Posts
The Magnificent Bar: Alphabet and Tesla Report Into a Market That No Longer Rewards a Beat
The chip rebound had legs Tuesday, lifting the S&P 0.89% and the Nasdaq 100 nearly 2%. Now oil is back above $93 on an 11th night of strikes, futures are red,...
Earnings Beat the War: Chips Revive, 3M and GM Deliver, and the Index Keeps Drifting
The US struck Iran for a tenth consecutive night, Brent sits near $90, and Washington opened a tariff front against Canada. Futures are green anyway, led by a...
Cool CPI Lights the Fuse: ASML Roars, PayPal Pops on a $53B Bid, and a Water Stock Drowns
Inflation blinks first. June CPI posts its first monthly decline since 2020 and guts near-term hike bets, putting a bid under risk. ASML’s second guidance...
The AI Infrastructure Reset: Why Power, Gold, and Cash Flow Matter More Than Hype
This market looks calm on the surface. Underneath it, capital is rotating fast — away from financial narratives and toward physical scarcity, power capacity,...
Your Portfolio Is Not Diversified If It’s Secretly One Giant AI Bet
A broad index fund can still be a single concentrated bet. Beneath the surface, stocks, bonds, inflation, power demand, and growth are increasingly tied to one...
The Little Gold Book of YES! Attitude
Book review: Jeffrey Gitomer's The Little Gold Book of YES! Attitude - what it teaches, who it is for, and how to put it to work.
Attitude Self-Awareness: How to Think Better, Respond Better, and Build a Yes Attitude
Attitude self-awareness: how to observe your default reactions, think better, respond better and build a Yes Attitude.
The Market's Biggest Contradiction in 2026: Stocks Are Celebrating While Bonds Are Warning of Trouble
Weekly Market Update: stocks rallied to new highs while the bond market priced in trouble - what the 2026 contradiction means and what to watch next.
What If It’s Still Early? The Bull Case for AI Capex, Broadening Earnings, and a Market That May Have More Room to Run
Explore the bull case for AI-driven capex, why valuation compression can be bullish, what semiconductor earnings signal, and how the market may be in an...