The Greedy Potamus

This episode explores why Berkshire Hathaway is a great buy at $479. Currently oversold, the stock offers a rare bargain with a massive $381 billion cash reserve and a low valuation compared to the broader market. We discuss CEO Greg Abel’s leadership, the potential sale of Kraft Heinz, and why analysts predict a 22% upside. Learn how this "fortress" company remains a top choice for stability and...

Global markets faced a "perfect storm" this week following Kevin Warsh’s nomination as Fed Chair. Despite the Fed holding rates, gold and silver crashed while the Nasdaq slumped 1.4% , driven by Microsoft’s 10% drop over AI spending concerns. While Apple reported record revenue and Mastercard signaled resilient spending , attention shifts to upcoming jobs data and Alphabet’s earnings as volatility...

During mid-January 2026, major indices ended slightly lower due to regulatory concerns and geopolitical shifts involving Venezuela. Investors weighed positive inflation data against a proposed cap on credit card rates that pressured bank stocks. Despite blowout earnings from Goldman Sachs and TSM , markets remained cautious regarding Fed independence and high energy demands for AI. We hope you enj...

Wall Street reached record highs in January 2026, with small-caps leading the surge. Following the capture of Nicolas Maduro, the U.S. took indefinite control of Venezuelan oil, redirecting supply from China and proposing a $100 billion investment to rebuild infrastructure. Positive "soft landing" jobs data and a $200 billion mortgage stimulus proposal further boosted investor confidence across th...

We hope you enjoyed this episode of the Greedy Potamus podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions.

Major indices dipped as 2026 opened with holiday fatigue, with the S&P 500 falling roughly 1.1%. Fed minutes showed dissent over sticky inflation , while the "Santa Claus" rally fizzled due to tech profit-taking. Strong housing data and a rotation into value tech hardware like Micron provided some optimism amidst the pullback. We hope you enjoyed this episode of the Greedy Potamus podcast.  No...

We hope you enjoyed this episode of the Greedy Potamus podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions.

The week of December 15, 2025, featured a "tech rout" driven by AI bubble jitters and a cautious Federal Reserve "hawkish pause" following a 0.25% rate cut,. Despite mid-week volatility, major indices recovered through a Friday "triple witching" event as investors rotated their capital into value and cyclical sectors ,,. Investors now await Core PCE inflation data while navigating thin holiday tra...

Trading was dominated by the Federal Reserve's final policy meeting, which included the expected 25 basis point rate cut . However, the accompanying hawkish "dot plot" and disappointing corporate earnings, especially from Oracle , triggered a broad sell-off on Friday. The Nasdaq Composite suffered the steepest loss (Down 1.6%), dragged down by technology stocks, while the Dow managed a slight gain...

We hope you enjoyed this episode of the Greedy Potamus podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions.

The market finished the week of December 1-5, 2025, modestly higher, driven by favorable inflation data, particularly the tame PCE report, which boosted hopes for a Federal Reserve rate cut,. Cooling labor and manufacturing reports supported the expectation of Fed easing, while high-profile M&A news saw Netflix acquire Warner Bros. Discovery in an $83 billion deal,. Investors are now focused o...

The U.S. stock market staged a strong relief rally during the shortened Thanksgiving week (November 24–28, 2025), with all major indices, including the Nasdaq, achieving significant gains. This surge was fueled by delayed economic data that indicated slowing growth and easing inflation, dramatically increasing the market's expectation for a December Federal Reserve rate cut. The resulting drop in...

We hope you enjoyed this episode of the Greedy Potamus podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions.

We hope you enjoyed this episode of the Greedy Potamus podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions.

The U.S. stock market faced a sharp correction , ending its multi-week winning streak due to acute tech volatility . We unpack the dramatic week, driven by Nvidia’s massive earnings beat that still couldn't stop the "risk-off" shift. Major indices tumbled as the AI rally was questioned. We also analyze the delayed Jobs Report and the subsequent decline in 10-year Treasury yields . Finally, learn h...

We hope you enjoyed this episode of the Greedy Potamus podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions.

We hope you enjoyed this episode of the Greedy Potamus podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions.

We hope you enjoyed this episode of the Greedy Potamus podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions.

We hope you enjoyed this episode of the Greedy Potamus podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions.

We hope you enjoyed this episode of the Greedy Potamus podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions.

We hope you enjoyed this episode of the Greedy Potamus podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions. MP Materials (MP) is viewed as a high-beta "buy-the-dip" opportunity, driven by its extreme oversold technical status —including an RSI-14 reading of 13.54 and confirmation from...

We hope you enjoyed this episode of the Greedy Potamus podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions.

We hope you enjoyed this episode of the Greedy Potamus podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions.

We hope you enjoyed this episode of the Greedy Potamoose podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions.