I first wrote about up and coming Mediterranean fast-casual chain CAVA six months ago in “Legendary Days: Adventures In San Diego” (May 16, 2024). I had read about it a Barron’s article about the “next Chipotle”. But since there weren’t…
I’m not much of a car guy but the one car I’ve always wanted is a red Ferrari. Besides for that, I’m happy if my car gets me from A to B without incident. A new Ferrari will set you…
Jinjoo Lee had a fascinating and important column in Friday’s WSJ about how Big Tech – thirsty for energy to fuel its data centers for AI – is driving a nuclear renaissance (“Big Tech Is Paving The Way For A…
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…