inflation
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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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Three massive stories… and we haven’t even talked Mag 7 earnings yet. Here is my breakdown of the UAE handing OPEC its two weeks’ notice, the fresh round of OpenAI bear-signaling, and Powell’s farewell presser.
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Microsoft. Apple. Amazon. Meta. Alphabet. This is the week. Lock in. Also, futures have become stingy with the rate cuts. It isn’t the problem. Why? Click below; find out.
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🐂Bull markets climb a wall of worry🧱 Markets price in all “knowns”, bear and bull cases alike. I’m actually more concerned when there isn’t a bear case to contend with, as that leaves us vulnerable to surprises. This week shifts earnings dominate the docket. So far – early days, admittedly – CFOs are acting as…
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🤝Diplomacy failed ❌ 🛢️Oil went higher 📈 🤵 Stocks went lower📉 ✅ Makes Sense👌 But, the door will remain open for a TACO moment until 10AM… and earnings start this week. I have a lot to say about this pivotal week… somehow I kept under 350 words. Witness this miracle. Click below.
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🤔Was it nothing more than a short squeeze?📈 Well, it was certainly a short squeeze, but that doesn’t necessarily validate or disqualify this rally as a bear trap or the real deal. Click for insight on how I am approaching the markets and everything you need to navigate the coming week: from 📊 inflation 📊…
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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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⚖️ While most brace for higher yields to weigh on equities, this morning’s move looks different🔍 Read my contrarian take on today’s rise in yields. Spoiler: It has nothing to do with CPI inflation.
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🍾Happy New All-Time Highs 🥂 Stocks did it. They climbed the wall of worry and did not succumb to it. If you stuck around, then you managed the same feat. Congratulations. It got scary there for a moment. Now, we play the confirmation game. Can the new highs be trusted? If we get confirmation from…
Gorilla With Glasses 