I have a lot to say, so this is going to be all over the place.The Amazon call last night was phenomenal. The CEO Andy Jassy said, in reference to his $100b capex for 2025, it was a ‘once in a generation’ investing opportunity, best since the internet was invented. They are all in. We...Read More

Much of what this earnings season is about is to determine if all is well with MSFT GOOGL AMZN and META. We all want to know if capex is on schedule in order to allay the DeepSeek fears. With the Amazon numbers out, it appears all of the hyperscalers are proceeding as previously scheduled, perhaps...Read More

Markets were bid higher today by a moderate +0.37% for the SPY and +0.42% for the QQQ, in spite of the hand grenade pin action in AMD and GOOGL. We owned AMD into earnings and I hated the call. The CEO sounds like an idiot and I really really loathed myself for buying it in...Read More

All of the rhetoric is about to take a secondary position as we reveal earnings, always a tumultuous time of year. For every SPOT there is a PYPL. Ultimately, great companies perform and will reward investors. I view earnings season as a process to filter out stocks that are not operating on the level we...Read More

It was looking dicey in the pre market and we plunged lower on the portfolio at the open to the tune of -2.5%, but it was quickly and fastidiously erased after Mexico agreed to protect its border. Losses for the SPY was -0.74%, QQQ -1.2% and we managed a minor set back of just 0.34%....Read More