The graph below, from Michael Green (@profplum99), is the best way to show the logic that drives a...
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Portable Data Centers
Construction of AI data centers can take anywhere from six months to multiple years to complete....
The Week Ahead: Volatility Is In The Forecast
Typically, in Monday’s Commentaries, we share a few paragraphs titled “The Week...
Retail Traders Are Driving Euphoria
Recent surges in speculative stocks are among several indicators that retail traders are...
Japan Financing Seals The Deal And Toyota Jumps
Japan and the US appear to have finalized a trade agreement that reduces the threatened 25% tariffs...
351 ETFs: A New Yet Old Way To Avoid Taxes
Imagine the dilemma of holding a large number of shares of NVDA with a massive unrealized profit....
Will The Healthcare Sector Be The Next Rotation?
Investors aware of which types of stocks are rotating in and out favor have a distinct advantage....
July Rate Cut Now Has One Fed Vote
Fed Governor Christopher Waller was crystal clear in a speech on Thursday that he would like the...
Trump Tests The Waters On Firing Powell
It appears President Trump set a test for the market to see what investors would think of him...
PPI Takes A Bite Out Of The Tariff-Inflation Narrative
The BLS Producer Price Index (PPI), measuring wholesale prices, surprised to the downside, showing...