The U.S. trade deficit narrowed to $73.3B in June as factory orders fell 0.3%, missing expectations. The ISM PMI says factories are expanding; the hard...
The U.S. goods trade deficit fell to $101.5 billion in June, beating expectations, while FHFA data showed home prices up 2.2% year-over-year. A packed...
Nasdaq futures jumped 1.4% as chip stocks rebounded, 87% of early S&P 500 earnings beat estimates, and ceasefire diplomacy pulled oil back from...
Jobless claims beat expectations at 215K, but consumer credit rolled over and the trade deficit exploded to $77.6B — all while US airstrikes on Iran...
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.…
Congrats to Donald Trump on his re-election efforts. While everyone is cheering or jeering, we’ve been taking a trip down memory lane for clues as to what might come next…
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…
We’ve been looking at economic data and it’s bad. It’s part of the reason we had not made any recent posts. We did not want to share dire economic news…
In Our 2024 Investment Strategy for Equities, we introduced our DIVOS™ strategy and today, we initiated a very small position in JNJ (Johnson & Johnson) and intend to hold and…
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…