Ignoring the noise is a super power in markets. The weakest-minded of investors focus on the gossip, the gossip columns, and the gossip columnists. Let’s keep it real. Just because you graduated from an Ivy League school doesn’t mean you’re…
I’m proud to be an American. I’ve been very fortunate to be able to travel to many different countries across several continents over the years. Don’t think I take that for granted. Some of my favorite places in the world…
You know what’s good for the stock market? New all-time highs. Go study every bull market ever. You know what you’re going to see? You’re going to see a lot of new highs. You’re not going to see a lot…
Broadcom (AVGO) isn’t just another semiconductor company. It’s the second-largest chip maker in the world. At a market capitalization of $1.2 trillion, Broadcom is worth about $200 billion more than Taiwan Semiconductor (TSM) and about $2 trillion less than Nvidia…
This daily e-letter is specifically designed to point out all the investors who are wrong. We’re exploiting the mispositioning of the world’s largest investors, so we can profit from the ensuing unwind. The great thing about this is that there…
I love it when a month ends on a Friday. We get fresh weekly and monthly candlesticks. Monthly candlesticks are underrated. I love having only 12 new data points per year. I love taking a step back and reviewing them…
The term “OG” originally stood for “original gangster.” It’s slang for early arrivals to the scene who’ve earned their stripes. It’s someone who’s been around for a while, sees what’s happening, and knows what they’re looking at. Seems weird for…
I had the amazing privilege to talk to Wall Street legend Peter Borish on Wednesday. Peter is a co-founding partner and was second-in-command at Paul Tudor Jones’s investment company. Paul Tudor Jones is known in the investment community as one…
Semiconductors are arguably the most important group of stocks in the market. They’re so important that we like to include them as part of the conversation about Dow Theory confirmations. Going back to the late 1800s, Charlie Dow was a…
Is “ARK-y” an adjective or an adverb? “ARK-y” describes the type of high-growth tech stocks ARK Invest founder Cathie Wood buys in her ARK Innovation ETF (ARKK). Here’s the list of stocks held in the ARKK ETF: These are the…
