Yikes! Electricity is about 200% more expensive in California than in my home state of Louisiana.
Shocking Prices!
Slope of Hope Blog Posts
Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.
Thinner Winners
Just yesterday, I did a post about a new short position in Carvana. It didn’t occur to me that earnings were coming out the very next afternoon, but they were, and so far, the results are encouraging.
The Everyday Millionaire
In spite of all the mayhem this afternoon, I’ve got a lengthy meeting, so I won’t be posting new content until a couple of hours after the close. In the meanwhile, here’s a shocking fact: remember when being a millionaire used to be a huge deal? Thanks to the Fed, it’s the most common thing in the world, with the average household (not median, but average) being worth $1.3 million!
Menage a Blah
I need to rush off to a bunch of meetings, but I at least wanted to share the “big three” earnings reactions. During my tastylive show, I specifically said that GOOGL was far and away best positioned of the three. It seems I nailed that one right on the head.
I’m BATMMAAN!
Nvidia is the most valuable company on the planet. Three that are close behind report this afternoon, which are MSFT, GOOGL, and META. Here’s an interesting chart showing how the NVDA market cap compares, over time, to the others.
