Let It Grow Investing

Nvidia reports a double beat on earnings and revenue while guiding higher for next quarter! The AI and NASDAQ train continues to roll on. My covered calls expired and I am able to gladly say that I am holding onto my MPC and QCOM shares! I trimmed some more of my NVDA position and am looking to purchase other names that present good value, growth and dividends. Purchases this week include CVX, GOO...

Which indicator says that the S&P 500 is overvalued? We know the P/E values in the S&P are high but that's not the whole picture. PPI Producer price index figures came in hotter than expected...what does that mean for the Fed funds rate? Buffett trims Apple, adds to OXY and CVX Michael Burry adding heavily to Alibaba and JD.com I avoided going to court for a slip and fall incident from...

The S&P 500 is in rally mode and broke out past 5,000 on Friday. A slew of earnings pushed many stocks higher and brought the market up with them. We check out earnings from, Disney, Enphase, Palantir, Alibaba and more. Ethereum ETFs in Europe drive more demand in the crypto space. Bitcoin sits in the 48k range while we await the halving event in April. WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN, $...

We check back in to see what's going on with the stock market and economy. Since we've last talked: META stock absolute blow out earnings AMZN firing on all cylinders Jobs report showing strong economy with more new jobs added over the past 3 months Fed leaves rates unchanged and believes the economy is too strong to cut rates in March ( some believe no cuts in May as well) S&P 500 at...

AI continues to be a huge growth story for 2024. Which names can we count on for gains en masse and which names are positioned to use AI to build out their existing business to keep up with the evolving technology? Fed to cut interest rates in 2024, what does EOY look like Tesla drops forecast for EV sales Ford cuts production on F-150 lightning Bitcoin prices cool to 39k and quickly recover to 42...

After a busy week of snow days we are back on track with the market! We look at 2 new Bitcoin ETFs from Blackrock and Fidelity that have secured $1B in assets since opening trading on the 11th. Home sales slumped in 2023 to their lowest level since 1995. S&P500 reaches new all time highs AI get a boost from revitalized govt interest in building more facilities in the US NVDA reaches all time h...

We dive back into the market and the events that changed the market this week. Bitcoin ETFs are approved Ethereum ETFs next? CPI comes in higher than expected Treasury yields rise towards 4% Some sectors still worth buying? Where can we find solid value in this rising market WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN, $MPW, $NEE, WEEK 2 $NVDA, WEEK 3 $HASI As always, I thank each and every one of y...

In this epsiode we are going to be looking at what the market has done so far in 2024 and where we might go from here. Will it be a total market rally, some stocks head higher, or are we going to give all of our gains back this year? I made the decision to sell out of 3 names in our WeBull Investing challenge portfolio. We close out of Honest HNST, Shopify SHOP and Plug Power PLUG. With those fund...

Welcome to 2024! 23 treated us well; will the trend continue for 2024? We saw many names with double and triple digit gains over the past year, but can we count on that to continue in the new year? We look at names that have outperformed (most after under performing in 22) and could push higher, names that have under performed in 23 and can push up from here. We identify trends in the market, incl...

In this one we look at all the gains over the course of the year. The S&P 500 gaining for the past 8 weeks. The Fed plans to cut rates for 2024 after results from PCE and inflation come in lower than expected. Some analysts push higher for 2024 while a few seem to believe that the market could fall. We dive into areas where the market could rally, other areas where the stock market could pause...

Looking into all the market shifts over the last few weeks. The Fed begins to pivot to rate cuts for 2024, signaling 3 or more cuts in the new year. 75 basis points of cuts are expected bringing the target rate down to 4.5%-4.75% by end of year. Retail sales increased .3% month over month in November against expectations of -.1% Initial jobless claims of 202k vs. expectations of 220k Growth stocks...

Getting caught back up with the market. Unemployment comes in lower than expected at 3.7%. Non farm payroll jobs add in 199k jobs over November. Our real estate investment journey continued. We received two offers on our rehab house! NVDS sees opportunity in southeast Asia. Meetings planned in Hanoi with tech companies. Apple building 1/4 of New iPhones in India. Catching new price target raises f...

We've moved up nicely in the S&P during the month of November, 8.9%! Will we see the market continue or were we just coming off a weak September and October? Inflation cooling and the Fed suggests that rate cuts could be coming for 2024 Investors to pivot back to equities as bond, CD and money market yields fall with dropping funds rate M2 money supply diminishing since summer of 22 Tesla releases...

