7-17-2023 – You Don’t Have to Know Everything...

Historically, the real estate "Spring Buying Season" starts the weekend after the Super Bowl. So, we will be looking at early inventory data to see if sellers are finally coming off the sidelines.Today's Stocks & Topics: Unum Group (UNM), Sandisk Corporation (SNDK), Housing: The ...  Show more

Next week kicks off the "Year of the Horse" in China. So, we will discuss the massive pre-holiday cash injection coming from China's central bank… and whether it’s a trap for foreign investors.Today's Stocks & Topics: Sprouts Farmers Market, Inc. (SFM), Risk On-Risk Off, Mark ...  Show more

* Fed will talk about tapering until it can use Delta as an excuse not to. * Bitcoin is irrelevant to monetary policy. * Accepting Bitcoin for mortgage payments is a publicity stunt, not a use case. * Fed uses owner’s equivalent rent data to hide the scarier actual rent data. * F ...  Show more

In this episode of Chip Stock Investor, Nick and Kasey discuss a recent news report ( https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09/) suggesting Nvidia (NVDA) is aiming to compete in the custom data center and AI ...

* Momentum stocks rally. * Gold inches higher under everyone’s radar. * Investors distracted by Bitcoin’s bear market rally. * Atlanta Fed President Bostic admits policy will be less loose, not tight. * Original CPI change was intended as a stealth way to cut social security. * U ...  Show more

Patrick Bet-David, Adam Sosnick, Tom Ellsworth, and Vincent Oshana discuss whether nationwide cell outages in the U.S are the result of tech failure or a cyber attack, non-U.S. citizen Kelly Wong being appointed by the San Francisco's Board of Supervisors to city's Ele ...