Reviewing Winners And Losers Since The DeepSeek Shock Blindsided Markets Read Post »
AIBU, AIQ, ANEW, ARKK, ARKQ, ARTY, BOTZ, DEEPSEEK, DTCR, DTEC, IGPT, IGV, KOMP, LRNZ, MAGS, NVDA, NVDA:CA, ROBO, ROBT, SKYY, SKYY:CA, SMH, THNQ, TMC Research, UBOT, WTAITweaking Our Views Yet Staying Risk On Read Post »
ACTV, AFMC, AFSM, AIBU, AIQ, ANEW, ARKK, ARKQ, ARTY, AVUV, BAPR, BlackRock, BOTZ, DTEC, EWU, EWUS, FKU, FLGB, IGPT, IVOO, IVOV, IVV, IVW, IWC, IWM, IWN, IWO, IWP, IWR, IWS, IYY, Jean Boivin, PhD, KOMP, LRNZ, MAGS, QQQ, ROBO, ROBT, SPLV, SPMD, SPMO, SPMV, SPSM, SPUS, SPUU, SPVM, SPVU, SPXE, SPXL, SPXN, SPXS, SPXT, SPXU, SPXV, SPY, SPYD, SPYG, SPYV, SPYX, SQEW, SQLV, SSO, SSPY, SVAL, SYLD, THNQ, TMDV, TPHD, TPLC, TPSC, UAUG, UBOT, UJAN, UMAR, UMAY, UOCT, UPRO, USMC, USMF, USVM, WTAITime For A Strategic Shift Read Post »
AAAU, AIBU, AIQ, ANEW, ARKK, ARKQ, ARTY, BAR, BGLD, BNO, BOIL, BOTZ, COPJ, COPP:CA, COPX, CPER, DBE, DBO, DBP, DTEC, Financial Sense, GBUG, GLD, GLDI, GLDM, GLTR, IAU, IAUM, IGLD, IGPT, JJETF, JJP, KOMP, LRNZ, OILK, OLOXF, OUNZ, PHYS, PSLV, ROBO, ROBT, SGOL, SIVR, SLV, SLVO, THNQ, UBOT, UCO, UNG, UNL, USL, USO, USOI, WTAIFebruary 2025 Perspective Read Post »
ACTV, AFMC, AFSM, AIBU, AIQ, ANEW, ARKK, ARKQ, ARTY, ASHR, ASHS, AVUV, BAPR, BBCB, BOTZ, CBON, CHIQ, CNXT, CNYA, CORP, CQQQ, CXSE, DRAG, DRSK, DTEC, ECNS, EWH, EWT, FCA, FCOR, FLCH, FLCO, FLHK, FLTW, FXI, FXP, GIGB, GXC, IBD, IG, IGBH, IGEB, IGIB, IGPT, IVOO, IVOV, IVV, IVW, IWC, IWM, IWN, IWO, IWP, IWR, IWS, IYY, JHCB, KALL, KBA, KGRN, KOMP, KORP, KSTR, KTEC, KURE, KWEB, LKOR, LQD, LQDB, LQDH, LQDI, LRNZ, MAGS, Manning & Napier, MBBB, MCHI, MIG, PFIG, PGJ, QIG, QLTA, QQQ, RAYC, ROBO, ROBT, SCHI, SKOR, SPBO, SPIB, SPLV, SPMD, SPMO, SPMV, SPSM, SPUS, SPUU, SPVM, SPVU, SPXE, SPXL, SPXN, SPXS, SPXT, SPXU, SPXV, SPY, SPYD, SPYG, SPYV, SPYX, SQEW, SQLV, SSO, SSPY, SUSC, SVAL, SYLD, TDF, THNQ, TMDV, TPHD, TPLC, TPSC, UAUG, UBOT, UJAN, UMAR, UMAY, UOCT, UPRO, USIG, USMC, USMF, USVM, VCEB, VCIT, VTC, WTAI, XPP, YANG, YINN, YXIAI Mega Force Could Be Accelerating Read Post »
