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3 days ago3 min read
The Depression Trade
News of an impending recession is spreading like wildfire on Wall Street. Over the weekend, Trump admitted there will be some "pain" in...

Jan 152 min read
Double Or Nothing In Trump Casino
Two trading days until Trump is inaugurated on the MLK holiday. I've read no pundits warning that next week is the locus of disaster....

Jan 28, 20242 min read
Big Tech Earnings Preview 1.0
Last week I noted that the July high coincided with Netflix earnings which is usually the first "FANG" stock to report during the...

Jan 15, 20241 min read
NVIDIA: The Magnificent One
January 14th, 2024: "Nvidia Corp. is off to its strongest-ever start to a year by one measure...the artificial-intelligence darling has...
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