Stock Market Too Hot – Liquidated Most DIVOS Positions
We haven’t been posting much because we’ve been busy liquidating portfolios. We think the market is too hot now and we’ve taking this opportunity to liquidate our DIVOS stock positions.…
Cisco vs NVIDIA vs Intel
Back in August 24, we wrote an article entitled, “Is NVIDIA the new Cisco?” and included the chart below. Last August, the talking heads on business networks were all touting…
Checking In On Nvidia vs Cisco vs Intel
Nvidia is supposed to report results tomorrow and we decided to update our charts of Nvidia vs Cisco and decided to add Intel to the mix. There is surprising similarity…
US Treasury – 30 Year TIPS Auction
On Thursday February 2024, the 30 year TIPS treasury auction will take place and we are picking up some of these bonds for the long haul. We think this investment…
State of The Economy
The S&P 500 reached all time highs on Friday so what is the real state of the economy? We dug thru various sets of data to try to figure it…
Market Update: Jan 2024 SPY, QQQ, XHB Crash Comparisons
With the start of the new year we decided it’s time to take a look at our ongoing crash comparisons for SPY, QQQ and XHB. We’ll note that we had…
Labor Shortages: Vermont
JetBlue is discontinuing flights from Burlington to New York. The reason? Labor shortages of course! JetBlue cited the FAA actions in announcing its decision to end its Burlington service, which…
Comparing Inflation 1960 to 2023
In our post, Fed Pause, Demographics and Inflation we showed the chart below that showed how millenials and gen z are now a huge demographic coming into family formation and…
Market Update: Oct 2023 SPY, QQQ, XHB Crash Comparisons
The 10 Year Treasury breached 5 percent this week. There is an escalating war in the middle east and mortgage rates hit 8 percent so what better time than to…
Market Update: Sep 2023 SPY, QQQ, XHB Crash Comparisons
It’s time to check in with our SPY, QQQ and XHB crash comparisons. first up SPY: SPY is starting to crack again with a downtrend for most of September. The…