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It’s been an extremely volatile year for commodity stock bulls like myself. During the first quarter the stocks marched relentlessly higher along with inflation and commodity prices while the second quarter was the mirror image of the first as the…
NVDA Delivers A Huge Quarter
In “All Eyes On NVDA” I wrote that Nvidia’s quarterly report due out Wednesday afternoon would be the first big test of the idea that this is an “iPhone moment” for Artificial Intelligence (AI). Well: NVDA passed the test, exceeding…
Why My DKS Trade Failed
One of my core beliefs is that mistakes are the royal road to growth and improvement. While painful, analyzing one’s mistakes is the best way to learn hard lessons that will take you to the next level. Unfortunately, you never…
