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November Market Review
November was a volatile month, especially for the AI-related stocks. Many of them gave back sharp gains from October.
Dec 1, 20252 min read
Google is now an AI chip company?
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.
Nov 25, 20253 min read
Stock Lightning Round: GOOGL, AVGO, NVO, INTU, TSLA
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.
Nov 25, 20252 min read
Our Thanksgiving Price Index
Today, we're creating a custom "Thanksgiving Price Index" using CPI data. We're going to cut through the noise and see how much the cost of Thanksgiving has actually been rising.
Nov 25, 20253 min read
Sept Payrolls Report (Finally)
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.
Nov 20, 20251 min read
Walmart Earnings
Walmart reported earnings this morning. We'll look at the results and any read-thru's for the economy.
Nov 20, 20252 min read
Titan Nvidia Reports Earnings
NVDA reported earnings last night. Here are our thoughts after the report.
Nov 20, 20252 min read
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