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Good analysis there. Just another global brand fooled by Covid into think it was permanent. Their marginal demand was coming from China but China is years away from a recovery. Look at the European Luxury brands, they are all crashing (except Ferrari) as well and they, like Nike, get all...

Its the same story since the Lehman debacle -- no one wants to take a loss anymore certainly not the Oligarchs that have greased the politicians. There is no democracy or capitalism in the US anymore. It has mutated to a plutocracy where only the little people take losses never the Oligarchs...

It was a very poor performance for a supposedly good print. I guess the old saw about fading a gap higher works well. I get the impression the economy is slowing but it hasn't gone negative yet so you have a sideways move. I think the fact that Bitcoin keeps dropping is a good indication the...

This didn't age well, but what do you expect when you market a spoiled brat like Kaepernick as some sort of rebel icon? He was an average QB propped up by his coach Harbaugh and when he was fired Kaepernick was exposed as a poser. The real problem at Nike is the same problem with a lot of US...

Inflation is the endgame for debt reduction which means parabolic moves in the equity market. The NASDAQ doubled in 1999, surely 5X in 8 years is no sweat (its only 22.3% compounded annually). 22% is probably the annualized EPS growth of the big tech companies.

Fooled By Randomness is a great book the same vein as When Genius Failed. I remember seeing an interview with Myron Scholes from the infamous LTCM debacle on a PBS NOVA special and he was still in denial about what happened and he took no responsibility for its collapse. That guy is exactly the...

News media is a tough business to make money in. Fox News has been successful but most independent news media eventually fails. Even Vice never really succeeded, although thwy did some success. I remember the magazine George run by JFK, Jr and backed by Conde Nast didn't even succeed, of course...

Yes. Q4 2032 DJIA == 100K - 120K S&P500 == 15K - 20K NDX == 80K - 100K

If the BOJ intervened and the Yen kept going lower, that would be a catastrophe. I wonder if that would negatively effect the Nikkei? I am short Yen & long the DXJ but I wonder if there is a sell off coming for equities. If the USD dollar fell 7% in 3 months I wonder if the S&P would fall.

The problem with California especially the SF bay area is that if you're not a millionaire it is very expensive to live here on a daily basis. The politicians here refuse to build more housing and they refuse to end the crazy regulations & red tape so that building is easier. Its obvious their...

During the collapse of late March 2020 some of the 3X ETFs I had were changed to 2X like the Gold & Oil sector ones (NUGT & ERX). I think it was because the GDX almost went down 30% one day and if it went down some more NUGT would have gone to zero. I think the same was true for the ERX where...

I haven't checked it in a few months but I used to see which of the Amplify call writing ETFs had the highest monthly dividend yields and I believe it was CONY, SQY & TSLY (COIN, SQ & TSLA). They were all like 5+% monthly dividends. I think at times CONY was like 10+% in a month. It seems the...

Using CAPM (the theory that Risk = Reward) as your guide and assuming you are talking about investing it seems Bitcoin is a better investment. It has survived multiple stock market cycles and hasn't gone to zero so it isn't a bubble in the traditional sense. Most of the stocks that skyrocketed...

He was also great in his role in Oliver Stone's JFK. His dialogue delivery was always his trademark. Eye Of The Needle was definitely his best movie. He was also great in the 1978 remake of Invasion Of The Body Snatchers although it was very different than the 1950s version (I think the 1950s...

Down again. These guys are awful. This client.schwab.com page can’t be found This page is currently unavailable or may only be viewed after logging into Schwab.com. We apologize for any inconvenience.

If you've ever built a PC that requires a high end graphics card you would know how far ahead of AMD, Intel, etc. that nVidia is. Even in workstation cards (mainly for the CAD industry where Autodesk was supreme) before the the advent of AI, nVidia's cards were miles ahead of AMD's Radeon...

According to this page TWS only supports Intel hardware.

Lower rates seemed to help value indexes like the Dow Jones (YM) until this last down move where YM moved down with rates I guess bad economic news is finally bad market news. The NQ doesn't seem to care but that's been true since November 2023. The ES is just (YM+NQ/2) so its better to go long...

I think on the Halftime Report on CNBC there was some analyst who upgraded NVDA to $200. No surprise I guess better to be first than last.

I'm pretty sure the top will be when the $9 trillion sitting in T-bills finally get deployed into the market. Or when the bubble threads end. That's when you should worry.