ACTV, AFMC, AFSM, AIBU, AIQ, ANEW, ARKK, ARKQ, ARTY, AVUV, BAPR, BlackRock, BOTZ, DTEC, IGPT, IVOO, IVOV, IVV, IVW, IWC, IWM, IWN, IWO, IWP, IWR, IWS, IYY, Jean Boivin, PhD, KOMP, LRNZ, MAGS, QQQ, ROBO, ROBT, SPLV, SPMD, SPMO, SPMV, SPSM, SPUS, SPUU, SPVM, SPVU, SPXE, SPXL, SPXN, SPXS, SPXT, SPXU, SPXV, SPY, SPYD, SPYG, SPYV, SPYX, SQEW, SQLV, SSO, SSPY, SVAL, SYLD, THNQ, TMDV, TPHD, TPLC, TPSC, UAUG, UBOT, UJAN, UMAR, UMAY, UOCT, UPRO, USMC, USMF, USVM, WTAIStocks That May Benefit From An AI Evolution This Year Read Post »
AIBU, AIQ, AMZN, AMZN:CA, ANET, ANEW, ARKF, ARKK, ARKQ, ARKW, ARKX, ARTY, AVGO, AVGO:CA, BLCN, BLOK, BOTZ, BUG, CIBR, CLOU, DAPP, DTEC, ECLN, ESPO, FDN, FINX, FITE, FNGS, FTEC, FTXL, FUTY, FXL, FXU, GAMR, GINN, HACK, HERO, IDAT, IDGT, IDU, IETC, IGM, IGPT, IGV, IHAK, ILDR, ITEQ, IXN, IYW, IZRL, JHMU, JXI, KNCT, KOMP, LEGR, LOUP, LRNZ, META, META:CA, METV, MRVL, MRVL:CA, MSFT, MSFT:CA, NOW, NVDA, NVDA:CA, NXTG, OGIG, PNQI, PRNT, PSCT, PSCU, PSI, PTF, PUI, QTEC, QTUM, RNRG, ROBO, ROBT, RSPT, RSPU, SKYY, SMH, SNSR, SOCL, SOXQ, SOXX, TD Wealth, TDIV, TDV, TECB, TESL, THNQ, TSLA, TSLA:CA, UBOT, UTES, VGT, VPU, WCBR, WCLD, WFH, WTAI, WUGI, XDAT, XITK, XLK, XLU, XNTK, XPND, XSD, XSW, XTUnsustainable Disequilibrium Read Post »
ACTV, AFMC, AFSM, AIBU, AIO, AIQ, ANEW, ARKF, ARKK, ARKQ, ARTY, AVUV, BAPR, BOTZ, BUG, BUYZ, CIBR, Crescat Capital, DGIN, DRUP, DTEC, DXY, FITE, Fund Letters, HACK, IDAT, IGPT, IHAK, IVOO, IVOV, IVV, IVW, IWC, IWM, IWN, IWO, IWP, IWR, IWS, IYY, KOMP, LRNZ, MAGS, NVDA, NVDA:CA, NXTG, ODDS, QQQ, ROBO, ROBT, SNSR, SP500, SPLV, SPMD, SPMO, SPMV, SPSM, SPUS, SPUU, SPVM, SPVU, SPX, SPXE, SPXL, SPXN, SPXS, SPXT, SPXU, SPXV, SPY, SPYD, SPYG, SPYV, SPYX, SQEW, SQLV, SSO, SSPY, SVAL, SYLD, TESL, THNQ, TMAT, TMDV, TPHD, TPLC, TPSC, UAUG, UBOT, UJAN, UMAR, UMAY, UOCT, UPRO, USDOLLAR, USMC, USMF, USVM, WCBR, WTAIWhy Bother With Defensive Equities During The New Trump Era? Read Post »
