Open Mike & Mark
In Friday's episode of Open Mike, we talk about the market value of NVIDIA and compare its intrinsic value. This article is for registered members - please login or click…
Semiconductor Stocks: SMH
Yesterday, we discussed the threat presented by DeapSeek to the tech industry. This resulted in some follow-up questions about how to trade the situation if the company actually did what…
Tech Stocks: QQQ
The past couple of days have been rather exciting. The Chinese AI company DeepSeek has turned the AI world on its head. This article is for paid members - please…
US Steel: X
The government put the kibosh on the US Steel buyout by Nippon Steel. As Americans, we like to see an independent, purely US-based steel company. But we also respect Nippon…
Open Mike & Mark
Mike and I did a live video on Friday. I pointed out another quick way to assess the economy. This is important to me as I think macroeconomic analysis has…
Going Nuclear?” Cameco: CCJ
Nuclear energy has become a thing with investors as they seem to believe the US and other Western nations will look to nuclear to power the economy of the future.…
Biogen:BIIB
The industry most diverse we can think of is biotech. It has been a bear market flow for about a decade. As a result, nobody cares about the companies trying…
BHP Group
BHP, Rio Tinto, Southern Copper, and Freeport McMoRan are among the best in the mining industry. BHO & RIO are the greatest diversified miners, and Southern Copper and Freeport are…
Open Mike & Mark
Mike and I did a live video on Friday discussing the fires in Los Angeles, the potential (or not) of recession, interest rates, and a couple of long-term investment ideas.…