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#225: The non-obvious trade on AI
When it comes to Artificial Intelligence, we often think of the obvious winners like Nvidia, Microsoft (OpenAI), Alphabet (Google), etc.
 • Ape of Omaha
#248: How the Fed's Next Move Could Matter for SPY: An All-Time High Perspective
In this email: Fed x SPY Pattern Breakdown (2021~Present). Why “good cuts” drive rallies while hiking kills momentum. What December’s FOMC decision…
 • Ape of Omaha
#247: What data will we get before December Fed meeting?
In this email: Government shutdown is over. What did we get from it? Where are markets pricing December FOMC? What data will we get before December Fed…
 • Ape of Omaha
#246: Bloody Friday in US Stocks (sort of)
In this email: What happened to US stocks on Friday? How did different assets perform? How does that compare to Liberation Day? What’s the play?
 • Ape of Omaha
#245: An ETF with a catch that might still be worth the try
In this email: What is ULTY? When does it do well? When does it do poorly? Why is it worth including in one’s portfolio?
 • Ape of Omaha
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