by Garrett Baldwin | May 31, 2023 | Market Commentary
Greetings from Aegeri, Switzerland. I am sitting in a cafe at a public pool writing from my phone. The kids are eating ice cream (including the big kid, my friend Neal). I’m watching this market whipsaw as usual from far away. But I’m happy that the month is coming to...
by Garrett Baldwin | May 30, 2023 | Market Commentary
The market operates on human behavior. This is clear by the irrational rally of NVIDIA (NVDA) now trading above $400 per share… while great companies with strong cash flow are falling Tuesday. Irrationality is a hallmark of investing, trading, and human psychology. ...
by Garrett Baldwin | May 26, 2023 | Market Commentary
Today has been a period of great change for me. I have ended a two-year period on air each morning… and with that came a startling realization. I’ve largely missed my daughter each trading day before she went to pre-kindergarten to do pre-market analysis… and today...
by Garrett Baldwin | May 25, 2023 | Market Commentary
NVIDIA (NVDA) stock rallied on Friday after announcing a blowout quarter in revenue expectations. The company anticipates it will generate $11 billion in revenue in the second quarter thanks to incredible demand for “artificial intelligence” chips. Now, remember...
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...
