“In a world of tariffs, everyone’s expecting growth to slow down specifically in the consumer areas of the market”

by Marketing | May 14, 2025 | Market Notes, Media Notes

Three Stock Lunch: Coinbase, First Solar and Nvidia

“There’s been a lot of optimism starting to be priced into the market already, but positive sentiment around the issue should continue to fuel a market recovery”

by Marketing | May 13, 2025 | Market Notes, Media Notes

Investor reaction to US-China progress in trade talks

“[The cohort] may be the only growth story in town and now they’re trading at valuations I would say are cheap”

by Marketing | May 7, 2025 | Market Notes, Media Notes

 Momentum a Powerful Ally for Stocks as Whiplash Rally Rolls On

“There are so many smart people in our industry that just don’t get the simplicity of how this market works over longer periods of time”

by Marketing | May 4, 2025 | Market Notes, Media Notes

Stock Market Bull Charges On, Question Is When It Meets the Bear

“It’s always felt like AWS and Google Cloud were taking the most share for quite some time”

by Marketing | May 3, 2025 | Market Notes, Media Notes

Amazon posts weak cloud revenue, income; shares slide

“I think the big question on everyone’s mind is what will Warren do with the pile of cash that they are sitting on”

by Marketing | May 2, 2025 | Market Notes, Media Notes

Warren Buffett Annual Meeting Preview: Berkshire Hathaway