In mid-March, we presented daily Commentary readers with a section entitled, Add Cocoa To The List...
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Lets Knock On Wood
We haven’t written lately on Cathie Wood and her ARKK Innovation ETF. But given the...
ETF Fund Flows Confirm What We Knew
The graph on the left below, courtesy of Arbor Data Science, shows that $8 billion of funds flowed...
Might GE Vernova Be The Next Nvidia?
Nvidia shares have risen by 600% in the last two years. While some say its shares are now grossly...
Food Also Points To Slowing Personal Consumption
Thursday’s Commentary led with a discussion of how sales at major retailers were slowing...
Nvidia By The Numbers
With the stock price of Nvidia (NVDA) now trading at over $1,000 per share, Nvidia stock has been...
Targets Sales Woes Are The Norm In The Retail Sector
One repeated theme in the current round of earnings is that personal consumption is slowing down....
Market Divergence Prompts An Important Question
“Recently, we have had confusing divergences in the major stock market indexes,” starts...
Nvidia Earnings: What To Expect
This Wednesday’s Nvidia (NVDA) quarterly earnings announcement will be the most watched...
Summer Driving Season is Late This Year- Signal or Noise?
Summer driving season, lasting from Memorial Day to Labor Day is fast approaching. Typically,...