Blogs

Palantir recently completed its AIP conference and we will dig deeper to understand what Palantir customers presented in that conference. We will also spend time on the IP Market, FOMC reaction and g...

Two main topics for this discussion. First will review why India could be 'China of 1990s' and could become the next destination for western countries for manufacturing / investment. Then we will div...

IPOs are back in the market, so we spent some time discussing the ARM offering and then dug deeper into Instacart's S1 document. As always, also spent time on looking at macro economic factors and ot...

In this session we will cover the mostly obscure topic of "cost basis reduction". Most retail investors are unaware of this, even though unknowingly they have been beneficiary of this concept through ...

Its the time of the quarter when the "smart money" files 13F document with SEC and that provides us peek into what their position was as end of June 30, 2023 Will review who bought/sold what We wil...

This week was very busy with earnings from Mega tech companies like Apple and Amazon. As usual, started with macro discussion and then had a deep dive into an option strategy that provides 100% down...

It was a busy week with FOMC meeting and earnings from big tech companies like Meta, Alphabet and Microsoft. Also, we discussed on why some of the Chinese stocks are on fire lately, specifically in ...

Lot of unique topics in this session. We discuss how and when the leveraged instruments should be used by retail investors. Cut through the noise and decide the utility of leveraged instruments. Then...

A few big things happened this week and we will discuss those in today's session. CPI numbers were out this week and it had pleasant surprise for the market participants. Nasdaq announced a special r...