Trade Like a Billionaire
Few traders in history have the capacity to seamlessly transition across asset classes, zooming out to see the big macro picture and in to see the minutia of a company’s 10Q but Stan Druckenmiller ranks as one of the few who have succeeded in so doing.
Stan’s thesis has been that the Fed is really in a bind, » Read more about: Trade Like a Billionaire »
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Market Commentary: Blowoff Top?
When does the market top? Looking back at prior bubbles, one rule of thumb to internalize is “when price goes vertical, a top may be near”. If you’re the mathematical type, think of the angle of ascent that price takes. Usually, a bull market plods along, slow price rises push up against the Wall of Worry.
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Market Commentary: Why Did Nvidia Go Up So Much?
A powerful investing lesson lies hidden in the movement of Nvidia this year. As the calendar turned to 2023, the stock was trading at $143 per share. Within fewer than two quarters, it had catapulted well above $300 per share. What could justify a 169% year-to-date return?
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Market Commentary: Is This The Safest Bank In America?
In 2022, Forbes released a “Best Banks In America” list and placed one little-known bank at the top of the list. Impressively, it was the third time five years that the bank had topped the prestigious list. Yet few investors are aware of this under-the-radar bank: Home Bancshares.
At time when interest rates are rising and banks are dropping like flies,
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Up 94% Will This Semi Stock Keep Soaring?
Semiconductor and data infrastructure company Marvell Technology (NASDAQ:MRVL) absolutely trounced the market last year by a factor of over 3x, delivering a trailing 12-month return of almost 94%.
While the stock was rising gradually all year, the company’s shares soared in early December and finished the year extremely strong.
Why are Marvell shares rising,
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Read MoreThe Burst
Could This Tiny Nuclear Company Power the Future of Data and AI?
NuScale Power (NYSE: SMR) isn’t your typical energy company. It’s a trailblazing player in nuclear innovation, aiming to rewrite how the world generates clean, consistent power. Rather than betting on sprawling, billion-dollar nuclear facilities, NuScale is going small, really small, with its modular reactors, designed to be trucked in and switched on as needed.
It sounds futuristic.
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Read MoreThe Ivy
From Market Darling to Punchline and Back Again?
Every few years, investors rediscover Plug Power (NASDAQ: PLUG) and wonder if the long-suffering hydrogen pioneer is finally about to turn the corner. Today, it’s officially a penny stock, which means under $5 per share technically.
And that’s a painful reminder that, adjusted for reverse splits, Plug’s pre-dot com IPO price of $150 feels almost mythical compared to where the stock sits today.
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Read MoreThe Daily
Commodities: Exploring the New Frontier
Systematic trends have re-written the playbook for commodities, but recent market dynamics are changing it again.
Positioned at the intersection of innovation and structural changes, commodities now present tremendous opportunities but not without challenges, with data and technology shaping the next frontier for investors and traders.
This webinar examines how systematic trends have reshaped commodities trading and how today’s shifting dynamics are redefining the market again.
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