by Garrett Baldwin | May 24, 2023 | Market Commentary
It feels like I forgot about something today… Was it to eat breakfast? Was it to pack for Switzerland? I know I caught up on the debt ceiling today… I know I ranted about Kohl’s (KSS) executive team today… And the news that JPMorgan (JPM) wants to short small-cap...
by Garrett Baldwin | Mar 21, 2023 | Market Commentary
LoanDepot Park is two hours and 15 minutes from my house. It’s home to this evening’s championship game between the United States and Japan. And if I don’t get on the road… Now… I’ll be missing this once-in-a-lifetime event. But before I surge across Alligator...
by Garrett Baldwin | Mar 20, 2023 | Market Commentary
I hope you had a great St. Patrick’s Day. And I hope that your NCAA Brackets aren’t completely broken. I’m still holding on right now… Barely. The good news is that I’m a risk taker. I changed Arkansas losing to Creighton at the last minute to Texas beating...
by Garrett Baldwin | Feb 7, 2023 | Market Commentary, Market Outlook
The story of 2023 has been the stock market’s unwillingness to take Federal Reserve Chairman Jerome Powell at his word. Since the start of the year, the S&P 500 is up about 8.1% (which is effectively the annualized return of the market since the 1930s). Shares...
by Garrett Baldwin | Feb 2, 2023 | Market Commentary, Market Outlook, Stocks
Momentum went positive on January 6. And if you followed that signal and just bought the S&P 500, and you’d be up 7% right now. Buy a broke stock trading at 10 times sales in Chargepoint (CHPT) and you’d be up 46.5%. Do you think this will end well for the people...
