America’s Streaming Stack Netflix started the online streaming revolution in 2007. This was ten years after the launch of the DVD-by-mail service in 1997. If you are not in technology, you probably aren’t familiar with the challenges with online streaming. Building scalable online media businesses can be very expensive if anything goes wrong. For example, last November in 2024, Netflix experienced a significant failure during a live broadcast for the Mike Tyson vs. Jake Paul boxing match....
about 5 hours ago • 2 min read
Nasdaq-100 Daily Newsletter Friday, April 18, 2025 Nasdaq-100 Daily Market Update The tech-heavy index is currently trading at 18,258.09, representing a 0.00% change. Market Snapshot Index Price Change NASDAQ 100 18,258.09 +0.00% S&P 500 5,282.70 +0.13% Dow Jones Industrial Average 39,142.23 -1.33% NASDAQ Composite 16,286.45 -0.13% CBOE Volatility Index 29.65 -9.16% Top Gainers Symbol Name Price Change Volume COST Costco Wholesale Corporation 994.50 +2.76% 2.70M PEP PepsiCo, Inc. 142.84...
about 6 hours ago • 4 min read
Investors were not prepared for the volatility in 2025. The macro and micro markets seem to be telling a different story whether you zoom out or zoom in. I'm not a macro investor but there are few metrics I follow when it comes to investing. For example, I'll track inflation, the price of crude oil, the 10-year Treasury rate and the S&P 500. These aren't perfect indicators but they give me insight on what's happening in the market from different angles. Let's breakdown a few of these...
2 days ago • 4 min read
Nasdaq-100 Daily Newsletter Tuesday, April 15, 2025 Nasdaq-100 Daily Market Update The tech-heavy index is currently trading at 18796.02, representing a 0.57% change. Market Snapshot Index Price Change NASDAQ 100 18796.02 +0.57% S&P 500 5405.97 +0.79% Dow Jones Industrial Average 40524.79 +0.78% NASDAQ Composite 16831.48 +0.64% CBOE Volatility Index 29.94 -3.08% Top Gainers INTC (Intel Corporation): $20.31 +2.89% TXN (Texas Instruments Incorporated): $150.98 +2.29% AAPL (Apple Inc.): $202.52...
3 days ago • 3 min read
One Billions Isn't Enough A hundred billion here and hundred billion there. Soon we will be talking real money. But now we are talking about real money when it comes to infrastructure investments for artificial intelligence. Over the weekend, I was reviewing several billion-dollar market cap companies. Anyone who values public stocks is familiar with $5-10 billion valuation companies that are projecting delivering $1 billion in revenue or more. One billion dollars is a meaningful amount for...
3 days ago • 3 min read
Nasdaq-100 Daily Newsletter Sunday, April 13, 2025 Nasdaq-100 Daily Performance Nasdaq-100 Gains 1.89% in Latest Session The tech-heavy index navigates challenges in the current market environment. Market Snapshot Index Price Change % Change NASDAQ 100 18690.06 +346.48 +1.89% S&P 500 5363.36 +95.31 +1.81% Dow Jones Industrial Average 40212.71 +619.05 +1.56% NASDAQ Composite 16724.46 +337.14 +2.06% CBOE Volatility Index 37.56 -3.16 -7.76% Nasdaq Navigating the AI Surge Nasdaq-100 Focus Today's...
5 days ago • 4 min read
The Global History of Tariffs and Trade Wars In the past week, your investment portfolio has felt the Wrath of Khan. Investors have had several straight days of total loss. Even when Bitcoin was looking uncorrelated, the market was unforgiving and sold off everything going into the weekend. To be honest, we haven’t seen a selloff like this since President Trump was last in office. The only exception is President Trump’s tariffs were well known for the past few years. In fact, Trump had first...
9 days ago • 8 min read
Trading Volatility through Uncertainty In most cases, it makes sense to hold and own the S&P 500 index for as long as possible. Anytime someone asks Warren Buffett for investment advice, he recommends the S&P 500 index for two specific reasons. The first is because the S&P 500 index has a 100-year track record of compounding capital at 7-8% annually. The compounding is consistent but returns can be volatile because of the market cycles. The second reason is to own the S&P 500 index is because...
10 days ago • 4 min read
What the Market Selloff means for Investors Since President Trump’s tariff announcement last week, we’ve seen a massive disconnect in the global markets. In fact, over the weekend the stock market has been selling off across multiple countries. It seems that the new U.S. tariff rates are the catalyst for these rolling losses. The Story from Global Futures If you’ve been investing for a long time, you eventually come across the Futures market to see how the market is reacting to different...
11 days ago • 3 min read
