investing
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I was wrong. 🚦 We aren’t witnessing the green light for stupid; we are witnessing the Green Lantern for it. 🟩 🚀 Let me give you my take on “easy money” leaving orbit, and fill you in on the market’s naughty habit of testing a brand-new Fed Chair the second he steps into the office.…
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🔔 The most important stock in the most important sector is reporting this week: Nvidia (NVDA) 📈 I am not that concerned. Need I say more? 🤔 Maybe just a little. While everyone is staring at NVDA, the bond market is making moves that could pull the rug out from under the animal spirits. 🖱️…
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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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🤔 Are we ready for $5T companies? Ready or not, here they come. 🚀 Nvidia was first. With the Overton Window broken, I’m looking at two specific behemoths to follow suit… It’s GOOG and AAPL, if you were wondering. One is leading in the AI wars where its biggest rival is failing, and the other…
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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…
Gorilla With Glasses 