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. […]
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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 […]
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Tale of the Tape

Tale of the Tape You have to be a very attentive student of the stock market to understand just how unusual this year has been. The year isn’t over yet, so much can change from now to the end of the year, but what has happened thus far is startling. If you read these pages […]
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Keep Calm and Carry On

Keep Calm and Carry On “God is Great, Beer is Good, and People are Crazy.” Country music fans will surely recognize the lyrics from Billy Currington’s famous song. These words come to mind because the first half of this year was absolutely crazy and had us thinking about drinking on more than a few occasions. […]
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