For Biden this is a medical decision, not a political decision. Yes, he has turned around a lot of things that had been going the wrong direction in the country and his experience is invaluable. However, debating when you are…Continue Reading →
I like to use Microsoft’s Co-pilot to research corporate offerings. It seems to bring up significant findings that many times are buried. So, today I thought, let’s see what Co-pilot thinks of NVDA by posing the question: “is it possible…Continue Reading →
You have seen this chart many times in the past three or so years, starting around February 2021 when I first drew it. Here is an update of it: It is a chart based on weekly data showing 2019 before…Continue Reading →
It appears that a slowing consumer scenario is the front and center item at the moment. All the AI hype while still the main investor focus, will probably have less impact on stock prices for a while. Gardening, road trips,…Continue Reading →
This is the day that the market learns about valuations. Put inflation and interest rates on the back burner for now.
The AI stocks continue to dominate the whole market, this is scary to say the least. I continue to see defense as the best option. A breakaway decline is gaining more probability.
I posed this question to Microsoft’s Bing.. is human intelligence based on weighing probabilities? This question comes to mind with all the AI NVDA hype being expressed currently. I have been fortunate to have been involved in early machine learning…Continue Reading →
The market has been building a valuation top for an inordinate amount of time since March 23. It appears that the reason it has taken so long is the market has been waiting on the AI capstone, NVDA. It now…Continue Reading →
The market continues it stretch of valuations, unhealthy stocks with unhealthy patterns are being bought because the leaders are getting too expensive. This provides an illusion of a broadening market. April 19 was the bottom of this trading bounce and…Continue Reading →
It will be fascinating to see how the markets interpretation of the PPI, CPI, and Consumer sales numbers end up by Friday’s close. Big question, is a slowing consumer going to be a factor. We will see. Update at 10:40…Continue Reading →