Separate names with a comma.
I agree on MSFT Smokie. I have seen a number of articles over the past couple of days talking about concern that MSFT is not showing much...
Today is one of those days when a market pause is reasonable. The markets have a lot of upcoming news today that will need to be evaluated after...
A word about NVDA. PLEASE.....the fact that I have added some shares lately is NOT a message to others to do the same. Everyone is in a...
Speaking of real property. Home prices rose for 4th straight month in May Home prices rise again in May despite higher mortgage rates...
You know a few days ago I put up an article complaining that the earnings reports so far are about a 75% BEAT. The article was complaining that...
The market start today. Stocks open lower with Fed decision, tech earnings in focus...
It is FED day so the markets will be totally distorted today till about 2:00 when the FED announces the obvious......another rate hike of 0.25%....
Of course......Microsoft is down by about 3.08% today. This is the DUMB money accepting the media line on earnings and the cloud data. I will...
I saw data on my area regarding the housing market yesterday. Prices are steady and firm.....perhaps even making a slight move UP. More...
And to follow up somewhat on the above. Underperforming Your Own Assets https://ritholtz.com/2023/07/underperforming-your-own-assets/ (BOLD is...
I have been clear on Amazon in the past and my view is still the same. I think the company is experiencing a management failure. I put most of...
One last comment: As I was thinking about doing this trade I did consider what I believe is the most significant risk. That being that NVDA...
This investment was done according to what I consider the PROBABILITIES. 1. Sell one holding and immediately reinvest the money so that it is...
Well for me it is the MAGNIFICENT FIVE......since I sold TSLA and will never buy META. ACTUALLY......this was a pretty sudden decision. It was...
To add to the above.....I have many mature companies in my portfolio.....NKE....COST....HON....HD....AMZN....and the other tech companies that I...
YES.....I am now a CHIPPIE. Kind of like a financial........Swiftie. My thought process.....well....for what it is worth here it is. I have...
"AS USUAL.........HERE is my current PORTFOLIO MODEL. I am once again posting my PORTFOLIO MODEL. My initial criteria to start the process to...
HERE is the TRUTH about the MSFT earnings: "Microsoft reported its strongest financial quarter ever. The company posted $56.2 billion in sales...
The companies above are both KILLER companies. I consider BOTH as CORE HOLDINGS to the point that I double and triple up on them.......with my...
HERE is GOOGLE. Alphabet earnings: Google parent beats top and bottom line expectations, stock pops more than 3%...