Value Stock Strategist at Zacks. Manager of the Value Investor and Insider Trader portfolios. Podcast host. Writing about housing on Substack. Chicago.
Just a reminder: I will never try to sell you cryptocurrencies, gold, silver or other investments. And I will not send you DMs trying to do the same. Those are imposters. Beware.
Under President Trump’s leadership, Nvidia and TSMC are making huge investments to re-shore leading-edge chip manufacturing in the United States. This isn’t just economically beneficial, it’s a strategic necessity.
If true, then the hotel bust should be too. No indication of that yet. Unless travelers are now returning to hotels after souring on airbnb costs and cleaning fees.
It passed in 2022. It takes years to build a chip plant as it's very sophisticated technology. TSM only just opened in Arizona and it started building it 4 or 5 years ago. Micron and Intel plants under construction in NY and Ohio respectively.
I know the family has no experience with this, but maybe Charles can stop acting like he's still Harry's boss and actually just be his father and a grandfather. That's how they get out of this. The employee has left. Embrace the son and his kids. Sad they can't separate it.
John Hughes films were in the 1980s. Not 90s. Always such revisionism about these eras in Chicago. People who rage about crime in 2025 want to go back to an era when it was double. In the 1980s and early 90s, River North was considered a ghetto.
Being a teenager in Chicagoland during the 90s is up there with some of the best settings possible for adolescence.
The region was a cultural powerhouse with all the John Hughes movies, had a thriving local music scene packed with legendary grunge and house acts, Jordan and the
There is now a glut of computer science majors. We're graduating too many now. And they've been told it was a "sure thing" to get a job when you get out. A history degree is probably a better bet now.
I am breaking my multiday X detox pledge, briefly, to report on the KB Home earnings and conference call because they said some interesting things about what is going on out there. $KBH (no position)
Suze Orman is on CNBC telling investors they should put a little bit of money into Bitcoin. She says to invest for the long haul - for years from now. #investing
There are too many smart, upper middle class students applying to the same 50 schools. There simply aren't enough slits. Probably would have gotten a full ride at schools outside that group.