Wall Street’s poster child for AI is Nvidia. With an overwhelming market share in AI chip...
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Target And Walmart: Same Business But Different Trends
Yesterday’s Commentary shared Walmart’s outstanding earnings report and reviewed its...
Walmart Shares: Great Fundamentals But At A Frothy Price
Walmart’s (WMT) shares opened higher as its earnings report surpassed expectations. EPS and...
Gold Miners Enter The Bears Den
Many investors consider a decline of 20% or more to be a bear market. We can debate the merit of...
5X5 Inflation Expectations: A New Benchmark To Follow
At the last FOMC meeting, Jerome Powell was asked if they were concerned that inflation...
2% CPI Is Here
2% CPI is a headline you won’t find in today’s Wall Street Journal. The reason is that...
Crypto Soars
On the campaign trail, Donald Trump favored the crypto industry, including appointing...
Super Micro Is Not So Super Anymore
Super Micro Computer Inc. (SMCI) was the market’s darling only six months ago. Amazingly, Its...
As Expected The Fed Cut Rates
As expected yesterday, the Fed cut the Fed Funds rate. With the expected 25bps rate cut, the new...