May 2024 In May 2024, the S&P 500 returned 6.29%. (on.spdji.com) How major asset classes performed in May. (capitalspectator.com) Finance A profile of prolific credit rating agency Egan-Jones. (bloomberg.com) Replacing Ajit Jain at Berkshire...

Archer Aviation achieved a key milestone in its flight test program: the first piloted conventional takeoff and landing (CTOL) of its Midnight eVTOL aircraft! Jeff Greenwood, Archer’s Chief Test Pilot and former USMC aviator, flew the aircraft at 125...

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...

Podcasts Wes Gray of Alpha Architect, Sri Narayan of Cache Financial, and guest host Dave Nadig talk about exchange funds and Section 351 conversions. (youtube.com) Nick VanDerSchie talks with Joanna McGinley about the growing convergence between public...

From the earliest days of this AI Tech Wave, a core fear in the market has been the impact on jobs globally. Across vertical markets, be they white or blue collar. One of the surprising outcomes thus far has been the counter-intuitive impact on white...

Markets If you invest long enough, there’s no avoiding a bear market. (awealthofcommonsense.com) There’s no way of avoiding drawdowns, even in the best performing stocks. (tker.co) Companies Doordash ($DASH) keeps buying up former...

Here’s a preview of what we’ll cover this week: Macro: Healthcare, See’s Candies, The Bubble in Quality Market: NVDA’s $1T Capex Call, Cruise Control Trade (NCLH), TSMC Mispricing Opportunity, Small Cap Value Rotation, Earnings Season Highlights AI:...

Good morning With our summers in Coronado, I turn into ‘Porch Lindzon’ (I make calls, take meetings and do some work on the porch) and by 7 pm Ellen and I retire to our media room to ‘roam the streamers and chill’. (You may think our life is boring, but...

Elon had an interesting week. He was very busy.  His EV maker is anticipated to roll out robotaxis in Austin on June 12th.  SpaceX launched its 9th Starship test flight, requiring an FAA investigation. The rocket company also announced it will launch...

Top clicks this week Want to get wealthy? Own equity. (awealthofcommonsense.com) Great investors take (a lot) of notes. (polymathinvestor.com) Where is all that [ETF] money coming from? (awealthofcommonsense.com) Nothing great happens without...