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Gumshoe Articles: Friday File

Weekly comments from Stock Gumshoe, almost always published on Fridays (plus some occasional extra notes as news warrants)

Inflation may not change that quickly, but inflation expectations can change very abruptly — like this week, when a hotter-than-expected CPI number finally pushed the market over the edge and convinced investors to stop expecting a rate cut in March, or five+ rate cuts this year.  That relatively small shift in sentiment, with the market […]

Every year we highlight the “Turkey of the Year” at Thanksgiving time, calling attention to the worst performing teaser stock picks of the previous twelve months… so it only seems fair to highlight the best picks, too, and that’s what this time of year is all about… between Christmas and New Year’s Day, when Stock […]

As a reminder that we should always be humble, and always realize that a high degree of certainty invites the laughter of the crowd… how about that NVIDIA quarter last week? I didn’t know whether NVIDIA would offer up another “beat and raise” update, with optimistic talk about the market for their high-end data center […]

What’s going on these days? It feels like the world is on fire, and that the divisions encouraged by extremist entrepreneurial politicians around the world are pouring gasoline on every spark, helped by “curated” and targeted social media and “news” sources that destroy even any common understanding of what’s factual and inflate opinion and perspective […]


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