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:

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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.

Debts and deficits will eventually cause a crisis. Treasury Secretary Scott Bessent’s effort to help bail out the Japanese Yen this week is entirely motivated by self-preservation. The contagion signal flashing in Japanese bonds since late ‘25 is infecting the BOJ, which may be forced to sell U.S. Treasurys to stabilize its own currency.

The copper price is no doubt benefiting from inflation driven by money printing. But the doc don’t lie. Copper’s new all-time highs, while gold and silver still languish, are a sign the AI growth story is also that of the global economy itself.

Many miners were profitable with gold around $2,000 and silver near $50. At sustained prices closer to $4,000 gold and $60 silver, the arithmetic changes dramatically.

The stock market is getting an unexpected boost to kick off August, bucking the historically weak summer session for the U.S. stock market.

What’s happening? The Bank of Japan and the U.S. Treasury are making a coordinated effort to support Japanese yen; a move last attempted nearly 30 years in the height of the Asian Financial contagion (1998).

Many miners were profitable with gold around $2,000 and silver near $50. At sustained prices closer to $4,000 gold and $60 silver, the arithmetic changes dramatically.

The stock market is getting an unexpected boost to kick off August, bucking the historically weak summer session for the U.S. stock market.