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Tues@11



Anticipating the anticipations of others
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Dirty Work
"I'm a fool to do your dirty work" - Donald Fagen Maybe, but the pay sure is good. Extractive industries (Oil & Gas and Metals mostly)...


Car Crash
A slow-motion car crash is happening before our eyes. Both Apple and Tesla - notionally components of the Magnificent Seven - are now in...


Man in Black
No, it's not Johnny Cash, Will Smith, or Tommy Lee Jones. He's better at his job than those guys ever were. Nvidia CEO Jensen Huang's net...


To Nvidia and Beyond
The Wall Street mantra of 'beat and raise' is like a carrot on a stick causing investors to keep buying until the earnings narrative...


Feelin' Hot.Hot,Hot
Hotter data, like hotter weather, usually comes with a cost. Homeowners firing up their air conditioners and the Fed keeping rates...


Meta-morphosis
A metamorphosis is happening before our eyes. What started as "FANG", coined by CNBC's Jim Cramer, turned into the "Magnificent Seven",...


Start Sellin’ the News
If there was any question this is a bull market, yesterday put that thought to rest. Bulls don’t ask questions, they just keep going. All...


Runnin' on Empty
Another year, another successful drive to Florida! We hit the weather window perfectly and the drive was stress-free and smooth. But I...


A Bull Looks at 40
Middle age is a tricky time for many people. There are usually mixed emotions as you leave behind your formative youthful phase and get...


Over Your Skis
Chalk up another victim of climate change. The ski industry is going the way of video rental and photo development as a viable business...
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