dani face dani quote

How hot are semiconductors?

Last year semiconductor stocks were volatile during U.S. and China trade wars. However, since the market bottomed out at the height of COVID-19, this industry group has gone nowhere but up! I’ve always loved the semis, and while they required more patience last year than now, they’ve always been hot — but now they look … Read more

Chegg: A 7x profit, COVID-19 stock

A Tuesday Trade Edition: One of the most important concepts in trading is to review your work, and learn from the good and the bad. It’s critical to identify what’s working — to do more of it. Each week, you’ll get a trade from my trading journal, in which I explain my whole thought process … Read more

The issue with low consumer spending

Flights being slashed, events canceled, businesses quarantined, and the government’s trying to come up with measures to stop the slowing of the economy (like a potential stimulus and Fed rate cuts). But let’s look back… this damage began during the trade war. The Fed began slashing rates during the trade war, and ongoing back and … Read more