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Browsing Tag

big picture

14 posts
TTechnology
Don't be scared out of coiled spring market by know-nothing naysayers
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Why the ‘Mag 7 is too much of the market, get out’ is money-losing narrative

  • November 3, 2025
Investing is not just a game of giant Jenga. But the pessimistic hedge funds, or the ones who…
EEconomy
Stocks hit record highs — plus, we started a new name
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Stocks hit record highs — plus, we started a new name

  • October 25, 2025
Stocks jumped for the second straight week and reached record highs Friday as Washington trade and shutdown drama…
MMarkets
New tariff threats crush stocks during a big week for Nvidia and key portfolio moves
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New tariff threats crush stocks during a big week for Nvidia and key portfolio moves

  • October 11, 2025
Wall Street’s weekly performance was near the flat line heading into Friday. Things started OK on the final…
AArtificial intelligence
Nvidia CEO says AI needs way more energy. Cramer says this is the power stock to own
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Nvidia CEO says AI needs way more energy. Cramer says this is the power stock to own

  • October 8, 2025
Nvidia CEO Jensen Huang believes that America refocusing on energy growth will not only help the U.S. win…
AArtificial intelligence
Why the crazy spending of this AI boom isn't like the dot-com bubble
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Why the crazy spending of this AI boom isn’t like the dot-com bubble

  • September 28, 2025
If I hear one more hedge fund oligarch on television tell me that the data center buildout/artificial intelligence…
MMarkets
Stock market records, Fed rate cut, trades, and new iPhones
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Stock market records, Fed rate cut, trades, and new iPhones

  • September 20, 2025
The stock market reached records again this week, propelled by the Federal Reserve’s decision to cut interest rates…
MMarkets
How we navigated the strong market ahead of the big Fed meeting
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How we navigated the strong market ahead of the big Fed meeting

  • September 13, 2025
It was a stellar week for stocks as Wall Street speculated on the Federal Reserve’s upcoming and highly…
AArtificial intelligence
What convinced a long-time Nvidia doubter to upgrade the AI chip giant
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What convinced a long-time Nvidia doubter to upgrade the AI chip giant

  • September 11, 2025
Long-time Nvidia skeptic D.A. Davidson has finally come around to our way of thinking. The analysts on Thursday…
BBusiness
How Fed rate cut hopes clashed with slowing jobs growth
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How Fed rate cut hopes clashed with slowing jobs growth

  • September 7, 2025
The stock market kicked off the historically tough month of September on a rocky note as Wall Street…
MMarkets
Jim Cramer's Monday playbook after the stock market's Fed-driven rip higher
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Jim Cramer’s Monday playbook after the stock market’s Fed-driven rip higher

  • August 24, 2025
The conundrum of the stock market going down ahead of Jackson Hole confounded me. With a market that…
MMarkets
More stock market records, more trade deals, more trade talks — plus, lots of earnings
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More stock market records, more trade deals, more trade talks — plus, lots of earnings

  • July 26, 2025
The S & P 500 rose every day this past week as trade deals, both in the works…
MMarkets
10 things going the right way for stocks as another tariff deadline looms
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10 things going the right way for stocks as another tariff deadline looms

  • July 21, 2025
Conventional wisdom holds that as we get closer and closer to the coming deadline for tariff resolution, the…
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