A “Bubble”?
The news of the day is the OpenAI/AMD deal which is similar to the Nvidia/Intel deal. Both are excellent deals on the surface and win wins. The markets seems to be happy as AMD stock is soaring as is the NASDAQ 100 in pre-market. I am sure there will be more cries that this is the Dotcom Bubble all over again. It’s not. That’s only from lazy, ignorant pundits who don’t do their homework. If I had a nickel for […]
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Date: October 6, 2025
Still In Small Caps – Tesla Turnaround
I am always thankful to the markets gods when I am out of pocket and not much happens, like yesterday and last week with the Jewish holidays. For those who observed, I hope you had an easy and meaningful fast. I made up for the 24 hours of lost time with bagels, lox, cream cheese, ruglah, mimosa, homemade mac n cheese and marble cake. No wonder I had trouble falling asleep. As you know I have been writing about the […]
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Date: October 3, 2025
Conflicting October Stats, Heightened Risk, Dow 50,000 And Something Shutdown
Q4 is here. I always feel like Q3 flies by because it’s summer and the weather is warm. Of course, Q1 crawls by with winter and low daylight. Anyway, we have a number of studies that are relevant to year-end. Let’s start with October. We know that October is one of the few months that performs better when it begins in an downtrend, unlike the present. When the month starts in an uptrend, it shows a slight loss. Getting more […]
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Date: October 1, 2025
From Bonds to Stocks: How Interest Rates Affect Retirement
When rates rise, some retirees breathe easier knowing their bonds might pay more. Others worry that their stock portfolio could take a hit. And when rates fall? The script flips. If you’ve built up $500K or more in investable assets, you’ve probably felt that tension firsthand. The goal isn’t to guess what the Fed will do next; it’s to position your retirement plan to stay strong no matter what happens. Our article, “From Bonds to Stocks: How Interest Rates Affect […]
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Date: September 30, 2025
Ryder Cup Process Needs To Change
Such an amazing weekend for sports enthusiasts. Yankees and Blue Jays battled down to the wire. Two of the best college football games between GA and AL as well as Penn State and Oregon. Cowboys and Packers play no defense in a 40-40 tie. And of course, the biennial Ryder Cup which I had planned my whole Friday through Sunday around for the past year. Having played golf for 52 years and in hundreds of tournaments, the armchair golfer in […]
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Date: September 29, 2025
The Weakest Week Of The Weakest Month Playing Out
On Monday I wrote that this week was the weakest week of the weakest month of the year. Contrary to what we heard from the media and pundits at the end of August about September, I thought this seasonal trend had a good chance to play out because few people were discussing it. Furthermore, I read an additional study which I wasn’t able to verify until today that showed this and next week being down 90%+ of the time. Again, […]
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Date: September 25, 2025
The Weakest Week Of The Weakest Month Is Here
Remember in late August when the media made a huge deal about the bearishness of September? Yeah. Neither do they. I actually met with someone who first wanted to sell everything he had because he knew it was going to be bad. And then he decided not to invest with us because I wasn’t giving the media’s story any credibility. But I did the research and homework to give you the facts and details. And if you’re keeping score at […]
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Date: September 22, 2025
Powell Moves as Expected – Small Caps Continue To Rip
On Wednesday Jay Powell and the FOMC what everyone expected them to do. They cut rates by 1/4% and indicated that more rates reductions were coming. Stocks sold off and then came back. The potential set up for downside did not materialize because there wasn’t a strong upside reaction post-2pm. While the S&P 500 and NASDAQ 100 didn’t do much over the past two days, my favorite index, the Russell 2000, certainly did. On Fed day, the small caps rallied […]
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Date: September 19, 2025
***SPECIAL Fed Update – Dissolving The FOMC, Dow 50,000+***
On some, many or most FOMC (Fed) days, I often sing Europe’s, “It’s the final countdown”. At 2pm on Wednesday, Jay Powell and the rest of the FOMC conclude their two-day meeting with what will be the first interest rate cut since December 2024, one is long overdue. Before we get there, the stock market model for the day is plus or minus 0.50% until 2pm and then a rally. While the S&P 500 sold off mildly on Tuesday, it […]
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Date: September 17, 2025
Markets Stronger Than Even I Expected
I gotta say that this market is even stronger than I thought in my most bullish scenario. For five months I have been writing about how the tariff tantrum reportedly saw the single greatest mass liquidation by institutions of all-time in dollar terms. And then the masses hated and disavowed the rally right through June before accepting it. I guess I was wrong there. With stocks continuing to grind and creep higher week after week after week, there must an […]
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Date: September 12, 2025
