FlashNotes

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.

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.

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.

With mega-cap earnings on deck and the private credit situation unfolding, it is easy to overlook opportunities in other names. Here’s a few stocks in my sight and on my radar: PLD, UNH, SPOT, and AMZN.

Good afternoon as we approach the close. I’ve been traveling these last few days, but I got a trade alert this morning. I was stopped out of half of a position I’m up 23% in over two months. So, I have a little money to redeploy. For the name of the winner that got trimmed,…

The 9:25 is back: leaner, sharper, and making one bold call: S&P 7000 by year-end. September has a reputation as the market’s worst month. But, what happens when it bucks the trend? Qualitative and quantitative points align in a powerful setup: 7000 is in play before 2026.

Last month, I highlight some golden opportunities to leverage the price action in gold. This morning, it is paying off. Find out what’s caused the move, how to manage (hopefully) your 9-18% gain, and why it isn’t too late to get in on this.

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… 🖱️

My thoughts on what the worst PPI in 3 years means for stocks: More Concentration.