Site Map – Last Week
Articles (231)
- Stocks Are Sitting at a Crossroads
- Looking for Cash Flow, Not AI Hype? Here’s the Trade for You.
- Bearish Bets: 3 Stocks to Short This Week
- Outsmart the IRS With This Simple Investment Trick
- Buy-and-Hold Investing Can Make You Rich, but Not the Way You Think
- Bad Breadth
- Closing Market Data for Friday
- Warsh Says Money Is Too Easy, Spiking Odds of a Rate Hike
- Boockvar’s Weekly Summation
- Wrapping Up a Long Week
- Dispersion Divergence
- We’re Accumulating More Shares of This Oversold Holding
- Ed Zitron (Part Deux)
- Cannabis Tweet of the Day
- My Tweet of the Day (Part Deux)
- Thanks to Salesforce, ServiceNow, the Contrarian SaaS Bet Is Paying Off
- I’ve Been Buying MSOS Today
- Howling About Warsh
- Chart of the Day: A Close Look at the Cybersecurity ETF
- Trading Update
- Charlie Gasparino on Cannabis
- Covered the Rest of My Nvidia Short
- Memo to Dan Niles
- Boockvar Breaks Down Warsh’s Speech
- Hawkish Warsh Tells Wall Street to Beat It
- Covered Part of My NVDA Short
- More Granny Shorts
- Niles Shares My Concerns
- Warsh Gives the Market Plenty to Chew On
- Not Broadening
- Friday Morning Market Stats
- El-Erian on Warsh Speech
- Even More…
- 2 Stocks to Buy on U.S.-Canada Trade War Fears
- Shorting More SPY
- Tweet of the Day (Part Deux)
- We’re Playing the Long Game With This Portfolio Position
- My Bunny Had a Good Nose
- Tech vs Financials Ahead of Warsh’s Jackson Hole Speech
- My Fed Tweet of the Day
- Controlling Prices
- Boockvar on Rents, Bond Yields and the U.S. Consumer
- My Tweet of the Day
- Video: What to Know About Nvidia’s Earnings and Meta’s $17 Billion Settlement
- Jackson Hole Scoreboard
- Fed Chair Kevin Warsh Will Tackle Inflation
- Tweet of the Day
- Shorted More SPY
- Select Premarket Movers
- Most Active Premarket ETFs
- Premarket % Movers
- Looking for Kevin Warsh to Spill the Policy Beans: 8 Key Items Shaping the Stock Market Friday
- Fed Speakers and Econ Calendar
- Quoth The Dougie
- Will Warsh Be More Forthcoming About Fed Policy?
- Showtime in Wyoming, Great Day for My Book (But Not Breadth), Charting Nvidia
- Howling About Inflation’s Toll
- Things I Did Yesterday
- Oscillator Moves to Oversold
- Ed Zitron on Nvidia
- Sell Rosh, Buy Yom in 2026?
- The Bulls Are Using Margin Again. Here’s How Well That Has Ended in the Past.
- Thursday’s After-Hours Advancers and Decliners
- What’s Good for This Chip Giant Isn’t Good for Its Customers
- Thursday’s Closing Market Data
- Good Sale on Pepsi
- Snapshot of July 2026 Retailer Comp Sales Confirms Our Positioning
- New Salesforce Short
- After-Hours Earnings Calendar for Thursday
- CoreWeave Covered
- Asia’s Response to ‘Nvidia Effect’ May Surprise You
- Tweet of the Day (Part Four)
- Scaling My SPY Short
- Tweet of the Day (Part Trois)
- Chart of the Day: Now It’s Marvell’s Time to Step Up
- Updating My Shopping List as We Await Warsh at Jackson Hole
- Tweet of the Day (Part Deux)
- Sticking With This CrowdStrike Price Target as Firm Faces ‘Largest Market Opportunity’ Ever
- Back Shorting SPY
- New Nvidia Price Target After ‘Compelling’ Data on AI Infrastructure Complex
- Well, Let Me Bring You Back to the Subject, Dougie’s on the Set
- Thursday Morning Market Stats
- Apropos to My Consumer Post
- This Consumer Stock Just Hit a 2-Year High, Here’s How We’re Playing it
- Ed Zitron on All Things AI
- Boockvar: It’s Not Just Vera Rubin, Uncrustables Are Winning Too
- Covered Some JPM
- Tech vs. Financials
- Added to JPMorgan Short
- We’re Long This Small-Cap Drone Name as Fears of Russia NATO Strike Rise
- Adding to Nvidia Short, Covering Some CoreWeave
- More Tales From Nvidia: Promises, Promises (Issue #243!)
