RACE: Nothing Sexier Than A Red Ferrari
I’m not much of a car guy but the one car I’ve always wanted is a red Ferrari. Besides for that, I’m happy if my car gets me from A to B without incident. A new Ferrari will set you…
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Big Tech Is Driving A Nuclear Energy Renaissance
Jinjoo Lee had a fascinating and important column in Friday’s WSJ about how Big Tech – thirsty for energy to fuel its data centers for AI – is driving a nuclear renaissance (“Big Tech Is Paving The Way For A…
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PLTR: Portrait Of A Story Stock Ahead Of Its 3Q Earnings Report
Palantir (PLTR) is a beloved stock among retail investors. No wonder since it is up 181% over the last 12 months. Part of the allure is the obscurity of what exactly PLTR does. On their earnings press releases under the…
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XOM CVX Earnings And The Case For Oil Stocks
Investors today love tech. Tech is by far the biggest part of the market and it’s been the best performing for a long time. For those reasons, most investors tend to tune out the rest of the market. But that’s…
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Re-Iterating UBER $1 Trillion
Nine months ago I made the bold prediction that UBER (UBER) will one day be a $1 trillion company. Today I want to re-iterate that call in wake of their 3Q24 earnings report out this morning which has caused the…
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*UPDATED WITH MSFT and META RESULTS* Mag 7 Fundamentals Are Stellar – But Valuations Are Stretched
In analyzing the markets we must always keep in mind that the Mag 7 make up approximately 30% of the market capitalization of the S&P 500. As a result, so go the Mag 7, so goes the major market indexes….
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The Homebuilders Are Fully Valued
Two homebuilders – Pulte (PHM) and DR Horton (DHI) – have sold off on earnings in the last week and my analysis of their reports suggests the sector is fully valued. Let’s start with the bigger one – DHI. With…
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The Garbage Business
If you wake up really early like I do, you’ll discover parts of the underbelly of capitalism. For one thing, you’ll notice all the big trucks on the freeway delivering goods to retail locations ahead of the business day. For…
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NEM: Earnings Sell Off Is A Buying Opportunity
On Tuesday I previewed Newmont’s (NEM) 3Q earnings report saying that any selloff would be a buying opportunity. Well that selloff has arrived in a big way with NEM down more than 13%, dragging the Van Eck Gold Miners ETF…
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NEM: Previewing The Largest Gold Miner’s 3Q Earnings Report
It’s been an incredible year for precious metals investors. Gold bugs – much maligned – are finally seeing the moves they’ve long hoped for and expected with gold up nearly 40% over the last year. Obviously the gold miners –…
