Peter
@treadingwater1.bsky.social
Maine Retired... Interests: Science, Reading, Investing, Sailing, Love Baseball No DM
I always look at Yardeni research, as I think he is one of the best in an area that is very difficult to perform.
November 27, 2025 at 4:04 PM
I always look at Yardeni research, as I think he is one of the best in an area that is very difficult to perform.
Since FED Williams talked positively about potential for rate cuts last Friday, the markets went straight up.
November 26, 2025 at 11:20 PM
Since FED Williams talked positively about potential for rate cuts last Friday, the markets went straight up.
How does a fire engulf four separate high rise buildings? This seems wierd.
November 26, 2025 at 7:55 PM
How does a fire engulf four separate high rise buildings? This seems wierd.
Nice commentary for you Sam. I always like reading your posts.
November 26, 2025 at 3:22 PM
Nice commentary for you Sam. I always like reading your posts.
No, what is going on is a computer architecture schism between general GPU's and TPU's. TPU's are going to gain share, and after AMZN AWS conference next week, it is going to get worse.
November 26, 2025 at 1:55 PM
No, what is going on is a computer architecture schism between general GPU's and TPU's. TPU's are going to gain share, and after AMZN AWS conference next week, it is going to get worse.
Agree, I make a pumpkin pudding, without the crust.
November 25, 2025 at 11:17 PM
Agree, I make a pumpkin pudding, without the crust.
His health and brain won't support him for 40 more months, trust me on this.
November 25, 2025 at 3:31 PM
His health and brain won't support him for 40 more months, trust me on this.
Oracles future projections are under pressure, mainly because they are insane.
November 25, 2025 at 3:22 PM
Oracles future projections are under pressure, mainly because they are insane.
I saw that also, but you wake up 24 hors later and ask yourself what were you thinking. When there is little safe/good places to run, go to the beach, besides Michael Burry is probably raking it in on his NVDA puts.
November 25, 2025 at 3:18 PM
I saw that also, but you wake up 24 hors later and ask yourself what were you thinking. When there is little safe/good places to run, go to the beach, besides Michael Burry is probably raking it in on his NVDA puts.
I have news for you, go back and look at year 2000 charts around November December
November 25, 2025 at 3:14 PM
I have news for you, go back and look at year 2000 charts around November December
The problem the White House has, is all the players are major league dimwits.
November 25, 2025 at 3:12 PM
The problem the White House has, is all the players are major league dimwits.
There are a gazillion Portfolio Managers are saying WTF?, do I need to sell this?
November 25, 2025 at 3:05 PM
There are a gazillion Portfolio Managers are saying WTF?, do I need to sell this?
2026 is the year when reality sets in. Nothing worse than a broker saying you have to lower your expectations to a seller. Panic starts around March.
November 25, 2025 at 1:08 PM
2026 is the year when reality sets in. Nothing worse than a broker saying you have to lower your expectations to a seller. Panic starts around March.
Doesn't PDF have such a tool, you have to be kidding me, what the hell is Adobe doing.
November 25, 2025 at 2:05 AM
Doesn't PDF have such a tool, you have to be kidding me, what the hell is Adobe doing.