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Moon Shot
The S&P 500 rose to yet another record high today closing at 5241.53 (chart). We wrote the…
Technology
17 posts
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Stock Market Has Discounted Lots Of Good News
Nvidia was up a measly 1% today despite the exciting presentation, after Monday's close, by CEO Jensen Huang…
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Market Call: Nvidia's Lovefest Versus Powell's (Perhaps Depressing) Presser
Nvidia's three-day AI lovefest for developers starts Monday afternoon in San Jose, California. The FOMC meets Tuesday and…
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New Risk: Powell Stoking Risk-On Trades
Fed Chair Jerome Powell's dovish congressional testimony yesterday and today stoked the hot trades in the financial markets…
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Nvidia For Fun & Profit
As a result of the AI gold rush, billions of dollars are being spent on Nvidia’s GPUs. They seem…
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38,000
The DJIA rose to a new record high of 38,001.81 today (chart). The DJTA is lagging behind the…
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Market Call: Three Scenarios
We now see three possible historical precedents for the economy, the Fed, and the stock market's performance ahead:…
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NVIDIA Leads The Way
Nvidia led the stock market higher today after the world's most valuable chipmaker announced new desktop graphics processors…
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Are Stock Valuations Rerating?
The economic news today was very good. But the stock market sold off sharply for the second day in a…
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Another Tech Wreck?
The market chose to go down today on Google's disappointing Q3 earnings report rather than Microsoft's…
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Bull Market or Rally in a Bear Market?
Our short answer to the question posed in the title: "Bull market." The S&P 500 rose…
