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AAPL: Another Mediocre Quarter – But The Stock Is +6%
Reading Time: 2 minutesIf you would have given me Apple’s (AAPL) earnings report before it came out, I would have told you that the stock would be down – possibly by a lot. Because it was decidedly mediocre. And yet it’s +6% in…
ATHs for Everything, Vaccine Logistics, The Shorting Opportunity of a Lifetime
Reading Time: 7 minutesNote: To sign up to be alerted when the morning email is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will add you to my AWeber…
Financial, Real Estate And Retail Stocks Up Big Today; Tech Hit Again
Reading Time: 1 minuteOne of the interesting features of today’s trading is that sectors that have been absolutely torched for the last year are generating some real buying interest: S&P Financials (XLF): +1.88% Regional Banks (KRE): +3.60% S&P Home Builders (XHB): +5.47% S&P…
This Week: NVDA CEO Huang Keynote AI Speech, BOJ & Fed Decisions
Reading Time: 3 minutesMonday at 1pm PST, Nvidia (NVDA) CEO Jensen Huang will be giving a keynote speech at the SAP Center in San Jose, CA on the future of Artificial Intelligence (AI). Obviously Huang is going to hype AI. The real question…
The Whole World Is Breaking Out, The Two Perennial Investment Philosophies, Shorting Horses and Prospecting in Hell: Buffett at Sun Valley (July 1999), FDX Earnings
Reading Time: 8 minutesNote: To sign up to be alerted when the morning blog is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will add you to my AWeber…
The Bifurcated Market II: Contrasting My View With The Great Puru Saxena
Reading Time: 7 minutesThe market is bifurcated into the mega cap tech stocks that have held up well so far – and thus propped up the indexes – and the smaller but still important stocks that have already suffered brutal bear markets. My…

