I woke up, and the first headline I saw about what had happened in the US during my sleep was “We just increased tariffs on China to 104%” from President Trump. Once again, many people were caught by surprise, even though the US President had previously warned he would take…
Category:Stocks
TARIFF WARS: A NEW HOPE
Similar to Luke Skywalker taking a sigh of relief after successfully striking the Death Star, traders all around the world took a deep sigh of relief when the threat of the tariffs’ laser beam pulverizing their wealth did not materialize after a long weekend of “Black Monday is coming!” fear-mongering…
TRADERS GOT TRUMP WRONG AND WILL NOW PAY THE PRICE FOR THEIR MISTAKE
Two months ago in the article “WHY MAKING AMERICA GREAT AGAIN IS SUCH A BAD NEWS FOR MANY (GREEDY) US INVESTORS“, I warned that, contrary to popular belief, US companies (especially Apple) would be the ones to lose the most in the tariff war between the US and the rest…
THE BEAR MARKET STARTED: A GUIDE ON HOW TO NAVIGATE IT
Navigating a bear market can be daunting, especially if you’re unfamiliar with the signs and strategies to manage your investments during such times. Understanding when a bear market begins, how to trade during its course, and which assets to hold can make a significant difference in protecting your portfolio and…
THE NVIDIA FAKE AI NARRATIVE IS OFFICIALLY OVER
This year’s GTC 2025 confirmed what many observers already realized back in January after Jensen Huang’s presentation at CES 2025: the AI Narrative cultivated by Nvidia since 2021 doesn’t trigger the same excitement that it used to anymore. This narrative, based on the prospect of the nearly infinite potential of…
WILL COREWEAVE MARK THE END OF INITIAL FRAUD OFFERINGS?
Recent years have been characterized by an unusual spike in the number of companies listed on the public stock market that ended up filing for Chapter 11 shortly after. Notable cases include WeWork, Lordstown Motors, ELMS, Bird Global, Proterra, and Nikola. While some companies were simply bad businesses, others like…
INVESTORS ARE NOW SLOWLY STARTING TO MAKE PREPARATIONS FOR THE INEVITABLE MARKET CRASH
It is becoming increasingly clear that the “booming economy” touted by the Biden administration might not have been booming at all. In fact, quite the opposite may have been occurring, and now many investors across the board are being forced to acknowledge this reality. In the article I published last…
DONALD TRUMP IS PLAYING CHESS, NOT CHEQUERS
More than a month ago in “WHY MAKING AMERICA GREAT AGAIN IS SUCH A BAD NEWS FOR MANY (GREEDY) US INVESTORS” I warned about how those companies that would suffer the biggest impact from US tariffs on foreign countries were, paradoxically, US companies. Why? Companies like Apple spent years building…
THE DESPERATE MOVE OF GERMANY’S POLITICIANS
Germany, long regarded as the economic locomotive of Europe, unveiled a 2025 budget plan in July 2024 that raised eyebrows across financial markets (to say the least). With a mix of ambitious spending, fiscal rule-bending, and stubborn adherence to the controversial “debt brake,” the new budget reflected a government grappling…
NVIDIA MANAGERS KNOW LAWSUITS ARE COMING AND ARE PREPARING TO DEFEND THEMSELVES
The latest Nvidia 10-K is not only remarkable for the outstanding results the company achieved in the last fiscal year, a good chunk of which are very questionable as we discussed so many times (archive), but is also remarkable for the significant amount of risk disclosures and legal disclaimers included…