1.Earnings Have Positive Momentum.
2.NVDA Wednesday Earnings..Guidance will be Key.
3.Insider Selling is 25:1 vs. Buying.
Insiders. “What is catching my eye is that while sentiment is leaning bullish among retail investors and Wall Streeters, corporate insiders are selling at the highest level since 2000 … They have all kinds of reasons to sell shares … but given the conversation about valuation and bubbles and loft earnings goals, the current 25:1 sell/buy ratio is something that gives me pause.”
4.Howard Marks on Future Returns vs. Current Valuations.
5.HOOD Robinhood Stock -25% Correction
6.CoreWeave -45% in One Month.
7.Fear and Greed Index “Extreme Fear”
8. Saw This in Howard Lindzon Newsletter….The Ultimate Tumbling Dice Economy ….Pump.Fun Coins.
9.Comparative Returns with Insider vs. Outsider Elected as New CEO
10.Note to Self—Don’t Run for Mayor in Mexico
