“Nvidia continues to be one of the cheapest AI-oriented stocks even after its year-to-date run up”

by Marketing | Feb 22, 2024 | Market Notes, Media Notes

What Bubble? Nvidia Profits Are Rising Even More Than Its Stock

“We’re going to see how forgiving the market tape is for a turnaround story”

by Marketing | Feb 8, 2024 | Market Notes, Media Notes

Disney Investors Search for Clarity on Elusive Streaming Profits

“Investors are looking for a catch-up trade after Nvidia’s stellar performance in the past year”

by Marketing | Jan 20, 2024 | Market Notes, Media Notes

AMD’s Record High Shows AI-Fueled Chip Rally Has Another Gear     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes...

“Credit in general is likely to underperform because it is priced for absolute perfection and absolute disinflation which is not happening very quickly”

by Marketing | Jul 7, 2023 | Market Notes, Media Notes

Disappointing Credit Market Returns Add Fuel to Bearish Bets

“I see some short-term headwinds after the most recent price movement and that Microsoft is threatening Google’s dominance in the search engine market. However, that it is a good stock for the long run”

by Marketing | Jul 7, 2023 | Market Notes, Media Notes

Alphabet Exuberance Is Cooling on Wall Street After Stock’s Strong Run