Bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria – John Templeton The election of Donald Trump last November was at first met with euphoria by investors. Tax cuts, streamlined regulation, improved government…
I was cruising in Day 1C of the $1100 $1 Million Guarantee at Thunder Valley on Sunday (March 9). From 15,000 chips I was on a heater that pushed my stack above 140,000 at 500/1000/1000 – one of the top…
Nvidia (NVDA) reported its much anticipated 4Q earnings after the close. It was a mixed bag. On the one hand, revenue growth continues to astound. 4Q revenue of $39.3 billion was up 78% compared to a year ago and 12%…
Realty Income (O) is a $50 billion Net Lease REIT that pays a monthly dividend of 26.8 cents which works out to an annual yield of ~5.60%. They call themselves The Monthly Dividend Company since most companies pay dividends quarterly….
You are starting to see some of these things stack up. And then the question just becomes, are there enough of these things to tip the market over? – Michael Brenner, Asset Allocation Strategist, FBB Capital Partners, quoted in the…
Is there a more hated asset than gold? Keynes called it a “barbarous relic”. Warren Buffett is famously not a fan of gold. And yet gold is working now precisely as it should as a hedge against inflation and excessive…
The big stock that reported earnings Tuesday afternoon was of course Google (GOOG/GOOGL). GOOG/GOOGL is of course one of the greatest companies in the history of capitalism. They own search on the internet through Google and that is not likely…
Unfortunately in life sometimes we have to learn lessons the hard way through painful experience and failure. It would be nice if we could learn from other people’s experiences and books and not make the same mistakes that others before…
I have recently been reading the 5th edition of The Essays of Warren Buffett edited by Lawrence Cunningham. Reading these excerpts from Buffett’s Berkshire Annual Letters over the years has been an extremely calming experience for me, almost a form…
Shares of Constellation Brands (STZ) are getting hit hard today (-17%) after reporting 3QFY25 earnings. The stock has been dealing with concerns about Trump placing 25% tariffs on imports of Mexican goods since Mexican beers like Modelo, Corona and Pacifico…