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One year anniversary and some random thoughts
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0
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58
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April 7, 2026
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$ORCL laid off 30K globally
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0
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37
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March 31, 2026
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Hormuz Law; AKA Hormuz Tariff
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0
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47
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March 29, 2026
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Yet another great traders
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1
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71
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March 24, 2026
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$SMCI down 27%, CEO arrested
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5
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120
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March 21, 2026
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Switzerland Bar Fire
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0
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44
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March 16, 2026
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Iran's History and Implications for US
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0
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45
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March 15, 2026
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CarMax: $KMX - 2026 Review
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2
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103
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March 11, 2026
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Random thoughts on SVB collapse
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1
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348
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March 11, 2026
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First crack in AI data center boom
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12
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173
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March 9, 2026
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60 Minutes: Havana Syndrome Weapon
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0
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68
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March 9, 2026
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$TTD CEO's open market buy and some random thoughts
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0
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66
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March 7, 2026
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Synthetic food dyes being banned
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0
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56
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March 4, 2026
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China oversold: $KWEB, $BABA, $FXI
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0
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45
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March 4, 2026
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$AES: AES Corporation
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34
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811
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March 3, 2026
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$NVDA revenue concentration
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0
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45
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February 26, 2026
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Cyber security stocks
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0
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49
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February 25, 2026
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WSJ Editorial critical of Trump's y'day rant
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8
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153
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February 24, 2026
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Blue Owl Capital (OWL) Halts Redemptions for Private Credit Fund
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0
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50
|
February 19, 2026
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Are we going to have bad Jobs number?
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6
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69
|
February 11, 2026
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India: My long term holding
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30
|
990
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February 9, 2026
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If Fed cuts rate... $VNQ
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1
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65
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February 7, 2026
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Banks some random thoughts
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0
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42
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February 6, 2026
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Key themes for 2026
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3
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93
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February 6, 2026
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Investing in India Equities?
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2
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107
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February 5, 2026
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Mark, Run this thought experiment
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2
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68
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February 2, 2026
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Trade ideas on declining dollar
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15
|
415
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February 1, 2026
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$CL: Colgate Palmolive
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16
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354
|
January 31, 2026
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|
3 Month Gain Jan 20 2026
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5
|
92
|
January 23, 2026
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Goodbye 2025! Welcome 2026!
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0
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54
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December 31, 2025
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