Blogs

282-Cut Margin Rate by Half-Coatue Top 40 Tech List-Markets -News-Charts-Analysis

Table of Content   Market News FOMC keeps the rates unchanged META go big on AI TSM’s May numbers Wish all companies management was like this Sector Performance Signs of froth ? Crypto Market Top...

281-Navigating Uncertain Markets-Big Ideas 2025 – News -Charts-Analysis

Table of Content Warm up Two heart breaking events this week Plane crash that killed 241 passengers Israel – Iran involved in hot war Markets Inflation Numbers Geo political uncertainty Oil Crude Oil ...

280-Macro and Markets – UNH and XPENG Business Review

Table of Content Market Performance Overview Labor market remains strong Market did a V turn in 8 weeks World market is doing better Corporate Earnings? Looking Ahead Lululemon (LULU) Plunges on Weak ...

279-ARK Big Ideas 2025 Contd-MSFT Build Event-Investing News and Ideas-Stock and Crypto Mark

Table of Content Warm Up In person educational workshops Questions from prior session Nuclear Energy Related Stocks (Ramka) How to connect outside of Saturdays YouTube video transcriber (Dave) Thought...

278-Bond Market Signals-Big Ideas 2025-Stock and Crypto Market Overview

Table of Content Key Economic News & Data Releases Tariffs – ON or OFF ? Bond market is signaling Tepid demand for 20 year T Bonds Bond Yields House passed the big and beautiful bill ?!?! Projecte...

277-Rating Down-Market Up-SuperInvestors Moves-Ethereum Pectra Upgrade

Table of Content Key Economic News & Data Releases Moody’s Downgrades US Credit Rating to Aa1: US and China Agree to Temporary Tariff Reduction: April CPI Data Release: April PPI Data Releas...

276-Woodstock for Capitalists-Earnings Review-Stock and Crypto Market Overview

Table of Content Reflections from “Woodstock of Capitalists” Market Overview Summary Key Economic News & Data Releases Trade deal with U.K. and agrees to talks with China Fed Commentary Fedwatch :...

275-Market and Economy-ASML and TSM Earnings Review

Table of Content Market Overview Key Economic News & Data Releases Fed Commentary No Fed put How many rate cuts by the Fed ? Portfolio positioning in uncertain times Market Performance Gold contin...

274-See-saw Market, Howard Marks Memo-Crypto Updates

Table of Content Market Overview POTUS is not the most powerful in the world Status of Tariffs VIX – What history tells us Volatile Markets Market Performance – Reversal of previous week Friday Perfor...