Weekly Points – June 27th, 2025 – 5 Things to Know in Investing This Week – The Robotaxi Issue

We have a lot of technology-related news this week. Hewlett Packard Enterprise partners with Nvidia to make high-end AI servers and further cement Nvidia’s position as the entrenched market leader. Peter Thiel invests $200MM in Polymarket. These prediction markets/betting platforms not only provide people an opportunity to bet on economic or political events; but also, … Read more

Weekly Points – February 7th, 2025 – 5 Things to Know in Investing This Week – The President Trump is Doing More Things Issue

President Trump and his team are energetically remaking both the Federal government and our trade relationships. The pace of change has been incredible, and depending on your political preferences, you’re either thrilled or appalled. As always, we’ll try to bring you a clear view on policy and leave the politics to others. As I write … Read more

Weekly Points – November 29th, 2024 – 5 Things to Know in Investing This Week – The Consumers Are Revolting Issue

This week presents more evidence that a weak private market economy and inflation are taking an increased toll on the American consumer. Luxury sales are falling with consumers seeking out used and discounted items. While companies like $MSFT, $GOOG, and $AMZN buy more $NVDA chips to power AI datacenters, consumers balk at buying AI-powered electronics … Read more

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