AMA Childless Cat Ladies Edition There’s been a whole lot of political, social and financial goings-on over the past several weeks, and I’ve been fielding a lot of questions about it all from friends, family and particularly from you, The Deep Woods army. Fortunately, I have this platform to make my thoughts public, and I

The market saw a significant spike in volatility last week, but so far this week, markets have been quite tame in front of some big earnings reports and the Fed meeting that started today. Tomorrow we will find out more about what the Fed is thinking and, specifically, we should get confirmation of what everyone

Look out, kid/Don’t matter what you did Walk on your tip toes/Don’t tie no bows Better stay away from those/That carry around a fire hose Keep a clean nose/Watch the plainclothes You don’t need a weatherman to know which way the wind blows… –Bob Dylan, “Subterranean Homesick Blues” In yesterday’s hotline for my Bullseye Stock

The poet Maya Angelou once famously said, “When someone shows you who they are, believe them the first time.” Good advice, and it applies to the character of markets as well as the character of individuals. Right now, Mr. Market is telling us that it has felt a bit uncertain about the future of mega-cap

It only took about 48 hours after President Biden announced the end of his candidacy for Vice President Kamala Harris to capture enough pledged delegates to be considered the new presidential nominee of the Democratic Party. The rush to anoint VP Harris as the new torchbearer for the party is, in my view, a pretty

It’s been quite the fortnight for markets, as a rotation from mega-cap tech to the “rest of the market” and back to mega-cap tech has investors scrambling to keep up with the smart money. Then there’s the political scene, where we’ve seen an assassination attempt on the former president and a decision to pullout of

Up until this morning, the markets had been digesting a week of rotation from growth/tech stocks (particularly semiconductor stocks) to value/cyclical stocks and small caps. The reason for this rotation is a combination of the now near certainty of the first Federal Reserve rate cut taking place in September, and the very likely possibility of

Follow the money. It’s become a Wall Street maxim of sorts, and for good reason. You see, if you want to know what the markets think of anything, the money will tell you. For most of this year, the market has told us that tech, and particularly artificial intelligence (AI)-related semiconductor and software firms, have

“Jim, where were you when former President Trump was nearly assassinated?” That’s the question a friend asked over the weekend. Interestingly, the answer is quite memorable, as I was about to go on stage to deliver a talk on how to be a successful investor at FreedomFest in Las Vegas. In fact, I heard about

Last week, we took action and sold our e.l.f. Beauty, Inc. calls. And while this wasn’t a winning trade, we did manage to keep our downside manageable by selling into a big rally in the calls on Friday morning. If you still own the ELF July 2024 $210.00 call options (ELF240719C00210000), please exit them today.