🍔The Bank of Nvidia (+New Stock Pick)
Supercharging the AI bubble
MKTCONTEXT
Weekly deep dives on the economy and stock markets. By a professional investor who has managed a $5B fund. Learn exactly how we time the market.
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Latest posts
🍔Restaurant Stocks Breaking Out (+2 Stock Picks)
The bull rally is back on
🍔Is the Tech Rout Over?
Next week determines the market's new direction
🍔Oversold Bounce (We Sold Stocks)
With the market falling, we switch to inverse ETFs to capture the breakdown in tech
🍔Sell Tech, Buy Rotation (+3 Stock Picks)
Stocks are breaking down. Here's what to do next...
🍔Chip Rotation Continues (+3 Stock Picks)
Do chips have further to fall? Our thoughts inside...
🍔Another Cloud Competitor? (+Portfolio Change!)
Plus: 5 Healthcare stock picks
🍔Our Best Stock in 2026 - MRVL
Chip stocks crashing but MRVL has tripled since April
🍔Warsh Is Not Hawkish (+3 Stock Picks)
A sector rotation is under way
🍔Red Flags In The Market + 2 Stock Picks
Share issuances signaled peak Dot-Com mania