May 30, 2023

The Bullish Trend for AAPL Continues

We’ve seen several points of resistance over the past year and a half in that $183/$184 area… so this is the next range I anticipate for AAPL.
May 30, 2023

Quiet Before the Storm

Stock traders love it when stocks are trading in ranges because they know a massive breakout might be coming soon.
May 26, 2023

Of Steaks, Cornhole, and Deep Thoughts

So, between grilling steaks, eating hotdogs, and playing cornhole this weekend, take some time to appreciate that hard work.
May 25, 2023

Just One Word: FLOPS

Once the computing market became a thing in the 50s and 60s, FLOPS became the hot new resource. And as plastics were to oil, AI is now the big, new customer for FLOPS.
May 25, 2023

Doubly Verified

"Bad Breadth" is when the overall market is up but many of the stocks in that market are down. This happened in 2021 (the majority were bearish but the market was up) and it’s happening now. Only a few big winners are moving the market.
May 24, 2023

An Eye on Activision

If we can get a daily close above the high from Apr 26 (indicated by the red arrow) then we could see ATVI rally back up to the point from which it dropped around $86.
May 24, 2023

Roundtable This Week: Expect Stocks to Get Crowded Out

When Uncle Sam barges in selling bonds, they soak up as much money as they need.
May 23, 2023

Buying Buffet

Going back to ‘96, BRK.B would have turned a hypothetical $10k into $177,000 while the market would have turned $10k into only $77,000 (excluding dividends). 
May 22, 2023

Higher Highs and Higher Lows for AAPL

I’d be surprised if AAPL doesn’t reach new all-time highs by August. July and August historically and seasonally are two of the most bullish months of the year
May 22, 2023

Big Tech Leads the Way, But for How Long? 

We did have a more interesting week than I was expecting, but as I mentioned last week, I think there will be more fun to come in a while … and it could well be in the other direction.
May 11, 2023

Mass Man

When I say Mass Man, I am referring to an individual, whether male, female, flying […]
April 13, 2023


Politicians, bureaucrats, officials, technocrats, and general busy-bodies – anyone convinced of their ability to know […]
March 24, 2023

When I Say Capitalist

When I say capitalism, I mean free markets. I mean unfettered choice and competition that […]
March 24, 2023

When I Say Commie

When I say commie, I mean all forms of forced collectivism. I mean communists, Marxists, […]
February 24, 2023

Don’t Ask Permission

"Cypherpunks write code,” and Eric Hughes Manifesto let the world know they wrote code to make encryption – and the “anonymous transaction systems that it makes possible” – available to anyone who wanted it.
February 20, 2023

The Road Always Taken – Don’s Daily Brief

Counting all U.S. Treasury’s bonds, notes and bills outstanding, the U.S. Government has $31 trillion in debt. But that’s only a sliver of the promises the government must keep or break.
February 16, 2023

Small Surprise from PPI… A Bigger One from Retail Sales – Don’s Daily Brief

I cover the market’s reaction to PPI (underwhelming), retail sales numbers… and the performance of our recent Daily Picks.
February 14, 2023
Mixed CPI results

A Little Something for Everyone in Today’s CPI Print – Don’s Daily Brief

CPI results are giving mixed signals. But with both stocks and bonds down sharply (at least for the moment) the ball’s in the bears’ court.
February 13, 2023

What the Shiller PE Chart is Telling Me About This Market – Don’s Daily Brief

The markets aren’t really giving us much to go on here. We’ve got C.P.I. tomorrow, […]