Big Tech Earnings – pretty much done, now the hangover – are we seeing peak earnings?
A big divorce announced this week and thoughts from Charlie Munger.
An update on Biden’s first 100-days.
The mega-tech earnings are rolling in…
Seeing a buying frenzy in all sorts of assets. Housing prices are ramping higher and used car prices are off the charts.
Awaiting the tax hikes from the Biden administration and trying to figure out how they will impact the economy/stocks.
Crypto gets a punch in the face as governments are talking about regulations and digital currencies of their own.
Annual booster shots are now the talk of the pharma companies – what will that look like?
NFTs and other areas of interest are in the speculative spotlight.
Happy Birthday to JCD!
The EV space is charging higher – what to watch…?
Yields are moving up again – capping one of the worst quarters for bonds in decades.
Stocks remain semi-buoyant, new stimulus ahead keeping the bulls happy.
Andrew gets jabbed, flushing out the twisted rationale.
An update on the Ole’ Codgers vs. Millennial battle.
PLUS – The base effect related to upcoming inflation data.
Is the shakeout/correction over – or is this a dead cat bounce?
Employment report helps to cement the inflation talk – with another $1.9 trillion of stimulus on the way.
Bitcoin getting some selling – as too much confidence has investors buying at any price.
A looks at some hot SPACs and the latest from Fed Chair Powell.
Plus – a new Closest to The Pin…