What is going on? I've never seen ORCL have consecutive gains in the past 1 year. The last time was a very sharp and rapid jump to 345 in Sept/Oct of 2025. I think it will reach 200 this week …
The S&P 500 is pushing to new all-time highs, but daily volume (looking at SPY as a proxy) appears notably lower compared to the Jan 29 selloff. During that decline, volume expanded significantly, suggesting broad participation and urgency on the …
Markets reacted very severely when the Iranians effectively closed Hormuz in the middle of march, suggesting high oil prices are very negative for stocks. Yet after the US implemented what appears to be an indefinite blockade, oil prices seem to …
Japan crossed 1.9 in 1974. Nikkei went 10x by 1990. World's second largest economy. South Korea crossed in 1983. KOSPI 10x by 1999. Miracle on the Han River. Taiwan crossed in 1981. TWSE 20x by 1997. Global tech hub. China …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options aren't your thing then just ignore the theme. Some helpful day to day links, including news: * …
Seen lots of posts discussing the rebound and how we’ve shrugged off war woes in the indices. I want to briefly offer the perspective that the current price level may impound war effects. We’ve had several macro readings over the …
Allbirds pivoting to AI after selling its brand and footwear assets… that’s a pretty wild move!! Like… from sneakers to AI infrastructure? GPUs? I get that AI is where all the money is flowing right now, but it honestly feels …
More insider shares PURCHASED and filed today. THE CHAIRMAN bought more recent shares AGAIN. He now owns 5,826,489 that he spent over $8 million cash on. We are literally buying shares cheaper than what the chairman paid recently. READ THE …
The Trump administration wants automakers and other American manufacturers to play a larger role in weapons production, reminiscent of a practice used during World War II. Senior defense officials have held talks about producing weapons and other military supplies with …
I just got a job at a top wealth management firm. I’m basically doing a lot of backend stuff for the big boy advisers, meaning I’m privy to a lot of conversations with clients. On 3/30 one of the advisers …