If you only followed financial media, you’d think the stock market was nothing but Nvidia (NVDA), artificial intelligence (AI), and whatever giant technology company happened to report earnings last week. Those are incredible businesses. They’re changing the world, creating enormous…
Imagine it’s 1884. You’re trying to figure out whether business is good. There are no economists on TV debating interest rates. There aren’t thousands of analysts sharing opinions about what might happen next quarter. There are no government reports hitting…
Nvidia (NVDA), the largest company in the world, just completed a $25 billion bond offering after initially targeting at least $20 billion. That’s a huge number by itself, but it wasn’t the number that caught my attention. What caught my…
Before we get started, a quick reminder: The Federal Reserve begins a two-day policy meeting this week, the first one under new Chair Kevin Warsh. And yes, his name is Kevin. Which means we should probably prepare ourselves for years…
I’ll admit it. I was nervous. Not because I thought SpaceX (SPCX) was a bad company. Quite the opposite. I’ve spent months writing about how historically significant this company is and how difficult it is to find a proper comparison.…
After college, I lived in Hoboken from 2004 through 2006. Right on the corner of 5th and Grand. 500 Grand. That was my address. And those were two and a half of the best years of my life. But Hoboken…
The SpaceX IPO is finally here. Depending on where it ultimately opens, we’re talking about a company worth somewhere between $2 trillion and $3 trillion. One company. At the upper end of that range, we’re approaching 10% of annual U.S.…
We humans like to place blame. It’s one of our defense mechanisms, one of those lizard-brain behaviors we’re stuck with. But being able to recognize those behaviors – in ourselves and others – can help us overcome them. At TrendLabs,…
At a rumored valuation somewhere between $2 trillion and $3 trillion, SpaceX would instantly become one of the largest companies on Earth. Depending on where it ultimately opens, we’re talking about a company worth roughly 1% to 2% of the…
Everybody wants to know “who wins” AI. OpenAI. Anthropic. Google. xAI. Maybe it’s a company nobody’s even heard of yet. I don’t know. More importantly, I don’t think that’s the most interesting question. I’m certainly not an AI expert. I…
It’s still a bull market, and we’re still looking for stocks to buy. Our basic bet is that stock prices are going higher from here. We’re “long,” is how they put it on Wall Street. When you’re long, one day…
One of my favorite things to do is ignore what people are saying and watch what they’re actually doing. Economists can argue. Strategists can debate. TV can spend all day discussing what might happen next. I want to know where…
