Coming up Roses

As of yesterday, pretty much everything we’ve been talking about over the last month blossomed. We were looking for the S&P 500 to take a run at 4100. It did even better, closing yesterday at 4179. We were looking for Amazon (NASDAQ: AMZN) to make a convincing move above $100 that would carry it up to $110. Amazon finished yesterday at $112.91.

Trading Plan Update

I love it when a plan comes together. And it’s even better when that plan involves making some loot. We had been looking for the right entry point for an Amazon (NASDAQ: AMZN) trade

Today’s Trading Plan

Amazon shares have performed much worse than Microsoft over the last year. But if investors get the feeling that Amazon can put up similar metrics for its Amazon Web Services as what we saw from Microsoft, I think Amazon will rally.

The Case for Rivian Automotive

There’s nothing sexy about delivery vans (though I will admit that I really like those Mercedes Sprinters). But the numbers that can be generated from supplying vehicles to massive delivery fleets like what FedEX, UPS and even the USPS operates are very seductive. And so it’s an attractive market for EV makers.

Office Parties and Market Trends

I’ve been to enough holiday office parties to know the risks. The last couple months of any year is crunch-time for most businesses. Stress builds. And minds wander to gift shopping, travel planning, teenage kids cramming final exams while grade school kids prep for holiday concerts – distractions that feed the stressful frenzy…