February 2026
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It certainly sounds like a huge week for markets: Nvidia, PCE, The Demise of Software, Private Credit Blow Ups, a New Tariff Plan Post SCOTUS… but, I am not expecting much. In this edition of the pregame, I’ll explain why I’m ignoring the Nvidia noise, point you toward a sector positioned for a breakout, and…
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Although a number of well-known stocks report this week, between Friday’s PCE and GDP release… this week belongs to the macro. But, that won’t stop me from talking about those well-known names that are worth a look for your portfolio. Click for everything you need for the week ahead.
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I’m sure the slide in software has caught your attention. It has reached a new level of stupid as it spills over in cybersecurity. Click here for the chart that illustrates how stupid the market has become.
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💠Did the USD just bottom? It is on the board 💠More on that and all the money moving events on the docket this week: Mag 7 Earnings, Palantir, Reddit, Uber, and everything you need to know for jobs data.
Gorilla With Glasses 