As a reminder, MarketSurge (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Berkshire Hathaway Is Berkshire’s energy business still a growth engine moving forward? (bloomberg.com) You can’t talk Berkshire without talking about Apple ($AAPL). (wsj.com) Why Berkshire Hathaway ($BRK.A) should buy Boeing...

Dear all, first of all, I wish you a great 2024 filled with health, followed by numerous personal & professional achievements! Day by day, step by step, knowledge & effort compound! Second of all, greetings from Vienna from the Austrian...

Welcome back to the Lumida Ledger. If you find this valuable, we’d greatly appreciate you sharing it far & wide with your network. That’s how we grow and keep the content free to read. Here’s a preview of what we cover this week: Macro: Tech Goes...

As a reminder, MarketSurge (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Happy Sunday. Welcome to Trends with No Friends. For those just joining us, here’s an overview… Trends With No Friends sifts through the noise and discovers stocks above $1B market cap with high relative strength and low Stocktwits following. Why is...

I’ve been on record in these pages that self driving cars becoming mainstream in this AI Tech Wave may take longer than expected. That ‘Physical AI’ driven successes in level 5 self driving cars from the current average of level 2, may take longer...

Economy Paul Podolsky talks with Lev Borodovsky, creator of The Daily Shot. (paulpodolsky.substack.com) Tyler Cowen talks with Joseph Stiglitz, author of “The Road to Freedom: Economics and the Good Society.” (conversationswithtyler.com)...

Growth stock investors are partying like it’s 2000, with Growth’s outperformance versus Value at its highest level since July of that year. What happened in the 7 years following July 2000? Reversion to the mean. Growth stocks declined 27% while Value...

EVs Why automakers are boosting small vehicle production: price. (axios.com) What a year with a leased Ford ($F) Mach-E has been like. (wsj.com) A (fun) year with a Ford ($F) Mach-E. (charlotteledger.substack.com) What it’s like to charge an EV on...