Melvin
Tim Melvin
We Begged You to Buy Real Estate. Hotels Are Up 42%.

REITs

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Jul 28, 2026

We Begged You to Buy Real Estate. Hotels Are Up 42%.

REITs up 20% overall, and the portfolio is matching stride for stride

Tim Melvin
Tim Melvin
What We Do at Flagship Report

Free Update

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Jul 27, 2026

What We Do at Flagship Report

(And What We Refuse to Do)

Tim Melvin
Tim Melvin
25 Dirty-Cheap Stocks Wall Street Pretends Don't Exist

Premium Update

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Jul 23, 2026

25 Dirty-Cheap Stocks Wall Street Pretends Don't Exist

All trading below tangible book value, right now

Tim Melvin
Tim Melvin
Alternative Income Update: A Tale Of Two Economies

Income

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Jul 21, 2026

Alternative Income Update: A Tale Of Two Economies

The Fed Writes a Report Nobody Reads, So I Read It For You

Tim Melvin
Tim Melvin
The Fed Just Published a Shopping List. Most Investors Will Ignore It.

Free Update

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Jul 17, 2026

The Fed Just Published a Shopping List. Most Investors Will Ignore It.

This is where the money is actually flowing.

Tim Melvin
Tim Melvin
Locking In 100% Gains On Our Small-Cap Momentum Stocks

Momentum

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Jul 14, 2026

Locking In 100% Gains On Our Small-Cap Momentum Stocks

Let’s play with house money

Tim Melvin
Tim Melvin
Small-Cap Deep Value Mid-Year Review

Value

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Jul 8, 2026

Small-Cap Deep Value Mid-Year Review

15.5% average gain and climbing

Tim Melvin
Tim Melvin
The Warning Lights Are Flashing Again

Free Update

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Jul 2, 2026

The Warning Lights Are Flashing Again

If you know where to look

Tim Melvin
Tim Melvin
A Biotech Speculation That Fits the Quantitative Playbook

Biotech

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Jul 1, 2026

A Biotech Speculation That Fits the Quantitative Playbook

Another promising biotech stock for our watchlist

Tim Melvin
Tim Melvin
Real Estate Built America. REITs Let You Own a Piece of What Built It.

REITs

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Jun 30, 2026

Real Estate Built America. REITs Let You Own a Piece of What Built It.

And the time to buy is now

Tim Melvin
Tim Melvin
Where the Money Is: 5 Overseas Stocks Trading at a Third of U.S. Prices

Free Update

+1

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Jun 24, 2026

Where the Money Is: 5 Overseas Stocks Trading at a Third of U.S. Prices

Buy good balance sheets at bad prices - then get paid twice

Tim Melvin
Tim Melvin
The Strategy That Returned 21% a Year for 43 Years - and 5 Small-Caps It Points To Now

Free Update

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Jun 23, 2026

The Strategy That Returned 21% a Year for 43 Years - and 5 Small-Caps It Points To Now

Find the business getting better before the analysts do. Here are five.

Tim Melvin
Tim Melvin
Credit And Our Income Portfolio Are In the Goldilocks Zone

Income

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Jun 23, 2026

Credit And Our Income Portfolio Are In the Goldilocks Zone

Despite the doom-and-gloom headlines

Tim Melvin
Tim Melvin
KKR Just Published Its Picks and Pans for the Next Decade

Premium Update

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Jun 22, 2026

KKR Just Published Its Picks and Pans for the Next Decade

Why they're betting big on defense, electricity, and Asia — and avoiding bonds and housing

Tim Melvin
Tim Melvin
Forget AI Stocks. KKR Says the Real Money Is in What Powers Them.

Free Update

+1

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Jun 21, 2026

Forget AI Stocks. KKR Says the Real Money Is in What Powers Them.

15 names across defense, energy infrastructure, and Asia that fit the thesis — most still cheap

Tim Melvin
Tim Melvin
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This communication is for informational purposes only. It is not intended to serve as a recommendation to buy, sell, or hold any security, is not investment advice, and is not an offer or sale of a security or other products. Information contained within should not be perceived as a research report and is not intended to serve as the basis for any investment decision.

All investments involve risk and the potential for financial loss, and the past performance of a security does not guarantee future results or returns. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website.

© 2026 Tim Melvin. All rights reserved. · theflagshipreport.com