Today’s theme, ‘That’s a wrap’, at least for the five big tech companies in the quarter, with a little more to go. Amazon and Apple brought down the curtain, after Google last week and Meta and Microsoft on Wednesday. Two more to come. SpaceX on August...

Yields 30-year Treasury yields are pushing to pre-GFC levels. (apollo.com) Pay attention to yields, not what the Fed says. (trendlabs.com) Strategy Momentum investing is not for the weak of heart. (awealthofcommonsense.com) Risk management is a...

Nvidia and founder/CEO Jensen Huang have spent a great deal of money and reputational capital of late, trying to build America an open source champion. What this AI Tech Wave keeps teaching us is that the money is only the first step. The Information...

Today’s theme: “Time to crunch the numbers”. It’s earnings season in earnest, and lots going on as usual. Meta and Microsoft reported yesterday. Amazon and Apple report after the close today, so you’ll probably see them by the time you watch this. Then...

Markets The 30-year Treasury yield is at its highest level since 2007. (cnbc.com) The equal-weighted S&P 500 is at a new all-time high. (allstarcharts.com) The KOSPI meltdown is impressive. (mrzepczynski.blogspot.com) Strategy Allocators are...

As a reminder, MarketSurge (by Investor’s Business Daily) is 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...

Books Brett McKay talks with John Richardson, co-author of “Never Settle: Persuasion and Negotiation Skills to Get What You Want.” (artofmanliness.com) Five insights from Roopika Risam’s new book, “Data Empire: The Power of...

Back in January I wrote here about the skilled worker shortage sitting underneath the AI data center boom. Electricians, carpenters, plumbers, pipefitters. They’re all in unprecedented demand as US big tech companies invest over $5 trillion in AI Data...

Today’s theme: ‘How high can it go?’ That question focuses on three events today. Three companies to discuss OpenAI, nudging a billion weekly users. SK hynix, the leading global memory company, which has had its own amazing ride this year....

Mag 7 The Mag 7 era for markets is over. (chartkidmatt.com) CDS spreads for the Mag 7 companies are on the rise. (apollo.com) Strategy Tony Isola, “Never confuse an unavailable price for a lack of volatility.” (tonyisola.com) Do retail...