Seven Prevailing Market Topics: Updates Week of Jan 16

In this post I’ll cover the latest news and data points around the seven prevailing topics driving my market outlook. This quote from Bloomberg last week succinctly captured the sentiments bulls and bears will be grappling with in the weeks ahead. Will bulls overzealously banking on rate cuts for both … Read more

Identifying Early Trends

Chris Camillo, a trader featured in Unknown Market Wizards, has a trading edge based on identifying early trends. Here is Chris in the book: I was a very early investor in National Beverage Corporation, which is this weird company in Florida that manufacturers La Croix, and La Croix accounts for … Read more

A Hybrid or Electric Future?

According to a recent New York Times “The Daily” podcast episode, in 2023 we are on track for 1 million electric vehicles purchased, which is about 1 out of every 10 cars sold in the US. And yet the rate of increase in EV sales in the US went down … Read more