Monday, July 22, 2024

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CAPITAL IDEAS: Is it too late to buy Nvidia

As a contrarian, I view rampant interest (euphoria?) from investment civilians as more of a negative than a positive for the stock. But momentum is powerful, and the company’s earnings growth has been stellar.

Smoke Signals from the Swamp: Kushner, the Mercers and Cambridge Analytica – Round One

As you continue to read, I want you to imagine an iceberg. Both Forbes and the New York Times thought they were being told, and telling us, the true story of Cambridge Analytica. But they and we saw only a small portion of what Cambridge Analytica wanted us to see.
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