The weekly update covers NVDA's excellent earnings; the A.I. shine which is wearing off; the minutes from the last FOMC meeting (Oct); and the fall of Bitcoin.

There are no shortage of investors which think stocks are well over-baked, especially stocks of companies that are directly or indirectly associated with the ongoing A.I. hype.  It has appeared for weeks that this was nothing more than scaremongering as stocks continued their stratospheric rise.  However, the past week saw scepticism start to set in as investor concerns regarding valuations broadened.  Tech stocks led the sell-off, although there were few places to hide as mo

I am not expert in artificial intelligence, although I do have a basic grasp of its expected benefits balanced by the possible social implications. However, this article focuses on A.I. from an investor's perspective, since the stocks of companies that can attach themselves even loosely to the A.I. narrative have taken off like a rocket.

Markets largely slid sideways in the usually quiet end of the month of August. There was news though, including the last of Mag 7earnings (NVDA), political turmoil in France, PCE for July, and th usual list of Trump matters.

This week had a double trade war "positive" for investors, excellent earnings, strong earnings and a favourable outlook from Nvidia, the 2025 Bitcoin conference in Las Vegas, the release of minutes from the last FOMC meeting, and a poor Japanese 40y bond auction.

This is a very brief update for the Mag 7 stocks for 1Q2025, all of which were down, several sharply. It is not getting better either!

Market volatility is increasing due to erratic US government policies. Bonds, gold, and foreign stocks are the place to hide.

This article takes a quick look at the semi-conductor value-chain, including chip designers, fabricators and chip machinery makers.

Tech companies drove the 7% return of the S&P 500 in the 1Q23. Without the "magnificent seven", the index would have been flattish.