There are signs of life that this nasty correction in stocks might be over or at least pausing – thanks Ryan (whose work is always excellent)… If we are going higher, it will not be the banks and Goldman Sachs leading this next stage up which is fine with me… My old saying ‘punch a …

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A couple weeks ago I bought the new iPad and I love it (small iPad, no cellular, lowest storage). It is a hardware work of art… The form factor for taking notes, surfing the web and watching video is perfect for me… The way it stands on a flat surface is Apple’s way of saying …

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Today American Express hit all-time highs. I wrote them off in my head and on my blog in 2008… It is incredible how many things I get wrong about investing and still wake up every morning excited to invest. The good news is that something this old and boring and non millennial friendly is working …

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I like charts as much as Kavanaugh likes beer. A few today that had my attention come from my pal Charlie… If you think investing in 2018 was tough…you are correct. Toughest since 2008 for most: I joked last week that I saw a caravan of Robo Advisors in white Ford Bronco’s headed for Mexico. …

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As a reminder, Marketsmith (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from Marketsmith. They are offering my readers a three week trial for $19.95. Click this link if you would like to try it …

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I remember the good old days of Google’s ‘Don’t Be Evil’. We all just winked and went about our Gmail and search routines. Today, technology giants are evil until proven innocent. We were promised the swamp would be drained in 2017 but the swamp is overflowing. No wonder volatility is back from 50 year lows… …

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On January 6th of this year, the crypto market capitalization peaked at $795 billion. Tonight the crypto market capitalization is $120 billion – an 85 percent loss: For some perspective…in just the last 60 days, Facebook, Apple, Amazon, Netflix and Google (FAANG) have lost $800 billion. At their peak, the combined market capitalization was $3.6 …

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In Houston a couple weeks back I did a fireside chat for a large group of money managers with my friend Ben Hunt (Epsilon Theory). We were invited by Jeremy Radcliffe of Valedor Partners. We had a wide ranging conversation on everything from inflation to early seed stage investing. Ben and I discussed the alpha …

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I have written a bunch of posts over the years talking about the inevitability of Nasdaq 10,000. But, in July I asked ‘Can You Handle Nasdaq 5,000 Along The Way‘. Facebook had just gapped down from it’s all time high of $200 and I wrote: In the big scheme of things, not much has changed …

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Today I get to visit my mom and two sisters in Toronto, as well as my great niece and nephew that were just born. I am in Toronto last minute to pay respects to my best friend Rob whose mother just passed away. She was a wonderful, most positive lady. I’ll be home tomorrow to …

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