This Market Looks Like It Was Built on a House of Cards
As I look out to the housing market in Miami and beyond to the AI trade, I’m feeling a bit of déjà vu.
AI Trade Sees Remarkable Rotation as Market Concerns Grow
I’m buying two promising biotech names as the market grows more nervous.
New AMD Price Target After Nvidia ‘Superchip’ Threatens Key Business
Advanced Micro Devices appears ripe for some bloodletting after a major Nvidia and Microsoft update.
Nvidia Comes Out Swinging: 8 Key Items Shaping the Stock Market Monday
Talks drag on, May Manufacturing PMI data, more memory chip pain, and other headlines are moving stocks this morning.
Explosive Ceasefire, Nvidia Shows ‘Spark’, Dimon Eyes Exuberance
U.S. and Iran trade fire over the weekend, Nvidia unveils a new super chip, and Jamie Dimon says exuberance ain’t so bad …
While Everyone’s Swinging for the Fences, I’ll Continue to Hit Singles
Extreme concentration and 100x earnings multiples aren’t my game. This off-the-radar tech trade is.
May Monthly Roundup: Sell in May? No Way!
We put capital to work in several holdings, booked massive gains on two others, and added a new candidate to the Bullpen.
Walmart Stock Gives Investors Something to Fret Over
Let’s talk about the chart patterns of some key stocks, including Walmart, which is starting to look like Microsoft stock from last November.
A Lower High for New Highs?
Today saw a rise in new highs on the NYSE, but there were still about 20% fewer than just two weeks ago.