Investment professionals often use the Greek alphabet to describe market analytics. Risk is quantified by the term Beta, which any hapless meme trader can buy with the click of a keypad - at least until last week blew them all up. Options traders use Delta, Gamma, Theta, Vega, and Rho because the mathematics of derivative market analysis is exceedingly complex. It also makes them seem smarter to their clients. However, the holy grail of active management is still Alpha. It

As I have been saying, it's time to buy the dip. But what to buy? The answer may surprise you. Just look down at your feet. A chilling 'AI Bubble' narrative is suddenly dominating the investing zeitgeist. NVDA will report earnings tomorrow, and fear and loathing are already priced in. Despite last month's hyped-up Investor presentation that featured CEO Jensen Huang's "half a trillion" backlog revelation, over the past two weeks, the stock erased the Pavlovian rally it experi

Today is not the day to talk about the stock market. It is a day to remember those who have fallen in the service of protecting our freedom. Here is a poem written by my 9-year-old grandson. As a new generation relearns this lesson, it gives me hope that the sacrifice of our veterans will never be forgotten. Lest we forget.

So, as a good contrarian would do, I'm buying. One could be excused for not paying attention to the market this year. With your Social Media feeds crammed full of political news, it has been hard to pay full attention to the bull run that started in April. However, "Independence Day" marked the low point for the cycle of economic deceleration caused by previous Fed rate hikes. The massive investor sentiment hit that resulted is still in repair mode. A couple of scary headline