AIBU, AIQ, AllianceBernstein (AB), ANEW, ARKF, ARKK, ARKQ, ARKW, ARKX, ARTY, BLCN, BLOK, BOTZ, BUG, CIBR, CLOU, DAPP, DTEC, ESPO, FDN, FINX, FITE, FNGS, FQAL, FTEC, FTXL, FXL, GAMR, GINN, HACK, HERO, IDAT, IDGT, IETC, IGM, IGPT, IGV, IHAK, ILDR, IQLT, ITEQ, IXN, IYW, IZRL, JQUA, KNCT, KOMP, LEGR, LOUP, LRNZ, METV, NXTG, OGIG, PNQI, PRNT, PSCT, PSI, PTF, QTEC, QTUM, QUAL, ROBO, ROBT, RSPT, SEIQ, SKYY, SMH, SNSR, SOCL, SOXQ, SOXX, SPHQ, TDIV, TDV, TECB, TESL, THNQ, UBOT, USD, VFQY, VGT, WCBR, WCLD, WFH, WTAI, WUGI, XDAT, XITK, XLK, XNTK, XPND, XSD, XSW, XTDeepSeek Crashes The AI Party: Story Break, Change Or Shift? Read Post »
AAPL, AIBU, AIQ, AMZN, ANEW, ARKK, ARKQ, ARTY, Aswath Damodaran, AVGO, BOTZ, CEG, DEEPSEEK, DTEC, IGPT, KOMP, LRNZ, MSFT, NVDA, ROBO, ROBT, SMEGF, THNQ, TSLA, TSM, UBOT, VST, WTAIThe Quantum AI Bubble Read Post »
AIBU, AIO, AIQ, ANET, ANEW, ARKF, ARKK, ARKQ, ARTY, BOTZ, BUG, BUYZ, CIBR, Deep Sail Capital, DGIN, DRUP, DTEC, FITE, Fund Letter Stock Ideas, GARP, GOOG, GOOG:CA, GOOGL, HACK, IDAT, IGPT, IHAK, IONQ, IONQ.WS, KOMP, LCID, LRNZ, META, META:CA, NVDA, NVDA:CA, NXTG, ODDS, QBTS, QBTS.WS, QMCO, QUBT, RIVN, ROBO, ROBT, SNSR, TESL, THNQ, TMAT, UBOT, VLVLY, VOLAF, VOLVF, WCBR, WTAIHorizon Kinetics Founders Letter 2025 Read Post »
AAPL, AAPL:CA, ADA-USD, AIO, AIQ, ANEW, ARKF, ARKK, ARKQ, ARTY, BCDF, BCH-USD, BITO, BITQ, BITS, BLOK, BNB-USD, BOTZ, BTC-USD, BTG-USD, BUG, BUYZ, CIBR, COIN, DAPP, DGIN, DOGE-USD, DRUP, DTEC, EOS-USD, ETC-USD, ETCG, ETH-USD, ETHE, FDIG, FITE, Fund Letters, GBTC, HACK, HKHC, Horizon Kinetics, IBIT, IBIT:CA, IDAT, IHAK, INFL, INW, INWNTR, INWTR, KOMP, LINK-USD, LRNZ, LTC-USD, MEDX, NEO-USD, NVIR, NXTG, OBTC, ODDS, RCH, ROBO, ROBT, SATO, SNSR, SOL-USD, SP500, SPAQ, SPX, TESL, THNQ, TMAT, TRX-USD, UBOT, USDC-USD, USDT-USD, WCBR, WGMI, WTAI, XLM-USD, XMR-USD, XRP-USD, XTZ-USDAbove The Noise: Is The Worst Of Policy Uncertainty Behind Us? Read Post »
