November 11, 2024 This is the final Biotech-20 list. I replaced Rigetti Computing (RGTI) with Alnylam Pharmaceuticals (ALNY) and IonQ (IONQ) with Arcellx Inc. (ACLX) from the list I published last week. Rigetti Computing was out of place because it’s not a biotech or pharmaceutical company. Unlike the other companies,
November 11, 2024 In securities law, there’s a fine line between right and wrong — a “gray area” that requires regulators with the highest moral and ethical standards. The independent role of these regulators is crucial – a matter I have often written about. Historically, senior regulators have been free
November 9, 2024 From the desk of Bill Cara I pledge to work on this to-do list on my first day as President of the United States. Banking Reforms Federal Reserve and Cryptocurrency Regulation Tax Reform Education Reform Gun Control Healthcare Reform Housing and Homelessness Immigration and Border Control Investor
November 8, 2024 The majority of big city lawyers are Democrat-leaning. Many of those are preparing the fight against Trump 2.0. There are between 450,000 and 500,000 members of the American Bar Association. Their profession depends entirely on the Rule of Law, which has come under fire by Donald Trump.
November 8, 2024 I asked AI for an objective description of the Trump trade. The “Trump trade” generally refers to investment trends or market reactions expected to follow Donald Trump’s election as President of the United States in 2024 based on his campaign platform and the market performance related to
November 11, 2024 Like all of us, we are pondering a world under Trump 2.0. Here are a few of my post-election thoughts: I am sure many of you have post-election thoughts. I’d like to hear them.
October 15, 2024 Most investors are watching Nvidia this month. https://www.cnbc.com/2024/10/14/nvidia-shares-hit-a-record-as-chipmaker-market-cap-tops-3point4-trillion.html The biggest story is that “Microsoft, Meta, Google, and Amazon are purchasing Nvidia GPUs in massive quantities to build increasingly large clusters of computers for their advanced AI work.” The stock’s weekly data series projects more room to go, but the daily data analysis
October 11, 2024 The biggest US banks and financial services companies, JPMorgan (JPM), Wells Fargo (WFC), Bank of New York Mellon (BK), and BlackRock (BLK), are reporting earnings today. I asked AI why they report before most major US corporations for several key reasons: The answer from ChatGPT is that,
There is no need to ask your broker or financial adviser questions that AI can answer in five seconds. I asked chatGP and Perplexity, the two AI services I use most frequently, the following question: What are investment analysts looking for in JPM’s earnings reports on October 11, 2024? It
As of August 15th, Warren Buffett’s Berkshire Hathaway held a staggering 42.75% of its total market and private investments value in cash—amounting to nearly $300 billion. This growing cash pile strongly suggests Buffett is bracing for a major market downturn. Investors should note what he’s selling, such as Apple and
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