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The Apple We Need Isn't The One We've Got
No chat this week, and we didn't have high hopes for Apple's "It's Glowtime" event next week.
Latest
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From AI FUD to Tesla’s ASS: Hedging Strategies, Chinese Robots, and Much More
We hit on everything from Tesla’s cutting-edge Actual Smart Summon (ASS) technology, to Nvidia’s falling stock price, plus market moves, hedges, and the future of humanoid robots in this no-holds-barred Q&A.
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A Busted Up Google
We analyze Google's potential value in the event of a forced anti-trust breakup of the company.
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Headed To Abu Dhabi, Dubai and Hong Kong (Plus Markets Commentary And A Little Put Selling)
We are hitting the road, and as you might expect, we sold/rolled down a few puts into today's ugly action after getting increasingly more cautious as noted last week.
Latest Positions
Latest Positions - Sept 3, 2024
Top 5 buys in alphabetical order right now are:
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Almost Everyone Is All In On AI. What does that mean for us?
What does the uniformity of agreement regarding AI mean for the markets and for us?
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AI's Usefulness, SMCI Puts, New Teslas, And Much More
We hit on hedging strategies, where AI can go from here, Nvidia's upcoming earnings, the amazing quality of Tesla's cars, and so much more!
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The Top 10 Reasons The Market Might Sell Off With The Fed Cutting Cycle
Here's some of the fundamental reasons the stock market might decline while the Fed is cutting interest rates, and how we can play it.
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What I Learned In NYC
We are sticking with our Fed Playbook + The Top Five Takeaways From Our NYC Trip
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Latest Positions: NFLX, Tencent, Accenture, and Bitcoin
We're wrapping up the Latest Positions with NFLX, TCEHY, ACN, and IBIT.
aapl
Latest Positions: Trillionaires, and Biotech 3.0
Here's part II of our Latest Positions. We're talking AAPL, GOOG, AMZN, and META + TMDX and PFE
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Avoiding Cuteness; Semi Stocks; Bitcoin Funds; Jim, The Faultless Dog; Much More
We don’t want to be too darn cute by trying to time the top/Fed cut perfectly. I think raising some cash here is a good idea for most investors, and if stock markets spike into/when the Fed cuts, it probably would make sense to raise some more cash. Easy does it, though.