ACTV, ADA-USD, AFMC, AFSM, AGZ, AIBU, AIQ, ANEW, ARKK, ARKQ, ARTY, AVUV, BAPR, BCH-USD, BCHG, BIL, BITO, BITQ, BITS, BITW, BLOK, BNB-USD, BOTZ, BTC, BTC-USD, BTG-USD, BTGD, COIN, DAPP, DOGE-USD, DTEC, EDV, EGF, EOS-USD, ETC-USD, ETCG, ETH-USD, ETHE, FBLTX, FDIG, FIBR, FTSD, FTXL, GBIL, GBTC, GOVT, GSY, IEF, IEI, IGPT, Invesco US, IVOO, IVOV, IVV, IVW, IWC, IWM, IWN, IWO, IWP, IWR, IWS, IYY, KOMP, LINK-USD, LMBS, LRNZ, LTC-USD, MAGS, NEO-USD, OBTC, PEDIX, PRULX, PSI, PST, QQQ, RINF, ROBO, ROBT, SATO, SCHO, SCHR, SHV, SHY, SMH, SOL-USD, SOXQ, SOXX, SPLV, SPMD, SPMO, SPMV, SPSM, SPTL, SPTS, SPUS, SPUU, SPVM, SPVU, SPXE, SPXL, SPXN, SPXS, SPXT, SPXU, SPXV, SPY, SPYD, SPYG, SPYV, SPYX, SQEW, SQLV, SSO, SSPY, SVAL, SYLD, TBF, TBT, TBX, THNQ, TLH, TLT, TMDV, TMF, TMV, TPHD, TPLC, TPSC, TRX-USD, TTT, TYD, TYO, UAUG, UBOT, UBT, UDN, UJAN, UMAR, UMAY, UOCT, UPRO, USD, USDC-USD, USDT-USD, USDU, USMC, USMF, UST, USVM, UUP, VEDTX, VGIT, VGLT, VGSH, VLGSX, VUSTX, WGMI, WTAI, XBTC, XLM-USD, XMR-USD, XRP-USD, XSD, XTZ-USD, ZROZRace To Build AI Accelerates As Companies, Countries Commit Billions In Funding Read Post »
AIBU, AIQ, AMZN, ANEW, ARKK, ARKQ, ARTY, BLK, BOTZ, DTEC, GOOG, IGPT, KOMP, LRNZ, Markit, META, MSFT, NVDA, ORCL, ROBO, ROBT, SOBKY, THNQ, UBOT, WTAIWhy Chinese Startup DeepSeek Is Suddenly Disrupting The AI Sector Read Post »
AIBU, AIQ, ANEW, ARKK, ARKQ, ARTY, AVGO, AVGO:CA, BOTZ, DTEC, FTXL, GEV, IGPT, KOMP, LRNZ, NVDA, NVDA:CA, PSI, ROBO, ROBT, SMH, SOXQ, SOXX, TD Wealth, THNQ, UBOT, USD, WTAI, XSDNavigating Investment Themes For 2025 Read Post »
AIQ, ANEW, ARKQ, ARTY, BAR, BCD, BCH-USD, BCHG, BCI, BITO, BITW, BOTZ, BTC, BTC-USD, BTG-USD, BTGD, BUG, CGW, COM, COMT, COPX, CUT, DBC, DBP, DJP, FAAR, FDN, FIW, FTGC, FXL, FXZ, GAMR, GBTC, GCC, GLD, GLDI, GLDM, GLTR, GNR, GSG, GUNR, HAP, IAU, IDGT, IGE, IGM, IGPT, IGV, IXN, IYM, IYW, JJP, KNCT, LIT, LRNZ, MOO, MXI, NXTG, OBTC, OUNZ, PDBC, PHO, PIO, PNQI, PSCM, PSCT, PSI, PTF, PYZ, QTEC, ROBO, ROBT, RSPM, RSPT, SGOL, SLX, SMH, SOXX, TDV, THNQ, UBOT, UCIB, URA, USCI, VanEck, VAW, VEGI, VGT, WFH, WOOD, WTAI, XBTC, XLB, XLK, XME, XNTK, XSD, XSW