finance
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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.
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It’s the 11th Hour on 11th Street on November 14th. Don gives you his insight on the tech wreck, what it means for the market, and how it could play out. He makes the case that it may be time to finally buy META and ORCL, offers ways to diversify the portfolio beyond tech, and…
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In a matter of days, valuation has reasserted itself as a valuation for stocks. How did it happen? How do we break it? What can be done in the meantime? In the process of tackling those questions, Don also takes some time to outline how this ceiling undermines bubble-claims and actually supports the notion that…
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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.
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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.
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What did Powell really say at the October FOMC? What does it mean for markets? Don takes on both of those questions in this week’s 9.25. Alongside the Fed recap, Don let’s you in on the tech-opportunity he is most excited for, gives you everything you need to know for the upcoming slate of earnings…
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Welcome to the busiest week of the quarter… and maybe the rest of the year. This week I breakdown what September’s tame CPI print means for the the busiest week of S&P 500 earnings and the crucial October FOMC meeting. Specifically, he takes a look at what could reverse the rotation out of momentum and…
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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.
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The lack of regulatory oversight in private credit was always a known risk, mitigating the probability it evolves into a systemic event. As we wrapped up last week, there was a scare in private credit. Don gives you his insight on what this means for the market, goes over the technical setups for another week…
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This week, the 9:25 delves into the renewed tensions shaping US-China trade dynamics. I make my case for a downside surprise on inflation and follow-up on what companies like Delta and McCormick reveal about the economy. With earnings season kicking off, I get you ready for the key players like JP Morgan and TSM. Finally,…
Gorilla With Glasses 