Google Gives Us Some Good News

I am not saying that Google’s (GOOGL) earnings report will save the market; the market isn’t just GOOGL. However, the company demonstrated there is still some positive performance out there in the tech sector when many out there are having a hard time.  It is clear that we are about to embark on a journey […]

April 28, 2025

  (THE “SELL AMERICA” THREAD HAS TAKEN HOLD)     April 28, 2025   Hello everyone   WEEK AHEAD CALENDAR MONDAY, APRIL 28 10:30 a.m. Dallas Fed Index (April) Earnings:  Universal Health Services, Domino’s Pizza   TUESDAY, APRIL 29 8:30 a.m. Wholesale Inventories preliminary (March) 9:00 a.m. FHFA Home Price Index (February) 9:00 a.m. S&P/Case […]

The Market Outlook for the Week Ahead, or Here’s the Best Case Scenario

Last week, a concierge customer asked me an excellent question. Having correctly called the top in this market to the hour, what would it take for me to go all in on the long side and get maximum bullish? With everyone now laser-focused on downside risks, which was really a last February game, I thought […]

This Technology Is A Flop

Meta (META) cutting staff in its virtual reality and augmented reality divisions means uncertainty about future products originating from these places. The juice has not been worth the squeeze. I think everyone remembers when Founder Mark Zuckerberg had those goofy metaverse commercials depicting him as an avatar when he debuted the company name change from […]