Why Nvidia fell and then rose an hour later Nvidia earnings came out Wednesday afternoon, after the market closed. The numbers were good. Sales were $96.2 billion, more than double what they were a year ago, and higher than what…
This was the second week in a row dropping a child off to college so I did not micromanage the daily news. From a distance, things felt very extreme. Big swings. The market headed one direction, I would work a…
Not that Weekly Notes is meant to be long but I have to keep this short this week. I have been in Baton Rouge moving my daughter into LSU, and I needed to savor every remaining moment I had with…
There were no notes last Saturday. August 1st belongs to my daughter Isabella. Since she passed away 23 years ago, I have never worked on her day. Three good quarters, three different reactions I have spent a lot of time…
We have spent more time on artificial intelligence in these notes than I planned to when I started writing them. I will be honest about that. But it is what is driving the markets right now. And if I am…
Short one this week. Another hard stretch on my end and I want to spend the time I have on what actually matters. I did just get a post out on How to Read an Earnings Release so check that…
This one is going to be a little different from usual. I want to open with something personal and let the market piece follow. It has been an unusually hard week for me at home, and honestly, showing up to…
Happy Fourth of July weekend. Some quick housekeeping before we get started. The U.S. stock market was closed Friday for the Fourth of July holiday, so this week’s official close is Thursday July 2. On to the notes. I will…
Quick note before we get started. This was a very tough week personally. Some hard news on the medical front along with some other challenges. It will never compare to the bad week, weeks, months and years when Isabella passed…
Quick housekeeping note before we get started. The U.S. stock market was closed Friday for Juneteenth, so this week’s closing prices are Thursday’s. The week was four trading days long. That actually fits the story it tells. Let’s get into…
This was a wild week. The market swung in both directions on news that mostly was not about the companies whose stocks were moving. Alphabet’s record stock issuance from last week kept teaching its lesson. And on Friday, the largest…
This week the AI rally finally took a real punch to the gut which it does from time to time. The priced-in lesson we have discussed on this site scaled all the way up from individual stocks to the whole…
