Gratitude for Google, Then…

When it’s your turn at the table, remember to add Google to your list of things to be thankful for.

Google stock has doubled off April lows, adding over $2 trillion of value – and 20% of the S&P 500’s total returns this year.

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Google’s rally this year is responsible for nearly 20% of the S&P’s returns. (Source: econovis.net)

It’s been a year. In July, Google avoided an antitrust breakup. Buffett’s successor at Berkshire Hathaway, Greg Abel, added the search ecosystem to its portfolio in Q3.

Last week, Google unveiled AI chip lines that are competitive with Nvidia.

All good for your 401(k), even if the historic level of market concentration in Mag 7 stocks got more pronounced.

So, gratitude for Google first. But take it with a dash of caution. The market giveth. And the market takes away.

Take some profits off the table… you’ll thank us later.

~ Addison

P.S. While this is a holiday-shortened week, we’ve arranged for a unique video presentation of Tim Sykes’ novel trading strategy on Thanksgiving Thursday.

Tim is one of the top traders in the game today – and he’s sharing details on a strategy he uses to find stocks on Fridays that will likely pop on the Monday open after a restful weekend.

Tim’s innovative strategy will be worth your consideration:

Turn Your Images On

If you have requests for new guests you’d like to see join us for Grey Swan Live!, or have any questions for our guests, send them here.

When it’s your turn at the table, remember to add Google to your list of things to be thankful for.

Google stock has doubled off April lows, adding over $2 trillion of value – and 20% of the S&P 500’s total returns this year.

Turn Your Images On

Google’s rally this year is responsible for nearly 20% of the S&P’s returns. (Source: econovis.net)

It’s been a year. In July, Google avoided an antitrust breakup. Buffett’s successor at Berkshire Hathaway, Greg Abel, added the search ecosystem to its portfolio in Q3.

Last week, Google unveiled AI chip lines that are competitive with Nvidia.

All good for your 401(k), even if the historic level of market concentration in Mag 7 stocks got more pronounced.

So, gratitude for Google first. But take it with a dash of caution. The market giveth. And the market takes away.

Take some profits off the table… you’ll thank us later.

~ Addison

P.S. While this is a holiday-shortened week, we’ve arranged for a unique video presentation of Tim Sykes’ novel trading strategy on Thanksgiving Thursday.

Tim is one of the top traders in the game today – and he’s sharing details on a strategy he uses to find stocks on Fridays that will likely pop on the Monday open after a restful weekend.

Tim’s innovative strategy will be worth your consideration:

Turn Your Images On

If you have requests for new guests you’d like to see join us for Grey Swan Live!, or have any questions for our guests, send them here.

Progressives learned long ago that you don’t have to win an argument if you can simply redefine the words.

Regardless of what’s happening in stocks, the same long bond can be a good buy for a retiree and an expensive obligation for everyone else.

The same uncertainty driving investors out of speculative assets is sending them toward dollars and Treasury securities.

Behind the drama unfolding at Nvidia, Big Tech is borrowing to keep the AI buildout chugging along just as the Treasury needs trillions.

Progressives learned long ago that you don’t have to win an argument if you can simply redefine the words.

Regardless of what’s happening in stocks, the same long bond can be a good buy for a retiree and an expensive obligation for everyone else.

The same uncertainty driving investors out of speculative assets is sending them toward dollars and Treasury securities.

Behind the drama unfolding at Nvidia, Big Tech is borrowing to keep the AI buildout chugging along just as the Treasury needs trillions.