From yesterday: To be as blunt as possible, until they fully get the technology arena including them semis, it’s gonna be very tough to take the big indices down. There is just so much technology concentration. We have seen days with the Dow was up 400 but the S&P was flat because the technology stocks…
SOURCE: https://www.spreaker.com/episode/crumbling-down-11-17-2025–68608478
We proudly announce that this Wednesday will be the 23rd (maybe 24th) Kaltbaum Family Thanksgiving dinner for about 300 youth from the Boys and Girl’s Clubs of Central Florida. Anyone from the Central Florida area that would like to attend and volunteer, email us here. We have served over 6500 Thanksgiving dinners through the years…
SOURCE: https://www.spreaker.com/episode/the-wild-week-in-review-11-14-2025–68573794
It started a few weeks ago with the very often warned NO SALES froth and speculation in the many nuclear, quantum, rare earth, drones, robo and all that. As we have stated, if nothing changes, NO SALES stocks will EVENTUALLY go back where they came from. Amazingly, we saw a nuclear stock go to a…
SOURCE: https://www.spreaker.com/episode/the-dow-11-12-2025–68544452
We like: The BIG BANKS are breaking out to new highs today. Big banks quite important. OIL PRICES look to be breaking down…or close to it. LONG YIELDS continue to behave and are starting to top again after bouncing. Fundamentally, we never argue with lower energy prices and the lower cost of capital. New areas…
SOURCE: https://www.spreaker.com/episode/revenge-of-the-nerds-11-11-2025–68528732
We salute all veterans. We doubly salute all veterans. We triply salute all veterans. We have been of the belief that our veterans are not revered enough. Emerging: Quietly…OILS even though oil prices have ticked up minor league. Drugs/pharma really coming on. The PPH breaks out but keep in mind LLY is 24% of that…
SOURCE: https://www.spreaker.com/episode/stunning-moves-11-10-2025–68505338
