What Did the Fed Just Do?

Ok, so, I know I owe you “Part 2” of Tuesday’s article “China…Again?!?” I apologize for leaving you hanging on that, and I will send the second half to you tomorrow… But I felt it was important to address yesterday’s Fed meeting and what it means for the market going forward, and for your investments.  […]

China…Again?!?

I’m not an alarmist. You’ll never see me run around with my hair on fire over whatever the mainstream media has chosen to be their crisis du jour. There’s been just one time during my 25-year career where “sell everything” was the right call – and that was at the start of the Great Financial […]

That's a Win!

Last Friday, September 8, I told you I was adding Lithium Americas (NYSE: LAC) to my “recommended buy list.” A big reason was the recent discovery of what could be the world’s biggest lithium deposit. I wrote:  The McDermitt Caldera lithium deposit can help make the U.S. lithium independent. And Lithium Americas has a foothold […]

2 Stocks for Big Earnings Growth

Earnings are the lifeblood of the stock market. And earnings growth is the holy grail for most investors. Which is why tech stocks are so popular – they have the earnings growth. And these days, with the so-called Magnificent Seven dominating the S&P 500 and the NASDAQ, well, you’ll definitely hear that’s unhealthy for the […]

EV Sales And Energy Drinks

Energy drinks like Red Bull and Monster Beverages (NASDAQ: MNST) hit critical mass somewhere around 2006. Red Bull had already been around for 20 years, starting out as a popular drink with Thai truckers in the mid-1980’s… And Monster was a penny stock for nearly 20 years. You could’ve bought shares for a quarter ($0.25, […]

China's iPhone Ban

Apple (NASDAQ: AAPL) is getting the double-whammy. First, China has started a ban on the use of iPhones at government agencies in China – for security purposes. This is obvious retaliation for the U.S. ban on advanced semiconductor sales to China.  The timing of this iPhone ban is interesting. Because Chinese tech giant Huawei just […]

A September Rally?

It’s probably safe to say that stocks have been stronger than many people expected – me included.  Yes, we did get a ~5% decline for the S&P 500 in August. And yes, tech stocks got the worst of it. Tesla (NASDAQ: TSLA) got whacked for -28% from its July 21 high near $300 to an […]

16 Stocks that are Benefitting from the Inflation Reduction Act

16 Stocks that are Benefitting from the Inflation Reduction Act The Inflation Reduction Act (IRA) has had a massive impact on the U.S. electric vehicle (EV) market. Particularly in terms of investment flowing into the space. According to EDF data, $92.3 billion in investment announcements, representing 56% of all announced electric vehicle investments, have occurred […]

How Nvidia Got Lucky

When I started in this biz 25 years ago, internet stocks were starting to heat up. There was one category of stocks called “internet incubators” that were pretty popular. The incubators were basically venture funds that bought shares of internet companies, both private and public. Owning one of these “incubators” was like owning some swath […]

Apple Vs. JP Morgan

So far, this August sell off has lopped a little over $2 trillion off the total valuation of the S&P 500. Sounds like a lot. But if you add up the market valuation of all 500 of the companies that make up the index, it comes to a little over $37 trillion. At its most […]

Why Stocks Are Dropping

It’s kinda common for investors to think that if the U.S. economy is doing well, then the stock market should be doing well, too. After all, better economic growth means people and corporations are spending money, which means rising profits and stock prices, right?  Well, yes and no.  The whole investing game is predicated on […]

EV IPO Worth More than GM?

So we’ve got the S&P 500 falling below its 50-day moving average – which is a significant indication that the medium-term trend has changed. We’ve got Fed officials ramping up the “more rate hikes” rhetoric. We’ve got a Chinese economy that appears to be melting down. We’ve got weakening housing and manufacturing data… And all […]