Berkshire Hathaway is still the 9th largest stock in the market. So even though the "oracle of Omaha" is retiring, it's still important for our radar. We'll take a look at the latest.

Home Depot held an analyst day for Wall Street. Unfortunately their outlook reflected an uncertain consumer environment.

Consumer stocks are under pressure this morning, due to some negative analyst comments on PG. But we'll also take a broader look at the retail space in general.

Two key macro reports today -- PCE inflation and consumer survey -- should both give the Fed a green light to cut rates next week. We will also talk about how consumer stocks are faring recently.

Netflix has emerged the winner in the multi-month auction process for Warner Brothers Discovery. But the deal is a bit complex. And PSKY might not go quietly.

December 3, 2025 Summary Amazon is hosting its Amazon Web Services (AWS) conference this week. So there's lots of chatter about its AI offering relative to competitor AI cloud providers. We'll also talk briefly about monthly payrolls from ADP. In absence of the regular govn jobs figures (delayed by the shutdown), the ADP reports have taken on greater importance. Amazon AWS Amazon is hosting its AWS conference this week.  The company gave an update on the release of its own

Covered call ETFs provide equity exposure but with reduced volatility and higher total income. We'll discuss how they compare to traditional stock or bond ETFs.

November was a volatile month, especially for the AI-related stocks. Many of them gave back sharp gains from October.

Google is emerging as not only a leading AI model company (with Gemini) but now also is marketing its own line of AI processors with partner Broadcom.

The market is rallying back today, after last week's pullback. AI stocks are recovering strongly. Lightning round of updates from a few key stocks.

The Sept payrolls numbers were delayed by the shutdown. But we finally got a version of them this morning. Here's what they might tell us about the next Fed move.

Walmart reported earnings this morning. We'll look at the results and any read-thru's for the economy.

NVDA reported earnings last night. Here are our thoughts after the report.

Market datapoints today: ADP jobs data is a preview for the BLS payrolls, and HD reported earnings earnings

We have a proprietary sentiment indicator for the market's "fear vs greed". Interestingly, we back-tested it. Here are the results.

We'll take a look at a common metric to compare housing affordability over time: the "affordability index".

Market news: quick takes on Google and a downgrade on Dell, as well as the current odds of a Fed rate cut

Goldman Sachs' strategists released a 10-yr outlook for the stock market. We'll take a look.

Review of Disney's latest earnings report, and a comparison of where they are today versus days past

The Fed's mouthpiece at the WSJ published a new article. We'll take a look at what this means for odds of a rate cut.