Podcast Episodes
Back to Search5-23-24 The Risk-Reward in NVIDIA
Why did we trim our holdings in NVIDIA before its earnings report release? The answer lies in our Daily Market Commentary. Basically, when it becomes…
1 year, 10 months ago
5-22-24 Why the Dot-Com Crash Feels Like a Distant Memory to Modern Investors
All eyes are on NVDIA's quarterly report: Why did we trim our position? How might this company disappoint investors? It's all about the guidance. FOM…
1 year, 10 months ago
5-22-24 Will markets Correct back to the 20-DMA?
The market is sitting at all-time highs, but trading over the last five days has been in a very tight range. Price gains at this point are going to b…
1 year, 10 months ago
5-21-24 The Risk of Relying on Benchmarking
During ripping bull markets, investors often start benchmarking, comparing their portfolio's performance against a major index; most often, the S&P 5…
1 year, 10 months ago
5-21-24 Will Ethereum ETF Sustain Market Rally?
The big debate in the SEC is whether Ethereum will be granted permisison to launch an ETF, a la Bitcoin, which would have the potential to boost Ethe…
1 year, 10 months ago
5-20-24 Disinflation Remains The Bigger Risk
NVDIA & Fed speakers are in the spotlight this week; stock buyback are running higher than normal. The risk of recession; when will the Fed cut rates…
1 year, 10 months ago
5-20-24 Markets are Prepared for a Bullish Cross
Markets finished last week on a positive note after hitting all-time highs. The question will be whether or not we get a bit of a pullback: Markets a…
1 year, 10 months ago
5-17-24 How Long Will You Live?
Houston hit with tornadic storms; everything is going up: Stocks, Bonds, Gold...The Crypto Proposition: Brokers are like lemmings. Every investment i…
1 year, 10 months ago
5-16-24 It's a Mistake to Be Entirely Out of Equities
Markets hit all-time highs with softer CPI: The biggest contributor was decline in Homeowners' Equivalent Rent. Markets are now anticipating two rate…
1 year, 10 months ago
5-16-24 When Bad Market News is Good News
Bonds rallied, Stocks rallied, and Gold rallied all across the board, thanks to a weaker than expected CPI Print which suggested the Fed will cut rat…
1 year, 10 months ago