Tag Archives: 9) Personal Investment

Last week, chip maker Intel delivered its seventh consecutive quarterly earnings beat with revenue growing 25% year over year, its fastest growth since 2011. Its non-GAAP EPS of $0.42 doubled the $0.21 consensus. Data Center and AI revenue surged 59%, and 18A foundry output exceeded internal targets by roughly 25%. Intel shares initially jumped as much as 13% after hours, but despite the outstanding earnings report, the shares gave up much of their gains....

Every time interest rates rise, the "bond bears" flood the media with commentary suggesting US Treasuries are no longer a "safe asset." The 30-year Treasury bond closed last Thursday at 5.17%. Meanwhile, the 10-year touched 4.71%, its highest print since January 2025, while Brent crude pushed above $100 as the Iran conflict escalated. Add a Fed meeting this week, and right on schedule, the Treasury safe asset debate reopened. A careful new paper from Hanno...

Thursday's selloff, led by Alphabet down 7% and Tesla down nearly 15%, was a great example of a story that has been unfolding throughout most of the year. While the largest stocks led the market lower last Thursday, many other stocks, especially small caps, were flat to higher on the day. That divergence has been a defining feature of 2026. This year, the most followed gauge of small caps, the Russell 2000, has gained roughly 17% year to date, on pace for its best...

SpaceX's June IPO raised $75 billion, resulting in an initial valuation of $1.77 trillion, making it the largest IPO in history. SpaceX, encompassing its launch business, Starlink, and the recently merged xAI, peaked at a $2.5 trillion market cap in its first week of trading, briefly tying it with Amazon as the fifth-largest publicly traded company. After only a month, the enthusiasm is rapidly fading. Perhaps most amazing of all, the fanfare is occurring despite...

Alphabet reports earnings after today's close, and Intel follows tomorrow. Together, they provide a first clue as to whether AI-related spending and investment continue at the brisk pace of the prior quarters. Alphabet represents the demand side for AI models. Google's Cloud backlog nearly doubled sequentially last quarter to a record $462 billion, growing 63% year over year, the fastest pace among major cloud providers. That backlog is one important reason...

Inside This Week's Bull Bear Report CFNAI Index Suggests Economy Is Slowing How We Are Trading It Research Report - CAPE-5, A Better Measure Youtube - Before The Bell Market Statistics Stock Screens Portfolio Trades This Week February Weakness And The Outlook For March Last week, we discussed that continued bullish exuberance and high levels of complacency can quickly turn into volatility. Over the previous week, the market fell sharply following...

One of the most referenced valuation measures is Dr. Robert Shiller's Cyclically Adjusted Price-Earnings Ratio, known as CAPE. Valuations have always been, and remain, an essential variable in long-term investing returns. Or, as Warren Buffett once quipped: “Price Is What You Pay. Value Is What You Get.” One of the hallmarks of very late-stage bull market cycles is the inevitable bashing of long-term valuation metrics. In the late 90s, if you were buying...

One of the most referenced valuation measures is Dr. Robert Shiller's Cyclically Adjusted Price-Earnings Ratio, known as CAPE. Valuations have always been, and remain, an essential variable in long-term investing returns. Or, as Warren Buffett once quipped: “Price Is What You Pay. Value Is What You Get.” One of the hallmarks of very late-stage bull market cycles is the inevitable bashing of long-term valuation metrics. In the late 90s, if you were buying...

The American Association of Individual Investors (AAII) sentiment indicator claims that 60.6% of the retail investors are bearish. The percentage of bears in its survey increased sharply from 40.5% at the prior reading on February 19. The AAII retail investor survey is now the most bearish it has been since September 2022. More stunning, this is only the sixth time since 1987 that bearish sentiment has been above 60%. Furthermore, the five-week change in the index...

The American Association of Individual Investors (AAII) sentiment indicator claims that 60.6% of the retail investors are bearish. The percentage of bears in its survey increased sharply from 40.5% at the prior reading on February 19. The AAII retail investor survey is now the most bearish it has been since September 2022. More stunning, this is only the sixth time since 1987 that bearish sentiment has been above 60%. Furthermore, the five-week change in the index...