Nvidia Strikes
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
5 Things to Know in Investing This Week – The Ugly Ferrari Issue
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
Research Calls in the Semiconductor Space
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
5 Things to Know in Investing This Week – The Warsh is Trapped Issue
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
5 Things to Know in Investing This Week – The Warsh Fed Issue
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
Intel, Semiconductors, and OpenAI – What if I’m Wrong?
I started buying Intel in the mid-$30s in November. I bought more in the $40s and the $50s over the next few months. I sold a little bit in the $60s, a little more in the mid-$80s, and last week, I sold more in the mid-$120s (just under $127). The reason for the sales is … Read more
1Q Results
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
CPI Update
I’m currently on a train which is why today’s CPI report is late. I also think the previous 9-10 page commentary was helpful when I started writing it every month, but is no longer serving us well. The CPI report does matter, but it’s not driving markets like it did in ’22, ’23, and ’24. … Read more
Portfolio Update
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
5 Things to Know in Investing This Week – The Spirit Management Killed Spirit Airlines Issue
Spirit Airlines filed for Chapter 7 leading X to try to assign political blame. Elizabeth Warren was wrong to brag about blocking the Jet Blue deal and crowing that it was a win for the Biden Administration, but was there something else going on as well? We provide a completely different view free from partisan … Read more
