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The AI Tulip Bubble
My overall hypothesis is that AI/Nvidia is Wall Street's Gamestop. Once again, Nvidia delivered the goods last night. Jensen Huang,...
Feb 22, 20242 min read


Closing Market Report: Feb. 21st, 2024
All eyes on Nvidia, in the meantime, the market traded all over the place today. Tech was weak all day, but the Dow was bid. The S&P...
Feb 21, 20241 min read


Morning Market Report: Feb. 21st, 2024
This afternoon we get FOMC minutes which has the potential to move the market if FOMC members are perceived to be leaning hawkish. Fed...
Feb 21, 20242 min read


Gap 'n Crap 2.0
Today is the second consecutive weekly gap 'n crap. Bulls and bears have been fighting over the SPX 5,000 line for the past week. Today...
Feb 20, 20242 min read


Morning Market Report: Feb. 20th, 2024
The overnight futures are setting up a gap open deja vu of last Tuesday's CPI gap 'n crap, albeit smaller. Last week after the market...
Feb 20, 20242 min read


Bear Market 2.0
This is the afternoon market report for February 15th, 2024. The order of the day was filling the CPI gap from Tuesday's gap 'n crap. For...
Feb 15, 20241 min read


The Magnificent One
This is the morning market report for February 15th, 2024. As of yesterday's close Nvidia has now surpassed BOTH Amazon and Google in...
Feb 15, 20242 min read


Closing Market Report: Feb. 14th, 2024
It was a boring session compared with yesterday. The market ping ponged up and down all day. Breadth was strong on both exchanges. On...
Feb 14, 20242 min read


Morning Market Report: Feb. 14th, 2024
Happy Valentine's Day. This is the morning report for February 14th, 2024. First off as we see in the chart below, yesterday was the...
Feb 14, 20242 min read


Gap 'n Crap
This is the closing market report for February 13th, 2024. This morning just before CPI was released, Barron's published an article...
Feb 13, 20241 min read


Buckle Up
This is the morning report for February 13th, 2024. Before we get to CPI, this was the headline that was running on Bloomberg prior to...
Feb 13, 20241 min read


Closing Market Report: Feb. 12th, 2024
This is the closing market report for February 12th, 2024. As a reminder, tomorrow morning is the next CPI report. Lately, markets have...
Feb 12, 20242 min read
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