Blogs

268-Market Overview-Earnings-ANET-FollowTheDollars-CompareStocks

Table of Content Market Overview Market in doubt Mag 7 – It is lagging in 2025 10 out of 11 sectors have Positive YTD return Greener pastures outside Sector Performance Fear and Greed Index Prior Week...

267-13-F Filings-Earnings-ABNB TTD SHOP-Crypto-Stocks

Table of Content Happy Valentine’s Day Market Inflation – hot hot hot Market climbs the wall of worries YTD Performance SPY Total Returns (including dividends) Sector Performance Fear and Greed Index ...

266-MARKET BUBBLES-EARNINGS-GOOGL-DOCS-PINS-UBER-MACRO

Table of Content Market Economy is doing OK History of Stock Market Bubbles Palantir – Is this bubble? Share of AI in GDP Earnings Next Week Crypto Economy Bitcoin investment bill by States Microstrat...

265-Earnings-Stocks Review-Deepseek-Macro-Crypto-Options

Table of Content Market Fed Rate GDP Growth Deepseek R1 Questions From Prior Session 351 exchange Stocks Review Natera (NTRA) Intuitive Surgical (ISRG) Earnings Next Week Crypto Economy Will DJT break...

264-Macro Update-Crypto Economy-Option Strategies

Table of Content Market Performance Week Year To Date Why fixating on historical P/E makes little sense Fear or Greed? Earnings Crypto Economy Executive Order Appointments Others Option Strategies Spr...

263-JPM Guide to Markets-News-Crypto Updates

Table of Content Market Performance Sector Performance Fear and Greed Index JPM Guide to Markets Hindenburg Shuts Door Crypto Economy Epilogue Q&A Cum-Ex Trading Agentic AI Session Recording  ...

262-Carvana Short Thesis-Quality Businesses-Anatomy of Trade-Market Review

Table of Content Market Persistent Inflation and Strong Job market Make it make sense ! Not seeing YTD Performance Charts Fear or Greed? Characteristics of a good businesses Questions Backlog Short Re...

261-2024 Review-2025 Plan-Stock-Economy-Crypto

Table of Content Happy New Year Market 2024 Recap 5 Best Stocks of S&P 500 5 worst performing stocks of 2024 Best performing stocks with market cap of $1B or higher Status of Residential Real Esta...

259-2025 Crypto Prediction-Quantum Computing Breakthrough-Stock Review

Table of Content Let’s talk about Market SPY at 57th ATH this year Nasdaq above 20,000 Fed Rate Trajectory What ails housing sector? Why US Stocks expensive than the rest of the world? Animal Spirits ...