As I have been saying, it's time to buy the dip. But what to buy? The answer may surprise you. Just look down at your feet. A chilling 'AI Bubble' narrative is suddenly dominating the investing zeitgeist. NVDA will report earnings tomorrow, and fear and loathing are already priced in. Despite last month's hyped-up Investor presentation that featured CEO Jensen Huang's "half a trillion" backlog revelation, over the past two weeks, the stock erased the Pavlovian rally it experi
Today is not the day to talk about the stock market. It is a day to remember those who have fallen in the service of protecting our freedom. Here is a poem written by my 9-year-old grandson. As a new generation relearns this lesson, it gives me hope that the sacrifice of our veterans will never be forgotten. Lest we forget.