Data for Sale: Tips to Help Protect Your Private Information

Data for Sale: Tips to Help Protect Your Private Information On December 3, 2024, the Federal Trade Commission (FTC) announced a proposed settlement in legal action against a data broker named Mobilewalla, which was accused of using location data obtained through online advertising auctions to identify consumers by factors such as private home address and […]
READ POST

Taking Stock

Taking Stock As we embark on the last year of the first quarter of the 21st century, it seems appropriate to take stock of the situation. Looking backward, if you were long mega cap tech stocks, gold or Bitcoin, there was plenty to smile about in 2024, but otherwise, it was a less than stellar […]
READ POST

The Same Old Story

It’s The Same Old Story Everywhere I go, I get slandered, libeled I hear words I never heard in the Bible And I’m one step ahead of the shoe shine Two steps away from the county line Just trying to keep my customers satisfied, satisfied” – Paul Simon We have not quite reached the finish […]
READ POST

We’ve Seen this Movie Before

We’ve Seen This Movie Before This week brought NVDA earnings, which again showed phenomenal growth in sales and earnings, with similarly impressive margins, all attributed to the global scramble to gain position in the AI movement. This has been driven in large part by the large hyperscalers (AMZN, MSFT, AAPL, GOO and TSLA) ordering massive […]
READ POST

Extremes

Extremes The Billy Joel channel is back on Sirius XM this month (channel 79, if you care) and it has become my go to channel in the car. Thursday, on my way home, they played “I go to Extremes” and I couldn’t help but think about the stock market. Markets tend to go to extremes, […]
READ POST

Short Takes for a Long Weekend

Short Takes for a Long Weekend A Tentative Green Light The ‘most important event this week’ was the earnings report from AI leader, NVIDIA (NVDA) on Wednesday afternoon. The good news is that earnings exceeded expectations once again, the company announced a 10-for-1 split and the stock hit a new high in excess of $1,000. […]
READ POST

It Was a New Day Yesterday

It Was a New Day Yesterday… But it’s an old day now (with apologies to Jethro Tull). Financial markets are dominated by cycles. In 2023, the Magnificent 7 dominated the stock market. Those seven stocks had a terrific year, while the other 493 stocks in the S&P 500 collectively struggled to keep their heads above […]
READ POST