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August 23, 2024
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10,000 Was A Piece Of A Cake
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TSM Stock Analysis: Why You Should Wait for Taiwan Semiconductor to Drop to $150
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Today, Higher Inflation + Lousy Consumer = Buy
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We came into today expecting three somewhat important market news items. All disappointed, but investors clearly don’t care.
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Has Healthy Rotation Become Potentially Toxic?
July 11, 2024
If you look at the reactions of the S&P 500 and Nasdaq 100, you’d think that today’s benign CPI report was bad for stocks.
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Nvidia Rebounds Over 6% After $550B Market Cap Loss
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Did Friday’s Big Rally Change Anything?
April 29, 2024
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The rally in semiconductors is starting to run out of superlatives to describe it. Just when you think it has to take a breather, it turns around and rallies another few percent.
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