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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Here is a nice reminder how sharing helps people. I got this from a Stocktwits user I do not know reaching out to thank me and Stocktwits for helping him with his investing the last year: Speaking of sharing, my friend JC loves to share his market work every day. JC Parets is a great …

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Before I get going, this YouTube video of a couple of kids experiencing Phil Collins song ‘Something In The Air’ was so great. YouTube is a rare asset. In 2020, I keep reminding people that certain digital/software assets have become ‘as good as gold’. The markets finally care about all the money printing and, the …

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Apple is one good Nasdaq up day away from 2 trillion (about $475 for the stock). I think the stock has gone from 1 trillion to 2 trillion faster than it went from 1 billion to 2 billion. It has been my largest stock holding for a very long time (Spotify has been back and …

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The new hip mantra is ‘public markets DON’T matter as much anymore‘ and a lot of the smart money has moved to the private markets- see Matt Levine’s great post. The people that say this loudest are journalists, fintwit opinionados , underperforming hedge funds and billionaires. The truth is OF COURSE public markets matter depending …

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Apple is closing in on $2 trillion in market cap and now has the largest single S&P weight over last 40-years… Nikola manufactures (I use this term loosely) electric vehicles in the Phoenix desert, did $36,000 in sales last quarter and has a $13 billion valuation. In 45 days we will find out what TikTok …

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If I woke up from a 2020 Coma today and you showed me a chart of the Nasdaq I would have guessed that Apple cured cancer. It turns out Eastman Kodak was hired to cure COVID. If I woke up from a Coma today and you showed me the headlines of 2020 and asked where …

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Good Monday morning everyone. As always here is this weeks Momentum Monday from Ivanhoff and I. I walk through the Apple explosion to new highs and what that means for my stops and area where I would get defensive. Google is the weakest of the FAANG stocks. I shared some fresh ideas with Ivanhoff in …

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I think I have tipped you off that this post is about SPAC’s. I have mentioned SPAC’s over the year on this blog, but it was February of this year that one finally caught my attention – the post was titled ‘A Little Froth Is Fun‘. I was referring to the Virgin Galactic SPAC ($SPCE). …

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Happy Saturday everyone. I plan on doing very little today other than this post. I saw this front page photo of the Washington Post and had to share it: As I have been saying…this has been the greatest ‘wall of worry’ of my investing lifetime. Markets climb ‘wall of worries’. As we worry, lose our …

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