We look into news headlines that are shaking up the market! Fed's Waller and other members signal the pivot to rate cuts GDP revised higher for recent quarter...5.2% GDP Bitcoin breaks $38K Nasdaq leads the market higher Crowdstrike results send the stock soaring Charlie Munger passes at age 99 Cyber Mobday sales surge up 9.6% YoY, Buy now pay later spend at an all time high, $940M in online s...

We get caught up and back into the swing of things after a busy holiday week! Nvidia reported solid EPS and revenue growth, but investors are questioning if the growth can continue. Our investment house has been finished up and will be going on the market this week...why we decided to sell for short term gains instead of looking to rent for long term growth. Will we buy another one to rinse and re...

We look into a continued market rally. With the market spiking up, the VIX has dropped into the low teens signaling that there is excessive greed in the market! Is it time to be fearful when others are greedy? WMT Wal-Mart reports good earnings but lowers the forecast with worries about consumer spending, student loan repayments, and more jobless concerns Apple adopts rich communication standard o...

We take a look at what news has been driving the market higher the past few days. Lower than expected CPI on Tuesday Lower than expected PPI on Wednesday Rate hikes expected to stop! 30 year mortgage rates fall lower Lots of demand for growth stocks! WEEK 1 Investing Challenge BUY $VOO, WEEK 2 $QQQ, WEEK 3 $MPW, WEEK 4 $MSFT, WEEK 5 $V Visa, WEEK 6 $SPYG, WEEK 7 $VZ, WEEK 8 $GOOGL, WEEK 9 $DE, WEE...

We look at the movements in the market this week! November continues to be a strong month with the Nasdaq continuing the rally forward. Market sell-off on Thursday with Powell still remaining hawkish on rates was quickly covered on Friday as more economists said that the rate hike cycle was likely finished. Disney puts up good numbers, cuts costs, pushes efficiency and eases investors fears META t...

Head fake or real rally mode? We look at what the market is telling us and try to determine whether or not the recent rally will stay around. Do we invest in names that are setting 52 weeks highs or hold off? Dollar cost average into your favorite names OR wait for them to come down to your buy price? FDA approves Tirzepatide by LLY for obesity control Tirzepatide already in use as a type 2 diabet...

We look into the stories that were able to send the market higher as we entered into November! Disney looking to purchase remaining 33% stake of Hulu from Comcast Starbucks heads higher on earnings beat and raised guidance PayPal and Square head higher in the payment space as both of them have better than expected earnings, cut costs and improve efficiency DraftKings heads up after their losses na...

We are looking into why lots of stocks are dropping after good earnings. Lots of companies posting a double beat on EPS and revenues and still dropping after reporting. What's going on with these companies and why aren't they getting any love on wall street? Humana beat on earnings reaffirms guidance and heads lower AMD dropped after a double beat earnings(headed back up on Tuesday) Fed ke...

We dive deeper into earnings season, while the market dives into correction territory! Looking at earnings news from Chevron, Enphase, Amazon, Google, Meta Many stocks hit a new 52 week low on Friday and are beginning to present opportunities for us long term investors. Even with positive earnings, some high quality names are entering correction territory Geopolitical tensions rise in the middle e...

Check out the earnings new from Google, Verizon, Microsoft, Waste Management, Visa, Raytheon, Sherwin Williams and more! A web services miss for Google(Alphabet) sends the rest of the Nasdaq tumbling Qualcomm announces two new chips that focus on AI for PCs and Androids SBF decides to testify for himself 10 Year treasury edges higher Bitcoin price climbs up above $34K WEEK 1 Investing Challenge BU...

Big earnings news is coming this week! We started receiving earnings news from Tesla, Netflix, banks and more Huge earnings on deck this week for some major names in the market 10 year yields continue to put pain into the equities market Potential for another rate hike in December? Fed continues to remain data focused Jobless claims come in under expectation Spot bitcoin etf update Buying AMD for...

We look at all things market and investing! BTC ETF deadline approaching. Next deadline on Friday Bank earnings shaky, banks focused on investment banking under pressure 2 year and 10 year inversion...rates keep climbing! More pressure for Fed to increase rates again Why Dollar cost averaging is a great play! WEEK 1 Investing Challenge BUY $VOO, WEEK 2 $QQQ, WEEK 3 $MPW, WEEK 4 $MSFT, WEEK 5 $V Vi...