Let’s take a closer look at Super Micro’s first-quarter preliminary results to see if there was any merit to the short seller’s claims. I’ll also discuss if the stock is still a buy after earnings. More
Articles
The Market’s Upside Potential Just Jumped
How Trump’s tax cuts and deregulation could fuel stocks … get ready for FOMO to add to the gains … how high we might go … but don’t forget: safety first Suddenly, the upside potential for stocks over the next 12 months has jumped. To explain why, let’s start with the two factors that drive… More
What Trump 2.0 Means for the AI Boom
I want to share some thoughts on the election and how a Trump 2.0 administration may impact the market now that the dust has settled. More
Behind the “Trump Bump”: How Much Could Stocks Rise in 2025?
We expect that this "Trump Bump" will lead stocks to boom in 2025 and likely into 2026 on the back of economic euphoria. More
Powell & Co. Greenlight More Gains
The Fed cuts interest rates by 25 basis points … Powell sounds dovish … will Trump control Congress? … Luke Lango’s 10-point guideline for Trump 2.0 This afternoon, the Federal Reserve cut interest rates by 25 basis points, bringing the Fed Funds target rate down to 4.50% – 4.75%. While this was widely expected, the… More
The Three Catalysts Sending Stocks to the Moon
So long as all three catalysts remain alive and well over the next several months, stocks should keep powering higher. More
The Federal Reserve Cut Rates – Are More on the Way?
In today’s Market 360, we’ll discuss the Fed’s most recent rate cut decision. But before we do, we need to review two key reports from last week that likely influenced the decision: the October payroll report and the latest Personal Consumption Expenditures (PCE) report. More
