NVIDIA: NVDA
What can one say about NVIDIA? Their GPU technology has taken the AI world by storm and has made investors incredibly rich in a short period. This article is for…
Does gold provide protection against an interest expense bomb?
The FOMC may have left rates unchanged, as expected, but they reduced their estimate for economic growth from an already modest 2.1% down to 1.7%. At the same time, they…
High Yield: HYG
One of the topics that came up in Friday's video was high-yield debt. In particular, we discuss the excessive valuation in this important asset class. This article is for paid…
Can Microstrategy’s Outperformance Continue?: MSTR
Heralded as the flagship cryptocurrency, Bitcoin disrupts traditional finance as a decentralized, borderless currency immune to government control or inflation. Its fixed supply of 21 million coins—capped by code—positions it…
Door Dash: DASH
One of the internet stocks that has taken hold is DoorDash. It is a company and stock we have written about in the past. While we think the company is…
Costco Wholesale Fell Post Earnings. It’s Still No Bargain.
Investment Research Report: Costco Wholesale Corporation (COST) Company Overview Costco Wholesale Corporation (NASDAQ: COST) operates a global chain of membership-only warehouse clubs, offering a wide range of branded and private-label…
Sharp Fiscal Cuts Reduce Inflation, But Increase Recession Risk
Government waste, fraud, and abuse, combined with the sheer size of government, contribute to higher costs and inflation in several interconnected ways. Wasteful spending diverts resources from productive uses, whether through…
Equinix Inc: EQIX
Data centers are all the rage. They have been traditionally used to host websites and deliver cloud services to corporations. That all changed with crypto and AI. This article is…
Anxiety is rising, and that’s not great for equities.
The VIX measures the market’s expectation of volatility over the next 30 days as implied by a weighted strip of SPX Index options. When investors are nervous, options premiums, and…
Emerging Market Stocks: EEM
One of the great underperformers of the past 16+ years is emerging market stocks. In fact, we cannot think of an asset class that has done worse. Herein lies an…