Completing Our Quarterly EPS All-Stars Reconstitution With 8 Buys
We’re adding two new holdings to the Portfolio’s EPS growth-focused basket, and upsizing six others.
More Tales From Nvidia: AI and AI Accounting Gone Rogue (Issue #256!)
Well, I finally figured out how OpenAI keeps getting their valuation marked up. New top-secret Super Intelligent technology:
This is straight B.S. Let’s see if the IRS does something, or they just find it fruitful to pick on some guy that runs a gas station for not declaring cash purchases:
Position: None
A Bull Market and a Bear Market at the Same Time
Higher interest rates are splitting the market into SI winners and everyone else.
Higher Bond Yields Are a Worldwide Phenomenon
Position: None
A Bond Tell
Position: None
Howling About an Economy ‘Running Hot’
Wolf Street howls about a domestic economy running hot.
Position: None
Oversold Oscillator
The S&P Oscillator remains oversold at -5.17% vs. -4.98%
I have no index positions on currently.
Position: None
Tweet of the Day
Position: None