finance
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📰 Headlines hold the power in this market. 📈 No economic or corporate report can resist the power of a single headline out of the Middle East. As such, this week’s commentary focuses on matters that will survive the conflict, what to watch as it continues to unfold, and poses the question all investors should…
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The market threw in the towel last week as fears surrounding Iran🛢️ and inflation 📈 have brought ⛰️ rate hikes ⛰️ back into the markets. I couldn’t DISAGREE more. For the counterpunch 👊, two integral stocks you need to watch 👀, and a new tactical position I put on into Friday’s close 💵… you know…
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📊 Despite easily beating internal and external expectations, NVDA has given up 10% since turning in their numbers📉 🤔What’s wrong with Nvidia?🤔 📣 I’ll tell you.
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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…
Gorilla With Glasses 