Palantir (PLTR) is a beloved stock among retail investors. No wonder since it is up 181% over the last 12 months. Part of the allure is the obscurity of what exactly PLTR does. On their earnings press releases under the…
Investors today love tech. Tech is by far the biggest part of the market and it’s been the best performing for a long time. For those reasons, most investors tend to tune out the rest of the market. But that’s…
Nine months ago I made the bold prediction that UBER (UBER) will one day be a $1 trillion company. Today I want to re-iterate that call in wake of their 3Q24 earnings report out this morning which has caused the…
In analyzing the markets we must always keep in mind that the Mag 7 make up approximately 30% of the market capitalization of the S&P 500. As a result, so go the Mag 7, so goes the major market indexes….
Two homebuilders – Pulte (PHM) and DR Horton (DHI) – have sold off on earnings in the last week and my analysis of their reports suggests the sector is fully valued. Let’s start with the bigger one – DHI. With…
If you wake up really early like I do, you’ll discover parts of the underbelly of capitalism. For one thing, you’ll notice all the big trucks on the freeway delivering goods to retail locations ahead of the business day. For…
On Tuesday I previewed Newmont’s (NEM) 3Q earnings report saying that any selloff would be a buying opportunity. Well that selloff has arrived in a big way with NEM down more than 13%, dragging the Van Eck Gold Miners ETF…
It’s been an incredible year for precious metals investors. Gold bugs – much maligned – are finally seeing the moves they’ve long hoped for and expected with gold up nearly 40% over the last year. Obviously the gold miners –…
After fending off the depression from having my right wrist put in a cast last Thursday morning due to damage to my TFCC tendon that I injured lifting weights, I have returned to my nefarious ways. After placing 14th out…
Costco (COST) is a truly great company. Shoppers love it because of the great value it provides and investors love it as well because of its consistently excellent financial performance. There is no question about the quality of the company….