Table of Content Warm up What I read this week Our thesis was right . Market Overview FOMC holds rate steady S&P 500 YTD Performance Sector Performance Fear and Greed Index Prior Week Backlog Duol...
Table of Content Quiz First Electric car company to go public Market Overview S&P 500 Weekly Performance S&P 500 Monthly Performance S&P 500 YTD Performance Sector Performance Market’s fir...
Table of Content Market Overview Almost flat S&P 500 Monthly Returns Mag7 lagging What risks are you preparing for through the end of 2025 ? Chinese stocks outperforming US companies Gold Rush – N...
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...
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 ...
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...
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...
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...
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  ...