- Adding to This Semi-Cap Equipment Holding After Connecting the Dots
- Select Premarket Movers
- Nvidia Guidance Eases Concerns: 8 Key Items Shaping the Stock Market Thursday
- Most Active Premarket ETFs
- Thursday’s Premarket Movers
- Treasury Actions, Fed Speaker and Economic Calendar
- Today’s Trades
- Nvidia’s Report Is Great for Nvidia, but It’s Complicated for Everyone Else
- Whitney Tilson Supports My EPS/Stock Price Thesis
- Recommended Viewing
- The Consumer Is Spent Up, Not Pent Up
- Howling About Sticky Inflation
- Quoth the Raven: ‘When Wall Street Says Sell, Check Who’s Waiting To Buy’
- Nvidia Lets the AI Trade Roll, CIA in Moscow, Warsh’s Backyard BBQ
- Tweet of the Day
- Oscillator Is in the Neutral Zone
- Things I Did Yesterday
- With the Nasdaq Nearing Oversold, Let’s Check the Intermediate-Term Indicators
- A Quiet Market, But Can Intel Shares Begin to Rally?
- The Nvidia Wait Is Over. The Real Test Starts Now.
- That’s a Wrap!
- Tonight’s the Night…
- Baseball Trivia Answer
- Video: Sticky Inflation, AI Chips and Apple’s Foldable
- Baseball Trivia
- How to De-Risk if One Stock Dominates Your Portfolio
- Dude, Get a Dell?
- Chart of the Day: This Gold Miner Is Starting to Shine
- Microsoft, at a Glance
- Two Biotechs I’m Buying Amid an Overbought Market
- My Meta Piece, Post-Settlement
- Charting Bitcoin
- How Meta Stock Turns to a Buy After $17 Billion Settlement
- This Drone Stock Appears to Be Low-Hanging Fruit
- Late Morning Tweet
- It’s Probably Nothing…
- Big Software Stocks Are Languishing, But These 2 Disruptors Are on a Tear
- The $10K Portfolio Is Out
- Upgrading Our Meta Rating as Settlement News Removes Overhang
- Adding to Some Small-Cap Losers
- Morning News (From TheFly)
- Durable Goods Orders (via Econoday)
- Personal Income and Outlays (via Econoday)
- Not My Take…
- This Morning’s Market Recon Column…
- Intuit Spooks Software Stocks: 8 Key Items Shaping the Stock Market Wednesday
- Tweet of the Morning
- Calm Before Storm as Nvidia Earnings, Data Deluge, Bigger Trade War Loom
- Daily Events
- 120 Minutes to Go!
- Investors Await Nvidia Earnings and 2 Major Economic Events
- Good Morning, I’ll Be Your Tour Guide Today
- People Still Think Bonds Are Scary
- Let’s Talk About Bonds
- The Market Got What It Wanted. So Why Did Nobody Care?
- Tuesday’s After-Hours Advancers and Deciners
- Tuesday’s Closing Market Data
- Earnings After the Close and Before the Open
- Shein Preps for IPO at Fraction of Peak Valuation. Is It Finally a Bargain?
- Boockvar: What a Data Dump
- VIDEO: Drone Market Opportunity With Matternet CEO Andreas Raptopoulos
- Tech vs. Financials
- My Tweet of the Day (Part Trois)
- Chart of the Day: Pullback in Eaton Is Actually a Positive
- Tweet of the Day (Part Deux)
- Who the Heck Is Aspen Aerogels? I’m Opening a Position
- Unsustainable?
