August 2025
-
Surprise! A soft pivot from Powell at Jackson. I break down how this changes the state of play for stocks and set the table for the most important earnings report of the season: Nvidia (NVDA). Finally, we wrap up with a fun game of “buy, sell, or hold” featuring AMD, OXY, FTNT, WMT, UNH, LLY,…
-
Expectations for Jackson Hole did not meet reality in the best way possible. I heard a soft-pivot form Powell. For my immediate take on the Jackson Hole keynote, you know what to do.
-
The sell-off in software has the attention of many. Palo Alto may have just reminded the market of the obvious: not all software is the same. For my take on what Palo Alto’s quarter signals for the software trade—and a definitive list of winners 🏆 and losers ❌ — you know what to do… 🖱️
-
Subscribers eat first. We’re going to be talking about the fallout from the worst PPI inflation reading since June 2022, what to expect on Friday at Jackson Hole, preview corporate earnings that punch well above their market cap weight, and reveal another name that’s been the beneficiary of my regret minimization cash pile. Don’t miss…
-
My thoughts on what the worst PPI in 3 years means for stocks: More Concentration.
-
Did a 🌶️Habanero Hot 🔥 PPI just open the door for Q3 Volatility? Click around and find out why this matters and what level on the S&P 500 I’ll be watching over the coming weeks.
-
Didn’t feel up to recording yesterday, but I had to make good on my promise to set the table for Cava (CAVA), Brinker International (EAT), and Applied Materials. The stories and charts are waiting.
-
Payrolls made the Fed look offside but earnings bolstered the market for a feel-good, bounce back week following Friday’s sell-off. This week I get you prepared for fresh inflation data and quarterly reports from some of the hottest names in tech that you may not be as familiar with as you should be.
-
A forgotten gem in the AI-story. The story and the trade. Nothing more; nothing less in less than 60s.
Gorilla With Glasses 