November 2025
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Happy Thanksgiving! A different kind of rotation is setting up some true Black Friday Bargains in the market. The GPU-TPU drama is triggering intra-sector shifts that have turned Nvidia’s pullback into a potential doorbuster sale. And in consumer staples, an old name appears to be taking the best-in-breed consumer crown from Costco. For the tickers…
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In this episode of Conversations from the Canopy, Bastion returns for an in-depth discussion on stable coins; Don gets Bastion’s take on Cathie Woods’ revised 2030 Bitcoin target; and each offer their insights into the massive declines in crypto.
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What to do after the ugliest reversal of 2025? Check the charts! In addition to going over the major technical levels on the charts that matter, Don gives you his take on what’s causing the sentiment correction and how Fed Funds may be playing a sneaky role in all of it. Finally, Don wraps up…
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Happy Nvidia Day! Ready for the most important earnings release remaining in 2025? Of course you are, which means you know it is tonight! Check out my preview to find out what Wall Street is actually looking for and how I will measure the response in the price.
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It’s the 11th Hour on 11th Street on November 14th. Don gives you his insight on the tech wreck, what it means for the market, and how it could play out. He makes the case that it may be time to finally buy META and ORCL, offers ways to diversify the portfolio beyond tech, and…
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In a matter of days, valuation has reasserted itself as a valuation for stocks. How did it happen? How do we break it? What can be done in the meantime? In the process of tackling those questions, Don also takes some time to outline how this ceiling undermines bubble-claims and actually supports the notion that…
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Have you noticed the shadow rally in the U.S. Dollar? I think it has legs. You are a scholarly investor; you are curious what the implications are. Check out the full article, for your curiosity’s sake… and while you’re there, maybe I can sell you on a potential trade.
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If Palantir is getting slammed after a report like that… no stock is safe. Valuations are back. Here is what I am doing about it… and, my thoughts on adding to Uber that’s getting the Palantir treatment today.
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What did Powell really say at the October FOMC? What does it mean for markets? Don takes on both of those questions in this week’s 9.25. Alongside the Fed recap, Don let’s you in on the tech-opportunity he is most excited for, gives you everything you need to know for the upcoming slate of earnings…
Gorilla With Glasses 