November 12

Rational Exuberance – The Movie

David joins Fox Business anchor Charles Payne to weigh in on the Great Rotation

November 12

The Great Rotation

November 10

Rational Exuberance

Rational Exuberance – Coming into the week the spread between $QQQ and $RSP was 40% – Reversion to the mean is a powerful force

November 02

Red October

In the long run stocks care about cash flow, earnings, dividends and revenue in that order.

October 26

Biggest risk for the market – It’s not what you think

The truth rarely lives on the extremes. Unless we’re about to unwind hundreds of years of economic data and history, long term equity returns are driven by earnings, cash flow, dividends and revenue in that order

October 25

Alphabet vs DOJ

October 25

What can they do? – Elon Musk

October 18

No Stimulus or Contested Election – Which do investors fear more?

David weighs in on the markets, the economy and what to expect as we approach the election

October 14

Is Alphabet a monopoly?

When companies become more powerful than government and the elected officials that watch over them, you can bet they will be broken up.

October 14

Ant Group IPO

There are so many sub plots it’s hard to know where to start. There are even national security concerns