stocks
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Hawkish Fed? 🤷 War in Iran? 🤷 Rising inflation? 🤷 Space X IPO? 🤷 It is tough to be a bear in this bull market. At some point though, you have to ask: What would it actually take? I can think of one think that’ll make bears feel a little better, even if only temporarily.
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Some are certainly feeling vertigo as The Street is inches from coming full circle on software😵💫. Not those — like you — who have been following my work 💯. You’ve been on the right side of the debate the entire time 🏆. Click below for everything you need to know for a BUSY week and…
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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.
Gorilla With Glasses 