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The Amazon, Walmart Gap Is Officially Closing

February 18, 5:00 pm EST We had a big earnings report from Walmart today. Last summer we talked about the…

Catalysts Ahead For Stocks This Week

November 26, 5:00 pm EST After a down 7% October, the S&P 500 was down another 3% for November as we started…

Monopoly Is Being Priced-Out Of The Tech Giants

November 19, 5:00 pm EST The tech giants continued to get hammered today.  We've talked about the prospects for an…

Why We Won’t See Another Big Silicon Valley Internet Giant

November 2, 5:00 pm EST If you are a regular reader of my daily notes, you'll know I've suspected we…

This Market Decline Is A Gift To Get Involved

November 1, 5:00 pm EST We talked about the potential bottom in stocks on Monday, based on this big trendline…

Closing The Jaws On Old Economy Versus New Economy

  October 29, 5:00 pm EST Stocks continue to swing around today.  But I think we may have a bottom coming…

Re-Pricing Of The Tech Giants, Continued …

October 26, 5:00 pm EST  With this morning's third quarter GDP number, the economy is officially growing at the fastest pace…

The Case For S&P 4,000

October 15, 5:00 pm EST On Friday we talked about the opportunity presented by this recent dip in the broad stock market.…

How Billionaires Respond To Stock Market Declines

October 12, 5:00 pm EST The S&P 500 has declined more than 5% (from peak to trough) on four different occasions this…

Cracks In Big Tech Stocks Finally Showing

October 9, 5:00 pm EST There are always plenty of risks surrounding markets.  Still, stocks tend to be pretty good…