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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.
Trade Alert
Trade Alert + Latest Positions: AI Everywhere, Mobility, Semis, and Fintech
A couple of Trade Alerts, plus updated analysis on some our favorite longs.
aapl
Nvidia Is Much More Than A Chipmaker, It's A Platform
Here's How The Nvidia Platform Will Propel The Company To Be The Apple Of The AI Revolution
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The Top 5 Reasons You Need To Be Invested In Revolutions
Here's WHY we stick with owning the best tech companies on the planet.
Transcripts - AMA
Rate Cut Rodeo, UBER Earnings, And Some Not-So-Soft Landings
We dive into the Fed's latest rate cut shenanigans, Tesla's rollercoaster future with robotaxis, and why Elon Musk's Twitter antics are giving us all a headache. From Google’s courtroom drama to Robinhood’s wild earnings, it's a financial circus you won't want to miss!
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What's The Playbook Here?
Most market participants seem lost right now. Let's set forth a framework to make sure we're not!