- AMD Gets a Boost, So Here’s My Plan
- Buying Carvana Puts
- Things I Did Today
- I’m Building a Bigger Position in This Fast-Growing Energy Play
- Selling Palantir at a Big Profit to Increase Our Cash on Hand
- Late Morning Market Stats and Charts
- The Future Is for Everyone, But Is META Stock for You? This Week’s Pro Survey.
- “The CNBC Panelist Said What?” (Issue #13)
- Grading Top-3 Mining Stocks as Gold, Copper Price Breaks Out and Dollar Falls
- Debunking the Core Bullish Argument That Strong EPS Equates to Strong Price Gains
- We’re Picking Up More Shares of This Holding
- Boockvar Wowed by Druckenmiller
- Upside, Downside Movers in the Morning
- China and Iran Push Back on Bessent: 8 Key Items Shaping the Stock Market Tuesday
- ETF Action in the A.M.
- 3 Factors Align for Bounce Action, but Don’t Be Too Trusting
- Charting the Premarket Percent Movers
- Treasury Auctions, Fed Lineup, Econ Calendar
- Economic Pain Planned for Iran, Sandisk Slips, Charting a Bit of Bearishness
- Shorted More SPY
- Quoth The Raven: 8 Sharp Bearish Scenarios
- This ‘Bears’ Repeating
- Programming Note
- Tweet of the Day
- The Nasdaq Momentum Indicator May Be More Telling Than Bonds Are Right Now
- Read This Tweet… Carefully
- Oscillator Is Slightly Overbought
- Seven Straight Down Days for NVIDIA. Are Investors Antsy Yet?
- Monday’s After-Hours Advancers and Decliners
- Monday’s Closing Market Stats
- Lots of News But Little Reaction as Market Yawns
- Revisiting the Top and a Growing List of Risks
- We’re Tracking 23 New Signals Across Our Investing Themes
- Cutting Back on Staples
- S&P 500 Sector ETFs
- Chart of the Day: Shhhh… Alphabet Is Taking a Nap
- Putting Them on ‘Notice’
- Options Trading: Salesforce Sees Bullish Flow on a Price Breakout
- Tweet of the Day (Part Deux)
- ‘Oh’ Those Data Centers
- Jim Chanos
- With September Cool Comes Three Big Concerns
- Tweet of the Day
- Back Short CoreWeave
- New Disney Price Target After Morgan Stanley Update
- What’s Our Potential Pick-Up Point for Boeing?
- Charting the Late Morning Market
- More on OpenAI and Shorting Nvidia
- Adding to My Fave ETF Shorts
- The CNBC Panelist Said What? (Issue #12)
- I Just Added This Stock to My Shopping List Amid Sluggish Market Action
- Warsh, Bessent and the Battle for Long-Term Treasury Yields
- Tech (XLK) Vs. Financials (XLF)
- Contributor Comment of the Day
- Boockvar on Charts to Watch; BJ’s Take on Consumer; Corn Prices
- Raising Cash by Selling From These 2 Small-Cap Positions
- Trulieve Trading
- PEP Sell
- Upside, Downside Movers in the Morning
- ETF Action in the A.M.
- Charting the Premarket Percent Movers
- Treasury Actions, Economic Calendar
- Iran Put on Notice, Partners Warned; How to Corral the Yield Curve
- Bessent Today, Warsh Friday: 8 Key Items Shaping the Stock Market Monday
- Hedgeye Interviews The Little Chief
- Can Nvidia Fix the Interest Rate Problem?
- Charting the S&P 500: Giving Bulls the Benefit of the Doubt
- More Tales From Nvidia: The Furious Race to Get IPOs Done and My Objections to ARR (Issue #242!)
- My Tweet of the Day
- Wall Street Has 2 New Favorite Phrases. I’m Not Buying Either One.
- Howling About the Bond Market
- Oscillator Slips Back to Modestly Oversold
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