October Markets: A Pause Before the Election

October Markets: A Pause Before the Election

“Dinner was just okay.” After almost thirty years of marriage, I realized this was never the correct answer to my wife’s question about whether I liked dinner. That being said, October is usually an okay month for stocks. While “just okay” doesn’t win me any...
The Fed’s Bold Cut: Effects and Expectations

The Fed’s Bold Cut: Effects and Expectations

When my cousin was five years old, she cut her ponytail off while playing beauty shop. When her Mom went to take her hair out of the ponytail, the whole thing fell into her hand. Cutting hair isn’t bad unless you do it at the wrong time and the wrong depth. The...
Economic Tests: Surviving and Thriving

Economic Tests: Surviving and Thriving

My kids are far enough into the new school semester that they are starting to take tests. They don’t like them, but they are a necessary evil in education. It seems to me that the US economy and stock market have also been tested lately. Investors don’t like the...
September Stocks: Volatility & Opportunities

September Stocks: Volatility & Opportunities

My son crashed hard trying to slalom water ski. We were enjoying the last bit of summer at the lake, and my son decided to attempt to slalom ski after having only skied once before. He planned to kick off a ski and stay up on just one. But time after time, he crashed...
NVIDIA: Striking Gold in Tech’s AI Rush

NVIDIA: Striking Gold in Tech’s AI Rush

Some of the biggest winners of the 1849 California Gold Rush were the stores that sold picks and shovels to the prospectors who had high hopes of a big payday. It seems history is repeating itself. NVIDIA isn’t selling picks and shovels, but it is selling some...