Is AI the new dot com?
Is AI the buzzword fueling another tech bubble? It certainly does have some parallels. I remember the dotcom (later dotbomb) era reasonably well and also remember how long and painful…
The Week Ahead | 6/5/2023
Hello, friends! Let’s sit down, grab a cup of coffee, and chat about this whirlwind of a week in the world of finance. Trust me, it’s been quite the ride!…
The Week Ahead | 5/30/2023
In the ever-shifting landscape of economic forecasts and Federal Reserve policy maneuvers, understanding the fine print of recent developments and their potential impacts is crucial. With this in mind, we…
Memorial Day
As today’s calendar page turns to Memorial Day, we pause to remember and honor the brave men and women who have dedicated their lives in service to our great nation.…
Missing the Target: TGT
We have discussed the challenges, if not carnage, in the retail pace for some time. For Target specifically, we discussed management’s missteps concerning inventory management and suggested option traders sell…
The Week Ahead | 05/22/2023
Welcome, fellow finance enthusiasts, market mavens, and geopolitics observers! It’s that time again where we delve into the vast world of finance and global affairs to dissect what’s hot and…
NVDIA Earnings and Beyond: NVDA
NVIDIA is arguably one of the most important companies in the tech world, particularly the global economy. It rates right up there with Alphabet and Microsoft.
What is Warren Buffett Up To?
Berkshire Hathaway reported holding of its publically traded stock as required by securities laws in its 13f disclosure filings with the SEC. Since Warren Buffett is one of the best…
The Week Ahead | 05/14/2023
As we navigate the uncertain waters of the upcoming week, we turn our focus to the macroeconomic market, and the pivotal question at its center: Will the Federal Reserve pause…
It’s Inflation Week
The Bureau of Labor Statistics will publish CPI, PPI, and index of import price figures this week. In keeping with our patient style, we will not offer stock option trade…