Was Nvidia's Earnings The Market Top?
Submitted by QTR's Fringe Finance
Will the market ever go down? With the way I'm positioned, I'm hoping it doesn't matter either way. This past week sure made it look as though we are near a blowoff top.
This week I started the week talking about the $14.3 billion in value that ARK’s Cathie Wood doused with kerosene and lit on fire over the last few years: Cathie Wood's $14.3 Billion Implosion
Also this week I released an hour long discussion with the legendary Bob Moriarty, where we talked authoritarianism, gold, vaccine mandates, censorship and the coming debt jubilee: The End Of The American Empire: Bob Moriarty Unfiltered
I also updated a bit of my macro thoughts and tossed around a couple of new ideas for the year (one potential black swan and one new name I’m buying): Trading The Shit Show: February 2024 Portfolio Review
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Last weekend I also appeared on the “What Bitcoin Did” podcast to lay out my thoughts on Bitcoin even further. You can catch that full interview here.
This past week, I also published a piece on why America can’t afford ‘Bidenomics’ as it stands today: America Can't Afford Bidenomics
I finally got around to it earlier this year, after adding Bitcoin exposure once again to my list of 24 stocks I’m watching for 2024, leading me to write this piece last week: Why I Bitcoin
I also wrote this past week about how the nation’s debt servicing is all but completely out of control: 'Brink of Catastrophe' As Federal Interest Payments Reach $750 Billion
Two weeks ago, I also posted an interview I did with Palisades Gold Radio where I talked about hikes, cycles, timing, gold, silver, miners, bitcoin, potential for a gold reversal, Western leadership, Argentina, emerging markets and optimism vs. reality: No Soft Landing Means Own Hard Assets
I also profiled portfolio ideas heading into the new year:
QTR’s Disclaimer: I am an idiot and often get things wrong and lose money. I may own or transact in any names mentioned in this piece at any time without warning. This is not a recommendation to buy or sell any stocks or securities, just my opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. These positions can change immediately as soon as I publish this, with or without notice. You are on your own. Do not make decisions based on my blog. I exist on the fringe. The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can’t guarantee I am right; I write these posts after a couple beers sometimes. Also, I just straight up get shit wrong a lot. I mention it twice because it’s that important. Please see individual posts from DeMuth, Kupperman, etc. for additional disclosures.