economy
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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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While our psychology has undoubtedly been integral to survival, it can often lead you astray when it comes to investing. Let’s discuss the “Sell America” trade, why the consensus was wrong in April, and where the real opportunities are emerging now.
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The Trump Admin has declared war on Wind. With 6 GW of energy in jeopardy, Solar is emerging as the beneficiary. No one would’ve predicted that last November. For the story and the stock , you know where to click.
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“The market will move in a way that makes fools out of the most people” – Socrates… or Jamie Dimon… or maybe me? I don’t know. Doesn’t matter. Just as everyone got behind the cyclical trade, it takes a break. For my take on why it took a break today – it wasn’t November Payrolls…
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A lot of effort goes into picking winners and losers. Two years since ChatGPT’s launch… and it turns out the worst choice was making a choice.
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The best companies in the market have been brutally sold post-earnings. I think CrowdStrike may break the trend. Full article, I’ll tell you why and what it means for the rest of the market going into year-end.
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In this episode of Conversations from the Canopy, Don brings in Frank Ferritto, a man with a decade plus experience in wealth management, to talk about how tax loss harvesting can generate alpha for a portfolio. It is the first of December; the clock is ticking to identify which names – if any – make…
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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…
Gorilla With Glasses 