The Market’s Fire Alarm
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Higher Interest Rates Will Make It Even Harder for Nvidia to Satisfy Investors
A clean beat-and-raise that would have been enough three weeks ago may not be enough now.
The Most Important Thing
What many market participants are missing is that the non-AI economy is faring poorly as growth decelerates.
Should the rate of growth in AI capital spending moderate… Katie Bar the Doors.
Slugflation (sluggish growth and persistently high inflation) is here and is not market friendly.
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Pearls of Wisdom From Quoth the Raven
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Three Stock Trades That an Indy 500 Team Would Approve Of
Let’s run through three trades made by three of our team and discuss how what makes them great investors is no different from what makes a great Indy 500 team.
More Tales From Nvidia: The Transfer of Risk to Retail Investors (Issue #193!)
“The AI Boom will become a story of one of the largest destructions of shareholder value in history.”
– Financial Times
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The Call Skew Is Insane
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Charts of the Day: How Expensive Are the Markets?
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Tweet of the Day
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