Nvidia Stock (NVDA)

* Especially in a continued narrowing of leadership (in profits and price appreciation) in a 'K-shaped' S&P Index... * With interest rates, inflation and the price of crude oil making multi-month highs and likely to remain "higher for longer" -- and with valuations near historic highs -- what ...

"Only the small secrets need to be protected. The large ones are kept secret by public incredulity." - Marshall McLuhan The strength and rapidity of the market's rally (especially since March) has likely been momentum-driven (due in part to market structure changes over the last decade in which ...

* Bulls cite about +17% growth in S&P 2026 EPS. However, taking out Micron MU and Nvidia NVDA, brings aggregate EPS growth to only a high-single-digit increase. Good, but not great and likely not suggestive of a broadening in the recent market advance. * Since the start of the ...

* Amazon remains our only investment in large cap technology * The share prices of the MAG7 "Generational Compounders" remain in a clear downtrend... It may seem to you that I'm acting confusedWhen you're close to meIf I tend to look dazed, I've read it someplaceI've got cause to be There's a name ...

* Not providing two way discourse/debate (and relying on formulaic programming) has prepared investors poorly for when the halcyon days are over and the tides starts going out... "So much for objective journalism. Don't bother to look for it here--not under any byline of mine; or anyone else ...