I subscribe to many different services for research purposes. My favorite type of tool is one that permits keyword searches. I am interested in natural gas companies who have designs to provide power for current or future data centers. This is inevitable. If we want to think 2026-2027, this is where we are heading. Power...Read More

A little house keeping before I get into it. I had to abruptly vacate my former offices since the landlord, who I suspected lead a religious cult, informed me he was $90k in arrears to the building owner and was to be evicted, resulting in all subtenants to be asked to leave as well. This...Read More

As many of you know I’ve always liked to play both sides of the market. Some might say I used to thrive in downward spiraling tapes. It still greatly chagrins me for having missed the early tariff fires, causing me to be in a diminutive position for most of the year. There have been many...Read More

Good Day —No worries, we made 37bps for the session and overall the indices looked somewhat benign. But the pin action beneath the surface was anything but, following comments by Powell suggesting rate cuts for December are not a foregone conclusion.This had a deleterious effect on three segments of the market — all of whom...Read More

About midday CEO of NVDA came out with a sundry of statements, one of which was this. $NVDA CEO JENSEN SAYS $500B FIGURE FROM KEYNOTE WAS FOR FIVE QUARTERS— Wall St Engine (@wallstengine) October 28, 2025 On that news, all of the money got sucked out from the market and directly into shares of NVDA,...Read More