May 2026
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I was wrong. 🚦 We aren’t witnessing the green light for stupid; we are witnessing the Green Lantern for it. 🟩 🚀 Let me give you my take on “easy money” leaving orbit, and fill you in on the market’s naughty habit of testing a brand-new Fed Chair the second he steps into the office.…
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🔔 The most important stock in the most important sector is reporting this week: Nvidia (NVDA) 📈 I am not that concerned. Need I say more? 🤔 Maybe just a little. While everyone is staring at NVDA, the bond market is making moves that could pull the rug out from under the animal spirits. 🖱️…
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🚨 SOUND THE ALARM 🚨 💰💰💰 Berkshire has AGAIN added to its cash-pile 💰💰💰 🤔 What does the world’s greatest investor know that we don’t? Nothing 😮💨 This cash position is the result of a disciplined strategy, not a fear impulse. I have the chart to prove it and make the case that while Buffett’s…
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🤔 Are we ready for $5T companies? Ready or not, here they come. 🚀 Nvidia was first. With the Overton Window broken, I’m looking at two specific behemoths to follow suit… It’s GOOG and AAPL, if you were wondering. One is leading in the AI wars where its biggest rival is failing, and the other…
Gorilla With Glasses 