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Table of Content Thoughts Importance of Cash TradFi Market . Volatility is back !! AI Bears Are Out In Full Force!! Nvidia (NVDA) Earnings Depreciation games Bubblicious CapEx Claims of fraud and ponz...

Table of Content Thoughts Quote : Boldness TradFi Market . Government is Open for business Stock Market Rotation AI In The News AI Bubble discussion blows up again !! Depreciation Games Meanwhile, mor...

Table of Content Market Review S&P 500 Mag7 DATs Nuclear Energy Retail Favorite Other Countries ETFs Sector Performance Rule Breaker Investing: Key Takeaways Question Crypto Solana ETFs now tradin...

Table of Content Thoughts Quote Macro FOMC Update Tariff Earnings Market Performance (Sectors) S&P 500 Weekly Performance What’s in store for next 2 months? Scary Valuations !! CAPE ratio Earnings...

Table of Content Thoughts Quote Book(s) I am reading TradFi Market . Macro Happy 3rd to Bull Market Six black swan events that market has survived Average Bull Market Inflation Fed Rate Cut this week ...

Table of Content Cold Start What am I reading? Backlog Buyback Checklist Capital Allocation Decisions Options ???? 1. What is the motive behind the buyback? ???? 2. Is the buyback the best use of capi...

Table of Content TradFi Market . Macro CPI report was about in line with expectations Producer price inflation resumed trend lower Tariff Impact Labor Market Cooling Further Fed likely to resume easin...

Table of Content   Cold Start Friday – Tastylive Event Food for Mind TradFi Market . Macro Weakening Labor Market What does softer labor-market data imply for the Fed and bond yields? Bond Market...

Table of Content Cold Start Book : The Wealth Ladder Super Investor Moves Investment in China TradFi Market . Equity Unloved segments showing healthy signs Earnings Nvidia ( $NVDA ) Crowdstrike ( $CRW...