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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.
May 24, 2024
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Ape of Omaha
4
1
#244: Biggest losers in S&P 500 YTD & What could be a buy
In this email: Biggest losers in S&P 500 YTD. Reasons not to buy. Which tickers could be a buy
Sep 10
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Ape of Omaha
6
#243: Hold it for 1 year, this ETF is positive 80% of the time
In this email: What “any given 1-year” holding period means. TECL vs TQQQ. TECL, a stats breakdown
Jul 29
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Ape of Omaha
1
#242: Tariffs & Stocks - timeline so far
In this email: Quick recap of post-liberation day stock market. Historical swings - a visual comparison. What to do till end of year?
May 27
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Ape of Omaha
1
1
#241: Why I prefer QQQM to QQQ
In this email: What is QQQM? What’s the difference between QQQM and QQQ? Why do I like QQQM better than QQQ?
May 6
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Ape of Omaha
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#210: How Big Money's Feeling About 2024
Jan 2, 2024
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Ape of Omaha
8
#212: $520M One-click Search
Jan 19, 2024
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Ape of Omaha
7
#203: Made $10B in less than 8 years
Oct 14, 2023
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Ape of Omaha
4
#231: Decrypting the Layers
Sep 9, 2024
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Ape of Omaha
3
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#240: What's happening to UUP?
In this email: What is UUP? Pre-Trump vs first two months of Trump 2.0 IMO: DCA UUP
Apr 3
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Ape of Omaha
1
#239: How "big" is this stock market sell off?
In this email:
Mar 5
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Ape of Omaha
1
#238: Electricity bills & AI
In this email: Outlook for AI in the new administration. The Utilities sector in relation to AI. Interesting ticker from the XLU ETF
Jan 31
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Ape of Omaha
#237: +4% for January?
In this email: It’s inauguration month - how does that look historically for stocks? What’s the key focus for January in macroeconomics? Earnings to…
Dec 30, 2024
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Ape of Omaha
#236: Hawkish Fed & Reactions
In this email: Why the sell off since Wednesday? Which sectors have remained resilient? What now?
Dec 20, 2024
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Ape of Omaha
1
#235: Why Australia's Social Media Ban Could Be Dangerous
In this email: Australia’s social media ban. The specifics and technology. What are the potential risks?
Dec 10, 2024
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Ape of the Emerald City
2
1
#234: Mega Meme Like No Other
In this email: What exactly is Dogecoin? What are the fundamentals Correlations: New presidency, Dogecoin, Bitcoin, Nasdaq…?
Dec 2, 2024
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Ape of Omaha
1
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