The Fed waited to see the white's of inflation's eyes before they boosted rates, That was an epic mistake. Now they are making the same mistake with respect to cutting rates. They are waiting til they see the white's of the recession's eyes. Another mistake imho. My guess is

Oh no. The "free market hypocrites" are back calling for Fed intervention to support the stock market after a measly 10% correction. What a bunch of sissy, girlie men investors they are. No calls for intervention when things got overly stupid in stock rally. No calls for

Ceragon Networks reported strong sales growth for Q2, 12% lapping a 22% sales quarter in June of last year. At $2.67, the stock is very cheap for this growth. Profits and cash flows were in line with my expectations. The company also reiterated 2024 estimates which require

So I bought a new nanocap stock recently named KORU Medical, $krmd at $2.50. The small, niche company($115mm EV) makes subcutaneous drug infusion systems for at home and clinical use. The home/clinic visit tends to be less expensive and more convenient than hospital procedures.

How do I turn off a subject matter on X? The platform is now ruined by both sides of the Trump v Harris posts.

I added another long starter position to the growth book today, getting feet wet in Chart Industries, $gtls at $109.65. It's a leading process technology company for energy/industrial liquids and gasses. Well known for it's proprietary cryogenics/LNG liquification technology,

Here we go again with the Cisco "strong" quarter off of a sandbag estimate... Chuck Robbin's growth juggernaut, according to CNBC talking heads at least, has posted these sales..... 2024 TTM...$53.8B 2023...$57B 2022...$51.6B 2021...$50.0B 2020...$49.3B 2019...$51.9B

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How often can the market move up on the same old news that the Fed is about to start cutting interest rates? Who buys up here because they just realized that? Let me know because I have a bridge for sale....

TAT Technologies $tatt $17, is my new, new thing. If you like 38% organic sales growth and bigger eps growth for 17x's the current earnings run rate. For a high growth aerospace components and serive company it's downright cheap vs peers. And, unlike most my names. the chart is

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Looking up Nigerian oil production this was top of page... "In 2023, crude oil production in West Africa amounted to some 1.8 billion barrels per day. The producer-countries considered were Nigeria, Ghana, Cameroon, Cote d'Ivoire, and Niger, in order of largest producers. Jun

All is not lost for the bulls....

If I am reading the Household Survey correctly, part time jobs rose 500,000 in August while total jobs rose on 212,000. Therefor, full time jobs must have shrunk 300,00. No bueno.