I live in the USA and I am concerned about the future. I created this blog to share my thoughts on the economy and anything else that might catch my attention.
NVIDIA Revisited
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On August 26, 2023, 5 days before it a new closing hi at 493.55, I wrote a
critical post about NVDA - the stock, not the company. After that, the
stoc...
Going Long
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Made some big moves in retirement accounts in the last couple of months.
The boldest, and luckiest, was going 100% SP500 in one of my accounts at
the end o...
Stay away from popular tech stocks, part II
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Last August, I wrote a blog post arguing that largest technology and
internet companies -- Amazon, Apple, Facebook, Google, Microsoft -- would
never grow i...
Updating the HF Indicators
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I posted this over on Seeking Alpha.
Not much good seems to be happening, and I am concerned about the low pace
of construction and a likely end to the sho...
Yes, Well, It's Still a Friday Night
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I doubt anyone is still reading the old stuff, but I have a quiet Friday
night and figured, why not a Friday Night Rock Blog?
I found this one recently (...
Parabolic Trend of the Day: Charge-Off Rate on Commercial and Industrial Loans
Click to enlarge.
It would be completely unprecedented for this parabola to continue until something breaks! Nothing like this has ever happened before! A 25-sigma event!
Click to enlarge.
Is this the same chart? No? Sure looks the same. Starts in 2002? What? Doesn't change my optimistic outlook in the slightest though.
It was completely unprecedented for that parabola to continue until something broke! Nothing like that ever happened before! A 25-sigma event!
This is not a prediction of the future. If forced at gunpoint to make a prediction, you can probably guess which way I'd lean though. Sigh.
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